The Financial Analyst is responsible for assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research/analysis as may be required by the management. Operational Responsibilities Market and Industry Analysis: • Work on gathering data, analyzing, and reporting on the state of existing investments and the total portfolio. • Assist team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures. • Make contributions to written investment analyses that demonstrate curiosity, rigor, thoroughness, and creativity. • Supporting the operations of the endowment, including assisting with managing and organizing data and notes. • Various other custom research and analytical projects focused on the overall Endowment portfolio, specific managers, and asset classes. • Collaborate with the key constituents at University, including staff, faculty, and student groups. • Provide meaningful, actionable analysis in support of investment decisions across a broad range of topics. Due Diligence and Evaluation: • Prepare for and participate in due diligence meetings with current and prospective investment managers. • Keep updated with all aspects of due diligence on new investments (business analysis, industry thesis, competitive landscape, business/pricing model, detailed financial analysis and financial modeling / deal structuring) • Ensure compliance with regulations and reporting requirements • Coordinate the correction of account balances, resolve funding issues and maintains proper accounting controls and procedures. • Develop all types of financial model including financial projections, valuations and other equity valuation models • Prepare feasibility studies for new projects / brands Portfolio Management: • Coordinate major financial reporting and budgeting activities. • Assist in the preparation of monthly variance analysis of operating results and coordinates the preparation of monthly/quarterly financial forecasts. • Read/review business plans and pitch decks • Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account Institution’s goals and financial standing • Identify trends, advise and recommend actions to a senior financial analyst based on sound analysis • Conduct ad-hoc financial analysis as and when requested by the Management • Adhere to the University's information security and confidentiality policies and procedures, and report breaches or other security risks accordingly • Coordinate with other departments to facilitate the accomplishment of tasks and responsibilities, as and when needed • Perform any other tasks assigned by the Line Manager