Conditions of

Employment

This is a part-time, temporary, non-benefited, student position. Employment in all positions with University Enterprises, Inc. is dependent upon the mutual consent of University Enterprises, Inc. and the employee. This means that either University Enterprises, Inc. or the employee can, at any time, terminate the employment relationship at will, with or without cause.

Depending on the type of position you are applying for, a pre-employment background check consisting of one or more of the following may be conducted: employment history, professional references, criminal check: educational verification (degree, license, or official transcript) or DMV clearance. Applicants will be required to pass required pre-employment checks to the satisfaction of University Enterprises, Inc. (UEI) and the hiring Agency or Department.

UEI does not allow students to hold more than one UEI Job at a time, or work in more than one account per pay period. UEI employees who are considering leaving their current UEI Student assistant position for a different UEI student assistant positing should inform their supervisor in writing and provide at least a week’s notice.

UEI is not a multi-state employer. UEI only employs candidates who live and work in the state of California. If selected for the position you must reside in California and all work must be performed in the state of California.

Prerequisites

Must be a college student attending classes during the regular term (Fall, Spring and Winter, if applicable), at one of the accredited colleges or universities on our affiliation list.

To view our current affiliation list please paste the following URL into your browser: http://www.calinterns.org/wp-content/uploads/Affiliation_List.pdf

Students must be enrolled in at least: six-semester units or nine quarter units for undergraduate students; four-semester units or six quarter units for graduate students.

Students declared major must match the major(s) listed in the job posting.

Majors/Fields of Study

Business Administration, Finance, Economics, Mathematics, Statistics, Financial Engineering or a closely related degree

Work Schedule

F lexible workdays and work hours, Monday – Friday, between 8 AM – 5 PM. The final work schedule will be determined by the supervisor.

Additional Work Schedule

Student Assistant and Graduate Assistant employees generally work up to 24 hours per workweek (Sunday – Saturday) during the academic year and up to 40 hours per workweek during breaks; (winter, spring, and summer).

Minimum Qualifications

• Knowledge of elementary investment principles and procedures.
• Ability to reason logically, write effectively, analyze situations accurately, and adopt an effective course of action; establish and maintain cooperative relations with those contacted in the work.
• Access to telework equipment (e.g. laptop/desktop computer, internet, webcam, etc.
  
  

Preferred Qualifications

• Knowledge of programming languages (i.e. Java, C++, MATLAB, R, SQL, Python).
• Knowledge of econometrics and application of statistical analysis.
• Knowledge of database development concepts (Object Oriented, SDLC, OLTP/OLAP).
• Ability to use Microsoft Power BI, Excel, Word, and PowerPoint.
• Project management experience.
• Knowledge of some or many financial investment instruments (for example equity, bonds, private equity, real estate and infrastructure and their basic characteristics).
• Ability to work independently with moderate direction.
• Ability to establish and maintain cooperative working and professional relationships.
• Ability to quickly adapt to changes in priorities, assignments, and timelines.
• Ability to rapidly acquire working knowledge of new analytical tools.
• Work well under pressure in a fast-paced environment.
• GPA of 3.0 or above.
• Strong problem-solving skills.
• Possession of intellectual curiosity.
• Strong and effective written and oral communication skills.
• Prior work or volunteer experience.
• Individuals who are, or have been, a dependent child in foster care, a homeless youth or a formerly incarcerated youth as defined by Government Code section 18220 are encouraged to apply and will be given priority. Please note that prior to appointment, individuals claiming preference under one of these categories will be required to furnish documentation establishing their eligibility.
  

Duties and Responsibilities

• Assist with improving the relevance, quality, and timeliness of the less complex existing processes.
• Support the automation and/or implementation of less complex reports and related deliverables by integrating the use of vendor-supplied tools with Microsoft (MS) Office.
• Utilize the data sources available for research (Bloomberg, subscriptions, etc.) to support the team’s outputs, such as running less complex reports, respond to requests, and produce appropriate responses to tasks.
• Document the process to update the corresponding spreadsheet and sources. Identify potential sources of errors and discrepancies, as well as propose ways to reduce reoccurring or human error.
• Assist with compiling, organizing, interpreting, and presenting written and numerical data. Produce accurate and timely reports on the less complex issues for the team.
• Review and assist with maintaining current procedures as necessary.
• Help identify productivity gains to decrease the time that it takes to deliver the report without compromising accuracy.
• Assist with less complex analytical investment assignments and specific projects to enhance understanding of the Public Employees’ Retirement Fund (PERF).
• Assist with researching and analyzing information from a variety of data sources (Bloomberg, subscriptions, etc.) and utilizing various available tools, including but not restricted to programming languages and quantitative techniques.
• Gather necessary background on the task assigned, utilizing the data sources available for research (Bloomberg, subscriptions, etc.). Document the available sources and uses.
• Work under close supervision to support less complex research and analytical projects on broader portfolio or investment topics as requested by management.
• Perform other department related projects and duties as assigned and that are appropriate for the classification.
  

Physical Requirements

Sit for extended periods; frequently stand and walk; manual dexterity and hand-eye coordination; corrected hearing and vision to normal range; verbal communication; use of office equipment including computer workstations, telephones, calculators, copiers, printers, and scanners with or without reasonable accommodation.

Working Conditions

Work is performed in a hybrid schedule (1/3 remote, 2/3 in-office) in an office environment.

Due to COVID-19, the student will be required to work according to the current UEI remote workplace policy and sign a UEI telework agreement.

Application Instructions

Please complete all fields of the employment application. Include your educational history in the “Educational Experience” section and any employment history in the “Employment Experience” section of our application.

In addition to your resume, please upload the following documents:

Apply by: 5/26/23