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Investment Analyst Endowment Jobs in Indiana (NOW HIRING)

... endowment growth strategy, grant writing, fundraising, overseeing investment performance and ... Provides reporting and analysis of Centra Foundation financials and profitability of business ...

... endowment growth strategy, grant writing, fundraising, overseeing investment performance and ... Provides reporting and analysis of Centra Foundation financials and profitability of business ...

Investment Analyst Endowment information

What does an investment analyst endowment do?

An Investment Analyst Endowment supports the management of an institution’s endowment fund by conducting research, analyzing investment opportunities, and assisting in portfolio management. They evaluate asset allocations, monitor financial market trends, and provide recommendations to optimize returns while managing risks. Analysts often work with investment committees, external fund managers, and internal teams to ensure the endowment achieves long-term financial goals.

What does a typical day look like for an investment analyst endowment?

A typical day for an Investment Analyst in an endowment setting involves monitoring portfolio performance, researching new investment opportunities, and preparing reports for senior leadership or investment committees. Analysts often attend team meetings to discuss strategy, meet with external asset managers, and conduct due diligence on potential investments. The role can also include analyzing market trends, developing financial models, and responding to requests for data or insights from internal stakeholders. This variety ensures a dynamic work environment where collaboration and continuous learning are encouraged.

What are the key skills and qualifications needed to thrive as an investment analyst endowment?

To thrive as an Investment Analyst Endowment, you need a solid background in financial analysis, portfolio management, and investment theory, typically augmented by a degree in finance, economics, or a related field. Familiarity with Bloomberg, FactSet, Morningstar, and experience with data analysis software or CFA certification are highly valued. Strong analytical thinking, attention to detail, and effective communication skills help you collaborate with stakeholders and present findings clearly. These competencies are crucial for making informed investment recommendations that support long-term growth and stability of endowment funds.

Is an investment analyst endowment an entry level job?

An investment analyst position within an endowment typically requires some prior experience or relevant education, such as a finance or economics degree, and may involve internships or entry-level roles. While some entry-level analysts can start in this field, more advanced roles often demand additional skills, certifications like CFA, and proven investment analysis experience.

What is the career path for an investment analyst endowment?

An investment analyst in endowment management typically advances to senior analyst, portfolio manager, or investment director roles with experience and demonstrated performance. Progression often involves gaining certifications such as CFA and developing expertise in asset classes, risk management, and financial modeling. Some professionals may transition into chief investment officer positions or specialized investment roles within large endowments or institutional funds.

What are popular job titles related to Investment Analyst Endowment jobs in Indiana?

For Investment Analyst Endowment jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Investment Analyst Endowment jobs in Indiana look for?

The top searched job categories for Investment Analyst Endowment jobs in Indiana are:

Infographic showing various Investment Analyst Endowment job openings in Indiana as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution.

Executive Vice President of Finance

The Chronicle Of Higher Education, Inc.

Bloomington, IN • On-site

$325 - $350/hr

Other

Medical, Life, Retirement, PTO

Re-posted 16 days ago


Job description

Executive Vice President of FinanceJob Overview

The Indiana University Foundation seeks a strategic, collaborative leader to serve as Executive Vice President of Finance during a pivotal period of organizational growth and transformation. Reporting directly to the President and CEO, this executive will shape the Foundation's long-term financial strategy, oversee enterprise-wide financial operations, and help steward more than $4 billion in endowed assets in support of one of the nation's leading public research universities. Working across the executive leadership team and with the Board of Directors, the EVP will strengthen organizational effectiveness, modernize financial operations, and ensure the Foundation has the infrastructure and financial discipline to support Indiana University's ambitious future.

Key Responsibilities
  • Provide strategic financial leadership, overseeing long-term financial planning, forecasting, capital allocation, and organizational sustainability.
  • Serve as a trusted advisor to the President, executive leadership team, and Board of Directors on financial strategy, investments, risk, and major organizational initiatives.
  • Lead treasury, accounting, budgeting, compliance, fund accounting, enterprise risk management, and financial reporting functions.
  • Build, mentor, and inspire a high-performing finance organization while advancing operational excellence, financial literacy, and cross-functional collaboration.
  • Partner with executive leaders to modernize business processes, integrate AI-enabled financial tools, and support enterprise-wide transformation initiatives.
Qualifications
  • Bachelor's degree in accounting, finance, business, public administration, or a related field required; MBA, master's degree, and CPA strongly preferred.
  • Fifteen or more years of progressive financial leadership experience, including at least five years in an executive-level role.
  • Significant experience within higher education, healthcare, or another complex nonprofit environment, including expertise in endowment accounting and UPMIFA.
  • Demonstrated success leading large, cross-functional financial and operational initiatives while influencing executive and Board-level decision making.
  • Exceptional strategic, analytical, communication, and relationship-building skills with a commitment to ethical stewardship, collaboration, and innovation.
Compensation & Benefits
  • Hiring range of $325,000–$350,000, commensurate with experience and qualifications.
  • Comprehensive benefits including 30 days of PTO, 11 paid holidays, healthcare with more than 90% of premiums covered, 12 weeks of paid leave, retirement benefits, life and disability insurance, car allowance, wellness benefits, and tuition reimbursement.
  • Hybrid work arrangement based in either Indianapolis or Bloomington, Indiana.

To learn more or apply, please visit: https://www.lindauerglobal.com/searches/open-searches/executive-vice-president-finance-indiana-university-foundation/?utm_medium=referral&utm_source=job-board&utm_campaign=iuf-evpf

About Indiana University Foundation

The Indiana University Foundation advances the mission of Indiana University through philanthropy, investment stewardship, and alumni engagement. Supporting more than 800,000 living alumni and managing over $4 billion in endowed assets, the Foundation provides critical resources that fuel student success, groundbreaking research, and institutional excellence. Following the integration of the IU Alumni Association and the launch of a new comprehensive campaign, the Foundation is building on its momentum to shape the next generation of philanthropic impact.

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