Endowment Investment Analyst Hybrid 3-Year Program

Wellesley College; Wellesley, Northern (MA, KY); Hybrid; USD 77,000 - 104,000; Full time

Job summary

Wellesley College seeks an Investment Analyst to join the Investment Office, supporting endowment management. The role offers broad exposure to institutional investing across asset classes, with extensive quantitative and qualitative research, performance analysis, and manager due diligence.

The cohort is 0-1 years of work experience, starting fall 2027, in a hybrid Boston-area arrangement, with remote work two days per week after onboarding and training.

Qualifications

• Interest in investing and capital markets.
• Relevant coursework, internship, and/or work experience.
• Accountable, hardworking, and detail-oriented.
• 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 for research and analysis.
• Adherence to a strict code of ethics.
• Willingness to travel occasionally, as needed.
• US employment eligibility (no H1B, CPT or OPT).

Responsibilities

• Analyze current and prospective managers.
• Review performance versus benchmarks and internal records.
• Conduct performance attribution and exposure analysis across geography, leverage, transparency, strategy, holdings.
• Coordinate and prepare background information for team visits with managers.
• Represent the College at partnership meetings and prepare summary notes.
• Review legal documents and amendments.
• Perform research and prepare portfolio reports using internal databases and AI tools.
• Maintain data integrity in the Office’s models and analytical tools.
• Support asset class reviews and analysis.
• Contribute to ad hoc research across countries, industries, markets, and strategies.

Skills

Investing

Capital markets

Excel

PowerPoint

AI research

Communication skills

Organizational skills

Initiative

Teamwork

US work eligibility

Travel willingness

Tools

ChatGPT

Gemini

Job description

Wellesley College seeks an Investment Analyst to join the Investment Office, supporting endowment management. The role offers broad exposure to institutional investing across asset classes, with extensive quantitative and qualitative research, performance analysis, and manager due diligence.

The cohort is 0-1 years of work experience, starting fall 2027, in a hybrid Boston-area arrangement, with remote work two days per week after onboarding and training.