Investment Analyst

Job Description

Background Wellesley College has a long history of providing an excellent liberal arts undergraduate education for women. The College, established in 1870, has a student body of 2,400 undergraduates. The Wellesley College endowment had a market value of $2.8 billion as of the fiscal year ended June 30, 2022. The investment of the endowment is managed by the College’s Investment Office, located on the College campus in Wellesley, MA. 

Position Summary

The Investment Analyst role is a 3-year, full-time position open to recent graduates and graduating seniors (0-1 years of work experience), with an expected start date of summer 2025. 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. This position reports to the Deputy CIO but provides support to and receives direction from the entire team. 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  o Review performance of managers versus benchmarks and internal records o Conduct performance attribution and exposure analysis (geographic, leverage, transparency, strategy, holdings), amongst other analysis. o Coordinate and prepare background information for team member visits with managers. o Represent the College at partnership meetings and prepare summary notes. o Review legal documents and legal amendments. 

Qualifications

• The Investment Analyst should exhibit the desire to learn and grow as an investment professional and keep up to date on the latest market news, industry practices and technology applications. 

Core requirements include:

• 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

• 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. 

To apply for this position, please follow the link to the College’s website and submit all of the following materials as separate attachments:

• Cover letter

• Resume

• Transcript  (An unofficial transcript is fine)

• Writing sample  

• - Does not need to be investment/finance related  

• - There is no page requirement; submit whatever piece of work you believe best displays your writing abilities

• - Must be your own, independent work (e.g. not a group project) 

All four pieces of application material should be uploaded in the “Resume & Cover Letter” section on the application portal.  Please label your documents “Last Name_First Name Cover Letter,” “Last Name_First Name Resume,” “Last Name_First Name Transcript” and “Last Name_First Name Writing Sample.”  

Candidates who do not submit all requested materials will not be considered.  Follow the College’s job postings at https://www.wellesley.edu/hr (Search for jobs >> Staff) Qualified candidates will be contacted for a virtual interview. No phone inquiries please.