Investment Management Summer Analyst Intern

Overview

The Wisconsin Investment Management Company (WISIMCO) is recruiting for the Summer Analyst Intern Program. WISIMCO, the investment division of The University of Wisconsin Foundation, manages UWF’s long-term investment assets to maximize the impact of philanthropic gifts supporting the UW community. This role is a full-time, eight-week training program working directly with the Chief Investment Officer (CIO) and investment staff. This experience offers a unique opportunity to learn about various asset classes and investment opportunities while being mentored by an investment professional. The analyst will participate in investment manager meetings, assist in the underwriting of Co-Investment opportunities, and complete research on various economic, investment, and technology projects.  The position requires initiative, attention to detail, and excellent written and verbal communication skills.  The Summer Analyst Intern Program serves as the primary source for WISIMCO’s full-time Investment Analyst Program. This position will work on-site at UWF’s downtown Capitol Square location. 

Who is WFAA?The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

Essential Functions

Investment Manager Selection

• Provide qualitative and quantitative analysis as part of prospective manager due diligence and ongoing manager monitoring across public and private markets.
• Participate in meetings with prospective managers, external references, and business executives.
• Draft and publish meeting notes to enhance team awareness of investment updates and new opportunities  
• Draft reports detailing investment recommendations and actions.

Co-Investment Analysis

• Provide quantitative analysis including financial modeling for proposed investments.
• Provide qualitative analysis across segment, geography, and competitors.
• Participate in meetings with prospective managers, external references, and business executives.
• Draft and publish meeting notes to enhance team awareness of investment updates and new opportunities  
• Draft reports detailing investment recommendations and actions.

Research Projects

• Pursue thematic research within potential new asset classes and investment strategies.
• Assist in the preparation of internal investment memos and investment committee materials.
• Contribute to potential areas of improvement across investment and risk processes.

Qualifications

Qualifications:

• Currently enrolled in post-secondary degree program.
• Intellectually curious about investing, business models, and portfolio construction.
• Excellent written and verbal communication.
• Ability to work independently, meet deadlines, take initiative, and understand priorities.
• Sense of professional integrity and discretion in handling confidential information.
• Ability to interact with business executives and appropriately and professionally represent WISIMCO.
• Proficiency with Microsoft office products, specifically with Excel.
• Prior investing experience is not required.

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer. *The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.