Student Assistant - Investments

The student will be responsible for working with the Investments team at ASU Enterprise Partners (ASUEP) on all current and future initiatives including assisting with the management of the endowment and operating investment pools as well as all other investment functions. Responsibilities include but are not limited to maintaining manager databases, reviewing and summarizing private investments, auditing performance and cash flow data, and assisting in audit and tax preparation. The position will require approximately 10-20 hours per week, with additional availability during the non-school year.What You’ll DoSupports the ASUEP Investment Office with the management, operations, and oversight of the long-term, intermediate-term, and sustainable-responsible-impact investment poolsSupports activities of the ASUEP Investment Office including manager/company research and due diligence, investment onboarding, reporting, and documentation managementTracks and reports on internal and external Environmental, Social, and Governance (ESG) manager information, metrics, and data, including proxy votingInteracts and collaborates with our custodian, OCIO, and investment managersMaintains manager database including fund summaries, performance, and valuation data, contact information, and other related dataImproves efficiency of internal and external investment reporting through the creation of dashboards and other automated processesMaintains and audits investment performance data and private investment cash flow databasePrepares and organizes legal documents, tax forms, and communications related to ASUEP’s investmentsSupports accounting, tax, audit, and administrative activities related to ASUEP’s investmentsOther duties as assignedWhat You'll NeedA demonstrated willingness to learn and ability to work well with othersCollaborative style, combined with the ability and desire to work in a team-based environment Strong interpersonal skills and an ability to communicate effectively in person, in writing, and by phoneAbility to work both independently and as part of a team Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect informationAttention to detail and thoroughness in completing assigned duties Highly organized and able to handle multiple projects Ability to quickly learn new software programs as neededProficient in Microsoft OfficeProblem solver who can take initiative and set priorities while being flexible Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies Adept at navigating complex environments with evolving priorities and communication plansRelevant QualificationsAn undergraduate or graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or EconomicsThe student must be willing to sign and abide by a confidentiality agreement.Preferred Education And ExperienceA current Junior, Senior, or Graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or EconomicsExperience in the field of investments, audit/tax, and/or accounting is preferredPreferred Skills And AbilitiesMastery of Microsoft ExcelFamiliarity with investment industry software like Bloomberg and MorningstarBenefitsHybrid work schedule. We work from home two days a week!$30 bi-weekly cell phone reimbursement Hands-on experience in a professional environment Professional development plans Opportunity to network with ASUEP leaders and other ASU students Access to LinkedIn Learning and their 8,000+ courses Professional skills workshops About ASU Enterprise PartnersASU Enterprise Partners is a nonprofit organization whose mission is to provide an ecosystem of services to create solutions and generate resources to extend Arizona State University’s reach and advance its charter. ASU Enterprise Partners supports ASU and several affiliates, including the ASU Foundation for a New American University, ASU Outreach Hub, ASURE, NEWSWELL, Skysong Innovations and University Realty.ASU Enterprise Partners is home to several Centers of Excellence whose purpose is to provide professional services to its affiliates. The Centers of Excellence include Finance, General Counsel, Investments, Public Relations and Strategic Communications, Human Resources, Facilities and Operations, Data Analytics and Insights Planning, Budgeting and Strategy, and Technology and Solutions. At ASU Enterprise Partners We serveASU and one another with integrity, trust and compassionWe engagestep up, own it, collaborateWe innovate.continuously, fearlessly, make decisions and take risksWe carethat everyone feels respected and valued for who they areASU Enterprise Partners is an Equal Opportunity Employer