Professional Program Assistant

JOB DESCRIPTION:

• Evaluate and monitor portfolio performance against benchmarks and CapIQ postings.
• Highlight portfolio concerns from press releases, government agencies, and other sources.
• Run weekly market update meetings with analysts to track the progress of projects and assist with issues.
• Organize monthly meetings to discuss performance commentary
• Meet with mentors to learn expert opinions on the portfolio risks and possible process improvements.
• Create and file documents with the PRI to maintain signatory status and influence process improvement of the PRI.
• Review and vote on proxy statements of owned securities in line with CFE and other Responsible Investing guidelines.
• Refine ESG analysis process to create better guidance for analysts.
• Other duties as assigned

Average hours per week: 7; May 19th, 2025 - August 6th, 2025

REQUIRED QUALIFICATIONS:
Returning Carlson MBA student, deep knowledge of the Funds Enterprise

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 Range: The FY2025 hourly rate for Carlson School Professional Program Assistant is $22.17. This amount will increase with the fiscal year change before fall semester starts; 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.

Student positions are a form of financial support while pursuing an education at the University of Minnesota.

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.

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: http://diversity.umn.edu

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.

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).