Endowment Investment Analyst

Wesleyan University; Middletown, Northern (CT, KY); Hybrid; USD 90,000 - 100,000; Full time

Job summary

The Wesleyan Investments Office manages the University’s endowment to support Wesleyan’s academic mission and long‑term financial strength. The Investment Analyst will join a generalist team, assist in monitoring performance, screening money managers, and preparing materials for the investment committee.

You will gain exposure to hedge funds, venture capital, real estate, and public equities, with formal CFA training and sponsorship for the CFA designation, as well as hands-on training in

Qualifications

• Bachelor’s degree or currently pursuing a bachelor’s degree with expected completion prior to the position start date in summer 2027.
• Record of outstanding academic achievement.
• Desire to be part of a collaborative, problem-solving investment team.
• Demonstrated passion for critical thinking and collaborative problem-solving within a team environment.
• Strong quantitative skills.
• Acute attention to detail.
• Interest in portfolio theory and investing.
• Strong interpersonal and effective communication skills.
• Excellent writing skills.
• Intellectually curious.
• Willingness to pursue the Chartered Financial Analyst (CFA) designation while working for the Investments Office (sponsored by Wesleyan).
• Adherence to a strict code of ethics and conflict of interest policy.
• Willingness to travel domestically and internationally as needed.

Responsibilities

• Monitoring and analyzing investment objectives, capital allocation decisions, investment performance and investment policies.
• Assisting in the screening, selection, and monitoring of money managers through background research, manager meetings, and portfolio analyses.
• Manager interaction including travel across the United States and the world.
• Quantitatively and qualitatively monitoring the investments of existing portfolio managers.
• Tracking and monitoring portfolio risks.
• Conducting research and analysis and preparing information on a variety of investment topics.
• Articulating investment theses and research through presentations.
• Preparing materials for the investment committee and board of trustees.
• Serving as a representative of the University throughout the investment community.
• Maintaining internal databases and research management systems on a daily, monthly and/or quarterly basis.
• Actively participating in manager meetings with responsibility for notes, memos and other follow-up analysis.
• Portfolio analysis – performance analytics including return attribution and exposure analysis.
• Other duties as assigned.

Skills

Quantitative skills

Interpersonal communication

Attention to detail

Interest in portfolio theory

Education

Bachelor's degree

Tools

Excel

Job description

The Wesleyan Investments Office manages the University’s endowment to support Wesleyan’s academic mission and long‑term financial strength. The Investment Analyst will join a generalist team, assist in monitoring performance, screening money managers, and preparing materials for the investment committee.

You will gain exposure to hedge funds, venture capital, real estate, and public equities, with formal CFA training and sponsorship for the CFA designation, as well as hands-on training in