April 13, 2017 by texasbbacareerservices
Blogger: Anson Chuah, Finance; 2015, Investment Analyst – Risk Management
Please tell us about your career path and how you found your way to UTIMCO.
My career path has been more non-traditional than most. During my senior year of college, I committed to a one-year program working in full-time ministry at a local church in Austin. During that year, my desire to develop skills in the business world grew, as I really enjoyed the few analytical projects that I was tasked with at the church. This was one of the factors that led me to look for finance jobs in Austin. As I searched, applied, and interviewed for various finance roles, the opportunity at UTIMCO was posted on the McCombs Job Board for alumni. It was something that instantly got my attention, because it really fit my interests (I switched into finance during college because I thought the markets/investing was fascinating). After several interviews and office visits, I’m glad to say I am a UTIMCO employee!
What do you like about working for UTIMCO?
UTIMCO manages the largest public endowment, with total AUM over $38bn. Because of that, we have built out a talented and experienced investment team that invests across a wide variety of strategies. I have really enjoyed being exposed to different investment types and being around smart people to learn from. I also like how UTIMCO has set up a mentorship program, allowing me to have pleasant conversations with my mentor surrounding both work and life outside of work.
What does this job/internship entail?
The risk management team does a lot more top-down portfolio analysis, while individual teams generally focus most of their time on their specific asset class/strategy. As an analyst, some of my responsibilities include:
- Generating reports to analyze portfolio’s performance and risk characteristics
- Creating and updating models to monitor and project the cash flows of private investments
- Providing data and analysis to create a framework for portfolio construction
- Assisting in onboarding a new analytics tool that can be applied across multiple asset classes and investment types
What skills make a person successful in this position?
A strong candidate would be a diligent team player with strong analytical/problem-solving skills and an appetite to learn.
Please share your general career advice?
Something passed down to me is this: in work environments, there are fakers, takers, and makers. Fakers try to make it through the day and are not engaged in their work. Takers are engaged and often work hard and work very well, but are looking out for themselves first. Makers, on the other hand, are engaged in their work, work hard and well, but are also looking out for the interests of the organization first while helping others along the way. No doubt being a maker is challenging, but that is the kind of attitude we should strive to work with day in and day out.