Investment Analyst
About The Position
The Investment Analyst role is a 3-year, full-time position open to graduating seniors and recent graduates (0-1 years of work experience), with an expected start date of fall 2027. Team members must live in the Boston metro area but, post an initial training period, have the option to work remotely 2 days a week. The Investment Analyst position provides a unique opportunity to gain broad exposure to and experience in institutional investing. The Investment Analyst is an integral member of the investment team responsible for managing the Wellesley College endowment. The Investment Analyst works across all asset classes in a variety of capacities as described below. The Investment Analyst supports manager due diligence and monitoring, including extensive quantitative analysis and qualitative investment research. Specific responsibilities include, but are not limited to: Analysis on current and prospective managers Review performance of managers versus benchmarks and internal records. Conduct performance attribution and exposure analysis across geography, leverage, transparency, strategy, holdings, and other relevant dimensions. Coordinate and prepare background information for team member visits with managers. Represent the College at partnership meetings and prepare summary notes. Review legal documents and legal amendments. Portfolio Analysis Perform research and prepare portfolio reports using internal analytical databases and AI tools. Assist in the maintenance and monitoring of data integrity in the Office’s models and analytical tools for portfolio management. Support investment team with asset class reviews and asset class analysis. Contribute to ad hoc research projects on different countries, industries, markets and investment strategies.
Requirements
- An interest in investing and capital markets
- Relevant coursework, internship, and/or work experience
- Accountable, hardworking, and detail-oriented
- An ability to work effectively in a small, collegial, high-performing team
- Excellent oral and written communication skills
- Strong organizational skills
- Initiative and willingness to learn
- Competent in Microsoft Excel and PowerPoint
- Experience utilizing AI (ChatGPT, Gemini, etc.) for research and analysis
- Adherence to a strict code of ethics
- Willingness to travel occasionally, as needed
- Employment eligibility in the United States of America. We are unable to accept H1B, CPT, or OPT candidates at this time.
Responsibilities
- Review performance of managers versus benchmarks and internal records.
- Conduct performance attribution and exposure analysis across geography, leverage, transparency, strategy, holdings, and other relevant dimensions.
- Coordinate and prepare background information for team member visits with managers.
- Represent the College at partnership meetings and prepare summary notes.
- Review legal documents and legal amendments.
- Perform research and prepare portfolio reports using internal analytical databases and AI tools.
- Assist in the maintenance and monitoring of data integrity in the Office’s models and analytical tools for portfolio management.
- Support investment team with asset class reviews and asset class analysis.
- Contribute to ad hoc research projects on different countries, industries, markets and investment strategies.
Benefits
- health, dental, vision and pre-tax saving benefits
- life insurance
- disability coverage
- free parking on our picturesque campus
- paid vacations
- personal days
- sick time
- holidays
- retirement savings plan
- Wellesley College contributes up to 10.5% towards your 403(b) plan for eligible employees
- caregiving support through Wellthy
- legal plan insurance
- pet insurance discount
- retirement planning
- access to cultural and leisure activities throughout metro-Boston
- continuing training
- pathways for growth
- tuition benefits
- resources to navigate student loan forgiveness
- free use of our state-of-the-art athletic and fitness facilities with onsite fitness classes
- Library resources
- opportunities to attend diverse campus events
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
