Summer Client Strategy Analyst

Company Description
Global Endowment Management (“GEM”) actively manages more than $12bn on behalf of mission-driven nonprofits including respected universities, renowned research institutions, and charitable foundations. We are a full service outsourced investment office for our clients, enhancing their missions and advancing their goals through disciplined endowment management and deep stakeholder engagement. Please visit www.globalendowment.com for more information.

Position Description
GEM’s Client Strategy team leads all aspects of the client relationship, serving as the “CIO down the hall” for our mission-driven clients. Our team is responsible for developing investment strategy, engaging on all aspects of the investment portfolio, and broadening institutional support for our clients. We are seeking summer analysts who possess:
– a passion for non-profit missions and endowment management
– excellent written and verbal communication skills
– sound quantitative abilities
– a strong work ethic
a team orientation

GEM’s Client Strategy Summer Analysts will work in small client-focused teams to support the total client relationship. They will support GEM’s Analysts and Associates by establishing a deep understanding of institutional needs, providing portfolio oversight, supporting communication through portfolio research and material production, leveraging the firm’s resources to respond effectively to client requests, and supporting business development efforts.
Key responsibilities include, but are not limited to the following:
– Production of quarterly and ad hoc client reports and presentations
– Synthesis of qualitative and quantitative investment inputs into client communication
– Development of marketing materials and firm brand
– Support business development efforts, including RFPs and pitches
– Conduct a major research project for, and present the results to, GEM’s investor services team
– Work diligently in a fast-paced environment while advancing GEM’s collaborative culture

Applications will be accepted November 8th through 29th
Onsite interviews will take place in Charlotte, NC, on December 20th

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