CFE Research Asst (Temp/Cas) - Minneapolis Minnesota

Company: University of Minnesota
Location: Minneapolis, Minnesota
Posted On: 01/26/2025

Apply for JobJob ID366438
LocationTwin Cities
Job FamilySupplemental Employee
Full/Part TimePart-Time
Regular/TemporaryTemporary
Job Code0001
Employee ClassCivil Service
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About the Job


CFR Research Associate

Purpose of the position: The Research Associate would be responsible for annual audit and maintenance of models used by students in the Carlson Funds Enterprise.

Responsibilities: The Research Associate would be responsible for the tasks such as

• Auditing models posted in the Cap IQ for the current holdings, identifying gaps.
• Working with incoming students on model updates.
• Updating financial model templates as needed (Primarily fixed income and bank residual income, but also working with Professor Nantell on equity models).
• Developing new templates, such as pro-forma models to be used in valuing acquisitions, industry-specific revenue-build templates, and relatives value templates
• Update/develop standardized presentation templates and performance reporting templates
  
  Qualifications
  
  
  Qualified applicants must have a complete understanding of the operations of the Carlson Funds Enterprise, as well as very strong skills in using Excel (including both the Bloomberg and CapIQ add-ins), strong knowledge of finance principles, particularly as applied to business valuation problems, and demonstrated competency in portfolio management.
  About the Department
  
  
  The David S. Kidwell Funds Enterprise (CFE) allows MBA, MS of Finance, and undergraduate students majoring in finance the opportunity to manage over $50 million of real investment money. Guided by the managing director and faculty members, student participants take total control of the money management process. Not only does the program allow students to learn about real-word investment management, but participants are able to earn competitive returns as well.
  Pay and Benefits
  
  
  Pay Range: $25.00 per/hr; depending on education/qualifications/experience.
  Retirement plan options are available for Civil Service, Faculty, Labor-Represented, Professional & Administrative, and Temp Casual classifications. Learn more about retirement plans.
  How To Apply
  
  
  Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will have the opportunity to complete an online application for the position and attach a resume.Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.To request an accommodation during the application process, please e-mail employ@umn.edu or call (612) 624-8647.
  Diversity
  
  
  The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U:
  Employment Requirements
  
  
  Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.
  About the U of M
  
  
  The University of Minnesota, Twin Cities (UMTC)The University of Minnesota, Twin Cities (UMTC), is among the largest public research universities in the country, offering undergraduate, graduate, and professional students a multitude of opportunities for study and research. Located at the heart of one of the nation's most vibrant, diverse metropolitan communities, students on the campuses in Minneapolis and St. Paul benefit from extensive partnerships with world-renowned health centers, international corporations, government agencies, and arts, nonprofit, and public service organizations.At the University of Minnesota, we are proud to be recognized by the Star Tribune as a Top Workplace for 2021, as well as by Forbes as Best Employers for Women and one of America's Best Employers (2015, 2018, 2019, 2023), Best Employer for Diversity (2019, 2020), Best Employer for New Grads (2018, 2019), and Best Employer by State (2019, 2022).
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