Investment Analyst (Boston, MA)

Amherst • Amherst, MA

89d • $100,000 - $110,000 • Onsite

About The Position

Amherst College invites applications for the Investment Analyst position. This is a full-time, year-round position based in our Boston, MA office, with a 15% incentive target. The Amherst College endowment makes long-term investments to support the college's operating budget in perpetuity, aiming for superior investment results. The investment team partners with external investors globally across various asset classes, conducting due diligence on people, organizations, strategies, and assets. The Analyst program offers recent Amherst College graduates broad exposure to institutional investing, assisting in various facets of the investment process. This is a two-year initial appointment with potential for extension, designed to provide the qualitative and quantitative skills needed for advanced degrees or investment management careers. The Analyst will receive support for continuing education, including CFA and/or CAIA charters. The role involves training by Investment Officers and close collaboration with the team.

Requirements

• Bachelor’s degree from Amherst College required.
• Intellectual curiosity and ability to think critically.
• Passionate / mission-oriented, with a long-term focus on the College’s success.
• Demonstrated interest in endowments and/or investing.
• Strong orientation to detail and accuracy.
• Contributes to a respectful and welcoming workplace and supports efforts to maintain a diverse, inclusive and collaborative work environment.
• Successful completion of required reference and background checks.
• An acceptable criminal offender records information (CORI) check.

Nice To Haves

• Self-motivated, enthusiastic, hard-working, and able to work both independently and as part of a broader team.
• Able to prioritize and juggle multiple projects concurrently.
• Strong verbal and written communication skills.
• Strong quantitative skills.
• Ability to conduct primary research.

Responsibilities

• Assisting team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures.
• Preparing for and participating in due diligence meetings with current and prospective investment managers.
• Making contributions to written investment analyses that demonstrate curiosity, rigor, thoroughness, and creativity.
• Supporting the operations of the endowment, including assisting with managing and organizing data and notes.
• Various other custom research and analytical projects focused on the overall Endowment portfolio, specific managers, and asset classes.
• Collaborate with the key constituents at Amherst, including staff, faculty, and student groups.
• Promote connectivity with students and the Investment Office, including through interaction with student interns and on-campus groups.
• May have the opportunity to travel to cover meetings with existing or prospective managers (~10% of the time).

Benefits

• 15% incentive target
• Support to pursue continuing education opportunities (including the CFA and/or CAIA charters)
• Reasonable accommodations for candidates throughout the application and interview process upon request.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level