Investment Analyst

The Texas A&M Foundation invites applications for the position of Investment Analyst within the Investments team. 

The Investment Analyst is an integral part of the Texas A&M Foundation Investment Team and works directly with the entire team to support all functions of managing the Endowment, with particular focus toward performance reporting, portfolio monitoring and manager due diligence. In addition to supporting the Investment Team in regular processes, the Investment Analyst will complete special projects relevant to the portfolio and broad financial markets. The Investment Analyst will participate in a flat structure and benefit from mentorship by all members of the investment team.

The Investment Analyst will be part of a three-year Analyst program. Throughout the program, the Investment Analyst will progress in responsibility and work as an asset class generalist across the portfolio. By the end of the program, the Investment Analyst will have led investment underwritings and presented the recommendations to the Foundation’s Board of Trustees.

The Investment Analyst reports to the Chief Investment Officer (CIO).

Role

As our Investment Analyst, you'll play a vital role in generating returns for the Texas A&M Foundation with the opportunity to:

Prepare written and analytical materials for the Investment Committee, including investment recommendations and quarterly performance reports. Assist in the evaluation of existing and prospective investment opportunities by participating in introductory meetings, update meetings and Annual General Meetings. Utilize various software (MS Office, eVestment, Caissa, Burgiss), databases and spreadsheets to assist in monitoring investment manager compliance, performance, and generating reports as requested. Contribute to discussions and present on various topics at the weekly team meeting. Collaborate closely with investment team in their regular work and with any ad-hoc projects.

A Successful Investment Analyst Will Display

A high level of intellectual curiosity, humility, and self-motivation. Unquestionable integrity and alignment with the rest of the investment team. Ability to collaborate well in a small and flat team environment.

Position Requirements

Bachelor’s degree. Ability to work with numbers with a high level of accuracy. Excellent written and verbal communication skills. Must be able to work under time constraints. Strong organizational skills. Maintain confidentiality regarding investment portfolios. Commitment and passion for investments and financial markets.

Are you ready to leave a lasting impression by effectively communicating the transformative effects of philanthropy? Apply to join our team of Passionate Professionals Dedicated to Purposeful Philanthropy .

Preferred Attributes

Preference will be given to those with a bachelor’s degree in finance, accounting, business administration, economics, or related technical field. Graduated or will graduate between December 2023 and December 2024 from Texas A&M. Possess functional knowledge of spreadsheet and database applications, specifically Microsoft Excel. Previous internship experience within a finance or investment field. Working understanding of finance and accounting methods.

About the Texas A&M Foundation:  We are passionate about Texas A&M University. We believe that Texas A&M has a unique ability to positively impact and transform lives, the state, the nation and the world. At the Texas A&M Foundation we are pursuing the most trusted philanthropic organization for our university, our donors, and our team. Purposeful philanthropy intersects with transformative potential. We are more than a team; we are dedicated stewards fostering relationships crucial to the ongoing success of Texas A&M University. As dynamic professionals, we wholeheartedly embody the Aggie Core Values—respect, excellence, loyalty, leadership, integrity, and selfless service—serving as catalysts for philanthropy that elevates and propels the university forward. We build a brighter future for Texas A&M, nurturing relationships and strategic investments that propel academic excellence. Join us in forging an enduring impact, becoming an integral part of a best-in-class organization passionately committed to shaping the future landscape of higher education.

Mission

The Texas A&M Foundation builds a brighter future for Texas A&M University, one relationship at a time.

Vision

The Texas A&M Foundation vision is to be among the most trusted philanthropies in higher education.

Guiding Principles

We believe in the cause. We believe that people matter. We believe in selfless service. We believe in the future.

To apply for this position, please apply online at  https://www.txamfoundation.com/about-us/careers.aspxt/careers.aspx . 

If you need assistance or have any questions, please contact careers@txamfoundation.com 

Texas A&M Foundation is an Equal Employment Opportunity Employer.

Frequently Asked Questions

What does an Investment Analyst’s day-to-day look like?

Although our work is extremely varied, a hypothetical day might consist of the following:

After reviewing your emails and working on an investment memo, you and three other team members meet a prospective real estate manager targeting apartments and industrial properties across the Sunbelt region of the US. You ask questions about their “secret sauce” and overall market dynamics during the meeting and afterwards debrief with the other Foundation team members about the merits and considerations of the investment strategy. Afterwards, you prep for an Annual General Meeting that you will attend the following week for a private equity technology firm that the Foundation has invested with . You then meet with the public equity portfolio manager to discuss creating a new report that will be used monthly to better understand the types of risks that our underlying funds are taking. Finally, you finish your day with a meeting alongside other investment team members with an existing private credit manager that lends to fintech companies.

What does the Foundation’s professional development consist of?

In addition to a structured progression of responsibility as a part of the A-Team, Investment Analyst have various opportunities for professional development. For example, prior Analysts have traveled to New York City for several days to meet and learn from various portfolio managers. Additionally, Analysts have traveled to San Francisco to learn in a structured format from other peers about best practices related to investment due diligence. The Investment Analyst will also be encouraged and sponsored to study for exams like the CFA and the CAIA.

After the three-year program, what are potential exit opportunities?

The most straightforward exit is to invest at another allocator. Examples of other allocators include other endowment and foundations, pension plans, single/multi-family offices, and healthcare systems. Other exits can include startups, management consulting, large financial services firms, and direct investing (i.e., real estate, private equity, etc.) Because of the breadth of work you accomplish while at the Foundation, the skills you gain are easily transferable to other roles.