Summer Temp - Investment Office-1

Liberty University Investment Office (LUIO)’s Summer Temp Student position offers highly qualified LU students a rare learning opportunity and real-world working experience at LU’s new endowment office to support the Investment office in the management of Liberty’s endowment assets. This individual will work closely with an experienced investment team in a close-knitted, collaborative team environment, to gain fundamental endowment investment knowledge across multiple asset classes with exposure to asset allocation, investment research, manager diligence, portfolio management and investment reporting etc., and participate in investment related projects and analysis. In addition, this individual will have the opportunity to learn industry’s leading investment tools and systems such as Bloomberg, eVestment, Burgiss, BypSync and others, in addition to a wide range of research resources. The summer experience will be exceptionally beneficial for a qualified student who is interested in pursuing future career in institutional investing.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Responsibilities and Duties:

Assists with portfolio management, data analytics, investment monitoring, diligence research projects, and any on-going assignments as requested. Projects are likely to include the following, but not limited to:

• Contribute to portfolio performance reporting needs, including data integrity and performance analytics
• Conducting manager track record analysis and collecting relevant information for qualitative analysis
• Monitoring investment manager materials/correspondences and ensure accurate record-keeping via CRM system
• Participates in team meetings with investment managers, including pre-meeting information preparation, recording/summarizing meeting notes, and ensuring records are appropriately stored
• Reading investment letters and contributing to ongoing monitoring notes
• Reading, analyzing, and summarizing research and market publications on a regular basis
• Contributing to internal team discussions regarding investment ideas and manager diligence

SUPERVISORY RESPONSIBILITIES  

This position has no supervisory responsibilities.

QUALIFICATIONS AND CREDENTIALS

Preferred Attributes:

• Genuine interest in finance, investing, and economics.
• Intense intellectual curiosity with a passion for reading and learning
• Demonstrated academic excellence in multi-disciplinary subjects
• Ability to think critically and pay strong attention to details
• Strong work ethics and willing to go extra miles in pursuit of excellence
• Ability to effectively communicate both verbally and in writing to convey clear, well articulated information
• Interested in pursuing CFA designation
• Current student at Liberty University with minimum GPA of 3.5, pursuing bachelor’s degree in finance, business, economics, mathematics, science or engineering etc.
• Working knowledge of Microsoft Office Outlook, Excel, PowerPoint and Word
• Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
• Individual must not be in default on any federal student or parent loan
• Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB

Communication and Comprehension

• Exhibits intellectual curiosity, critical thinking and attention to details.

• Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.

• Display self-motivation and multi-tasking skills.
• Possess excellent listening and discerning skills.
• Strong organizational skills.
• Excellent computer skills.

Physical and Sensory Abilities

• Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard    Regularly required to hear and speak in order to effectively communicate orally
• Occasionally required to stand, walk, and climb stairs to move about the building
• Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business
• Regularly lift 10 or fewer pounds

WORKING CONDITIONS

Work Environment

The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting.  It is well lighted and the noise level is moderate. 

Driving Requirements

None

Target Hire Date

2026-05-11

Time Type

Part time

Location

Lynchburg - In Office

The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job. All personnel related activities such as compensation, benefits, transfers, job classification, assignments, working conditions, educational assistance, terminations, layoffs, and return from layoffs, and all other terms, conditions and privileges of employment will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including all applicable state of employment protected classes. The University is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. The University’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the “religion” component of the employment discrimination laws for religious organizations (including educational institutions), and permits them to give employment practice preference to members of their own religious beliefs.