Investment Analyst

Unitarian Universalist Assoc of Congregations.•Boston, MA

9h•$55,800 - $65,700•Hybrid

About The Position

We are seeking a motivated early-career investment professional to join our team as an Investment Analyst. This role provides responsibility for analyzing and reporting on values and impact investments, supporting proxy voting and company engagement, conducting climate analysis and measurement, and engaging with community and climate justice investments in the context of a sophisticated endowment fund. The Analyst will contribute to stewardship activities and support the ongoing development of the Common Endowment Fund’s investment and stewardship work.

Requirements

3-5 years of relevant experience
Bachelor’s degree in Finance, Economics, Business, Sustainability, or a related field, or a bachelor’s degree in another field combined with relevant investment, financial, analytical, or related experience.
Excellent written and verbal financial or investment communication abilities.
Demonstrated interest in sustainable, impact and / or community investing, and / or stewardship and company engagement.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to work independently and collaboratively within a team.
Attention to detail and strong organizational skills.
Understanding of issues around anti-racism, anti-oppression, and multiculturalism
Eagerness to work in an organization in which the dismantling of white supremacy is a high priority

Nice To Haves

Work or lived experience with BIPOC communities is of particular value

Responsibilities

Produce reports and analyses on the Common Endowment Fund's (CEF) carbon footprint, Climate Justice and Sustainable Development Goals (SDG) exposures.
Support ongoing climate analysis, including emissions measurement, transition assessment, and climate-related risk and opportunity evaluation across the portfolio.
Support execution and documentation of proxy voting activities in alignment with UUA policies and stewardship priorities.
Assist in developing proxy voting guidelines and analysis of company engagements and shareholder proposals.
Maintain records and provide analysis/research for the CEF's company advocacy and engagement activities.
Maintain the investment pipeline, and conduct analysis and support development of Investment Memos, including financial characteristics, investment structure, and impact alignment.
Assist in tracking existing investments, monitoring impact metrics, and preparing portfolio and pipeline updates.
Ensure receipt and review of all ongoing CEF manager commentaries and reports.
Performs other duties in the Investment Office as requested by supervisor, Vice President or President.