Job Description

The Wisconsin Foundation and Alumni Association (WFAA)* is seeking candidates for its Summer Analyst Intern Program. This full-time, eight-week program involves working closely with the Chief Investment Officer (CIO) and investment staff. The program provides a unique opportunity to gain insights into various asset classes and investment opportunities. The analyst will participate in investment manager meetings, assist in underwriting co-investment opportunities, and conduct research on economic, investment, and technology projects. Strong initiative, attention to detail, and excellent written and verbal communication skills are essential for this role. The Summer Analyst Intern Program is the primary source for full-time Investment Analyst Program participants. The position is based at 1 South Pinckney Street in Madison, WI.

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 UWMadison. We provide important engagement opportunities to link UWMadison 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.

Investment Manager Selection

• Provide qualitative and quantitative analysis as part of prospective manager due diligence and ongoing manager monitoring across public and private markets.
• Meet with prospective managers, external references, and business executives.
• Draft reports detailing investment recommendations and actions.

Co-Investment Analysis

• Provide quantitative analysis including financial modeling for proposed investments.
• Provide qualitative analysis across segments, geographies, and competitors.
• Meet with prospective managers, external references, and business executives.
• Draft reports detailing investment recommendations and actions.

Research Projects

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

Qualifications

• Curiosity about investing, business models, and portfolio construction.
• Excellent written and verbal communication.
• Ability to work independently, meet deadlines, take initiative, and understand priorities.
• Professional integrity and discretion in handling confidential information.
• Ability to interact with business executives and appropriately represent WFAA.
• Proficiency with Microsoft Office products, especially 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.

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