Investment Analyst

WU Wesleyan University; United States; On-site; USD 90,000 - 100,000; Full time

Job summary

The Wesleyan Investments Office manages Wesleyan University’s endowment to support the academic mission and long-term financial strength. The Investment Analyst role offers hands-on work across asset classes and opportunities to learn through CFA sponsorship and training in Excel, Bloomberg, and more.

You will support the investment team in monitoring performance, updating memos, and presenting analyses to committees while gaining exposure to hedge funds, venture capital, real estate, and other

Qualifications

• Bachelor’s degree or current pursuit with expected completion before start date.
• Record of outstanding academic achievement.
• Desire to be part of a collaborative, problem‑solving investment team.
• Strong quantitative skills and acute attention to detail.
• Willingness to pursue CFA designation while at Wesleyan Investments Office.
• Willingness to travel domestically and internationally as needed.
• Must be at least 20 years of age and hold a valid U.S. driver’s license for at least three years.

Responsibilities

• Monitoring and analyzing investment objectives, capital allocation decisions, performance, and policies.
• Assisting in screening, selection, and monitoring of money managers via research and meetings.
• Manager interaction including travel across the United States and the world.
• Quantitatively and qualitatively monitoring investments of portfolio managers.
• Tracking and monitoring portfolio risks.
• Conducting research and preparing information on investment topics.
• Articulating investment theses through presentations.
• Preparing materials for the investment committee and board of trustees.
• Representing the University in the investment community.
• Maintaining research databases and systems.

Education

Bachelor’s degree or currently pursuing a bachelor’s degree

Tools

Excel

Job description

The Wesleyan Investments Office manages the University’s endowment in support of Wesleyan’s academic mission and long‑term financial strength. Through thoughtful investment and responsible stewardship, the endowment provides an enduring source of funding for financial aid, academic programs, faculty and staff, facilities, and other University priorities. The Investments Office offers a collaborative and intellectually rigorous environment where team members work across a broad range of investment strategies while contributing to the long‑term success of the University.

Reporting to the Chief Investment Officer, the Investment Analyst has the opportunity to work on a generalist team and engage in practical hands‑on work at the Investments Office while gaining exposure to a wide array of asset classes including hedge funds, venture capital, leveraged buyout, public equity and real estate, while interacting with some of the world’s best investors.

The Investment Analyst plays a supporting role as a member of the investment team, helping to manage the endowment’s assets, track its performance and hone the systems and processes that serve as a foundation for its future growth.

The Investment Analyst will also participate in writing investment memos and present to the Investment Committee. The Investment Analyst is an active participant in the sourcing and vetting of new managers, in addition to the ongoing monitoring of current partnerships. The Investment Analyst will receive extensive training to build a foundation for a successful investment career.

The Investment Analyst will have the opportunity to learn financial theory and analytical techniques through the highly regarded Chartered Financial Analyst (CFA) program. Further training in accounting, Excel, Bloomberg, Morningstar and other systems will also be sponsored by the Investments Office.

The Investment Analyst will also have exposure to the endowment’s position within the greater Wesleyan ecosystem and will learn how the endowment’s spending supports the University’s budget, financial aid and other capital allocation decisions.

Responsibilities Include

• 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.

This position is required to work on campus. Relocation assistance to CT is available for those who qualify.

Minimum 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.
• Mission‑driven: ability to demonstrate desire to support causes greater than oneself.
• 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.
• Must be willing and able to travel using various modes of transportation.
• Demonstrated commitment to work within a diverse environment and work collegially with individuals of different backgrounds.
• Must be at least 20 years of age and possess a valid U.S. driver’s license for a minimum of three years with a satisfactory driving record.

Preferred Qualifications

• Computer savvy with knowledge of Excel.
• Basic understanding of investment theory and practice.

Position is open until filled.

September 12th.

Compensation: $90,000-$100,000

Work Location: On Campus

All offers to external applicants are contingent on the candidate’s completion of a pre‑employment background check screening to the satisfaction of Wesleyan University.

Wesleyan University, located in Middletown, Connecticut, does not discriminate on the basis of race, color, religious creed, age, gender, gender identity or expression, national origin, marital status, ancestry, present or past history of mental disorder, learning disability or physical disability, political belief, veteran status, sexual orientation, genetic information or non‑position‑related criminal record. We welcome applications from women and historically underrepresented minority groups.

Inquiries regarding Title IX, Section 504 or any other non‑discrimination policies should be directed to Vice President for Equity and Inclusion, Title IX and ADA/504 Coordinator. Wesleyan University complies with the Clery Act and maintains records of campus crime statistics and security policies. Copies of Wesleyan University’s CleryAct Report are available on request and online at https://www.wesleyan.edu/publicsafety/clery.html.

Experience is taken into consideration in the determination of salary offers. For more information visit https://www.wesleyan.edu/hr/handbook/compensation-practices/index.html

Wesleyan offers a broad range of employee benefits and development opportunities, including comprehensive group insurance plans, wellness programs and incentives, generous paid time off and retirement plans, flexible work schedules, employee and dependent tuition programs for those who qualify.

Detailed information on the benefits of working at Wesleyan is located at: https://wesleyan.edu/hr/careers/prospective-resources.html.

We welcome your interest in Wesleyan’s diverse, energetic community of employees who, by their creativity, innovative thinking, and generosity of spirit, help make Wesleyan a great place to work. In this open‑minded and inclusive environment, our faculty and staff foster a liberal arts experience characterized by boldness, rigor, and practical idealism.

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