What are the responsibilities and job description for the Student Assistant - Investments position at EP ASU Enterprise Partners?
Student Assistant - Investments
ASU Enterprise Partners is an efficient network of highly skilled teams; it is comprised of a full complement of professional services that work in concert with specialized business units to provide full resources and extend Arizona State University’s ability to achieve its charter.
The student will be responsible for working with the Investments team at ASU Enterprise Partners (ASUEP) on all current and future initiatives including assisting with the management of the endowment and operating investment pools as well as all other investment functions. Responsibilities include but are not limited to maintaining manager databases, reviewing and summarizing private investments, auditing performance and cash flow data, and assisting in audit and tax preparation.
The position will require approximately 20 hours per week, with additional availability during the non-school year.
What you’ll do:
Supports the ASUEP Investment Office with the management, operations, and oversight of the long-term, intermediate-term, and sustainable-responsible-impact investment pools
Supports activities of the ASUEP Investment Office including manager/company research and due diligence, business development, investment onboarding, reporting, and documentation management
Tracks and reports on internal and external Environmental, Social, and Governance (ESG) manager information, metrics, and data
Interacts and collaborates with our custodian, OCIO, and investment managers
Maintains manager database including fund summaries, performance, and valuation data, contact information, and other related data
Improves efficiency of internal and external investment reporting through the creation of dashboards and other automated processes
Maintains and audits investment performance data and private investment cash flow database
Prepares and organizes legal documents, tax forms, and communications related to ASUEP’s investments
Supports accounting, tax, audit, and administrative activities related to ASUEP’s investments
Other duties as assigned
What you'll need:
A demonstrated willingness to learn and ability to work well with others
Collaborative style, combined with the ability and desire to work in a team-based environment
Strong interpersonal skills and an ability to communicate effectively in person, in writing, and by phone
Ability to work both independently and as part of a team
Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect information
Attention to detail and thoroughness in completing assigned duties
Highly organized and able to handle multiple projects
Ability to quickly learn new software programs as needed
Proficient in Microsoft Office
Problem solver who can take initiative and set priorities while being flexible
Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
Adept at navigating complex environments with evolving priorities and communication plans
Relevant qualifications:
An undergraduate or graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or Economics
The student must be willing to sign and abide by a confidentiality agreement
The student must have reliable transportation to the office
Preferred education and experience:
A current Sophomore, Junior, or Graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or Economics
Experience in the field of investments, audit/tax, and/or accounting is preferred
Preferred skills and abilities:
Mastery of Microsoft Excel
Benefits:
Hybrid work schedule. We work from home two days a week!
$30 bi-weekly cell phone reimbursement
Hands-on experience in a professional environment
Professional development plans
Opportunity to network with ASUEP leaders and other ASU students
Access to LinkedIn Learning and their 8,000 courses
Professional skills workshops
At ASU Enterprise Partners:
We serve.
We serve the faculty and staff of ASU to bring them resources so they can do all the great things that they do.
We innovate.
We’re always looking for new ideas, new solutions, new approaches and new ways to address the challenges facing ASU.
We engage.
We engage our donors, philanthropists, investors and partners, connecting them to ASU and helping them share their time, talent and treasure.
We care.
When we serve, innovate and engage, it shows that we care — about faculty, staff, donors, fellow employees and other partners as we bring resources to ASU.
ASU Enterprise Partners and its subsidiaries is an equal opportunity employer that is firmly committed to promoting justice, equity, diversity, and inclusion within our organization and throughout our sphere of influence. Because we embrace a spirit of innovation and achievement, we will endeavor to maximize the talent and potential of all employees, directors, and volunteers through bold and strategic action aimed at building success and a sense of belonging. All employees are expected to act in good faith to support these actions and to not impede the efforts of others to build a just, equitable, diverse, and inclusive organization.
ASU Enterprise Partners is an Equal Opportunity Employer
Salary : $30
