Investments - investments fellow initiatives

Location: Oakland

Job ID: 86190



Job Posting



Investment Fellow 5.11.2026



UC OFFICE OF THE PRESIDENT


The University of California, widely considered to be the world's premier public research university, is dedicated to excellence in teaching, research, and public service. The University of California Office of the President is the headquarters of its 10 campuses, six academic medical centers, and three national laboratories. Working at the University of California makes you part of a unique institution and a vibrant and diverse community. We are passionate people, serving the greater good. Learn more about the UC Office of the President



DIVISION OVERVIEW


The Office of the Chief Investment Officer of the Regents of the University of California (UC Investments) manages more than $200 billion of endowment, retirement, and working capital assets under the policies, guidelines, and performance benchmarks established by the UC Board of Regents. Our mission and our fiduciary duty compel us to always act in the best financial interests of the University of California and to uphold an agile and creative culture of respect and collaboration. The 10 foundational pillars of The UC Investments Way, which are outlined on our website and in our annual reports, underpin all that we do in service of the university and its stakeholders. We are long-term investors and, as such, each of us is a risk manager mindful of helping to ensure the continued vibrancy of our university system and the long-term financial health and well-being of our employees and retirees. Our broad recruitment efforts center on finding the best person for the position.



POSITION SUMMARY


In this role, the Fellow will support investment research and management across various asset classes, strategic initiatives with key partners (including UC campuses and asset managers), as well as support calendaring and event preparation for the Chief Investment Officer utilizing AI workflows. The fellow will work with the UC Investments team and UCOP business units and is responsible for monitoring and assisting the execution of Artificial Intelligence (AI) initiatives and information security activities to ensure security controls are designed, implemented, and operating to business unit requirements, industry best practices and Federal and State laws and regulations. The Fellow will assist in new AI integration and use cases with a focus on implementing real use case initiatives, governance and data security as it pertains to an investment office setting and current initiatives. The Fellow will collaborate with business unit to maintain and improve existing workflows utilizing AI tools, security capabilities and develop and implement new security technologies utilizing AI tools such as creating a code of ethics chatbot for the team and working with agents. Additionally, this role will work closely with the UCOP Unit Information Security Liaison providing dedicated support to a specific Business Unit, performing risk assessments and general information security functions, as well as being one of the information security contacts for the Business Unit and work on other operational risk and compliance related initiatives. This is part of a multi-year Fellowship program with three entry points, recent undergraduate, graduate or specialized, professional school background (JD, Engineering, Science.) Candidates will be placed and rotated through a variety of projects to learn and develop in different specializations. There is no guaranteed placement at the end of the assignment after 2-3 years, but the candidate will leave with a broad skillset that qualifies them to work in various asset management specializations and project management roles.



RESPONSIBILITIES



65% Strategic initiatives support

• Assist in research leveraging AI and LLM tools, planning, tracking, and coordination of strategic projects with key stakeholders, including UC campuses, asset managers, and internal teams Projects may include investment opportunities, thought leadership initiatives, and/or student engagement efforts)
• Conduct background research and prepare briefing materials to inform strategic decision-making
• Prepare presentation materials, summaries, and talking points for leadership meetings and events

35% Investment Research and Diligence

• Assist with investment research and analysis across asset class teams, as needed incorporating AI for Investment Office Use cases
• Support manager research and due diligence efforts, including data gathering and synthesis of findings
• Help monitor portfolio performance and prepare summary reports for internal use
• Compile and maintain investment-related data, analyses, and documentation

QUALIFICATIONS



Required Qualifications

• Strong analytical and quantitative skills including AI, with the ability to synthesize data and communicate key insights clearly
  
  
• Demonstrated interest in institutional investing, asset management, or public/endowment investment management
  
  
• Proficiency in Microsoft Excel and PowerPoint; ability to prepare well-organized analyses and presentation materials
  
  
• Strong written and verbal communication skills, with attention to detail
  
  
• Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment
  
  
• Strong organizational skills and ability to handle sensitive and confidential information with discretion
  
  
• Ability to represent an organization with professionalism and integrity, helping build relationships with key stakeholders.

Preferred Qualifications

• Prior professional experience (including internships) in consulting, finance, corporate development, and/or real estate with experiencer with AI and AI use cases preferred
  
  
• Prior experience with the evaluation of investment opportunities and/or project planning.
  
  
• Basic financial modeling skills and/or fluency in understanding financial statements and models.
  
  
• Basic knowledge of the finance and investment industry.

EDUCATION



Required

• Bachelor's degree in related area (e.g., finance, business, economics, public policy)
• 0-3 years of relevant experience

SPECIAL CONDITIONS

• The selected candidate will be required to report to work onsite in Oakland as business needs dictate.

SALARY AND BENEFITS



Job Title


Investment Fellow



Job Code


006468



Salary Grade
Grade 40



Payscale:


$82,000 - $95,000


The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range reflects a wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.


Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging



HOW TO APPLY


Please be prepared to attach a cover letter and resume with your application.



APPLICATION REVIEW DATE


The first review date for this job is 6/3/2026. The position will remain open until filled.



CONDITIONS OF EMPLOYMENT


Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP


Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy


As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.


As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.

• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.
  • UC Sexual Violence and Sexual Harassment Policy
  • UC Anti-Discrimination Policy for Employees, Students and Third Parties
  • APM - 035: Affirmative Action and Nondiscrimination in Employment

EEO STATEMENT


The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy


The University of California, Office of the President, strives to make this job board accessible to all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: [email protected].









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