Investment Analyst

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

**At Wellesley, our mission is to deliver an outstanding liberal arts education to women who will make a difference in the world. Our collaborative community, comprising of faculty, students, staff, and alumnae, is guided by our shared commitment to educational excellence. Join us in this transformative journey!****Application Instructions:****When submitting your application, please adhere to the following requirements:*** **Carefully review all job details prior to applying.*** **Enter your legal name exactly as it appears on your government-issued identification.*** **Upload a comprehensive résumé/CV and cover letter in either PDF (.pdf) or Word (.doc) format.****Current Wellesley College employees must submit applications through the internal Workday portal by searching “browse jobs.”****Job Posting Title**Investment Analyst**Job Description Summary**Unclassified Exempt**Job Description****To apply, please submit a cover letter, resume, writing sample, and transcript. Candidates who do not submit all requested materials will not be considered.****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 $3.2 billion as of the fiscal year ended June 30, 2025. 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 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.**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* 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.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 or AI generated)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.****Salary:****The salary for this role is $90,000.00.****Company Description and Benefits****Wellesley’s mission is to provide an excellent liberal arts education to women who will make a difference in the world. We advance our mission by working together as a community—faculty, students, staff, and alumnae. Embark on a fulfilling career journey at Wellesley College, where we prioritize your well-being and professional growth. As a valued member of our team, you'll enjoy a comprehensive array of benefits and resources designed to enhance both your work-life balance and long-term success.* Competitive Compensation: Experience competitive wages ensuring your dedication is recognized and rewarded.* Exceptional Benefits Package: Access a comprehensive benefits package, including health, dental, vision and pre-tax saving benefits, life insurance, disability coverage, and more to safeguard your health and that of your loved ones.* Commuting and Transportation: Enjoy the convenience of free parking on our picturesque campus, easily accessible from major roadways. We are also accessible via the MBTA commuter rail.* Paid Time Off: Take advantage of paid vacations, personal days, sick time, and holidays to recharge and maintain a healthy work-life harmony.* Retirement Savings: Plan for the future with our retirement savings plan. Wellesley College contributes up to 10.5% towards your 403(b) plan for eligible employees* Work/Life and Wellness: A hybrid work environment for select positions (additional details will be provided during the interview process), caregiving support through Wellthy, legal plan insurance, pet insurance discount and a variety of other resources including retirement planning, and access to cultural and leisure activities throughout metro-Boston.* Professional Development: Enhance your skills and explore growth opportunities through continuing training and pathways for growth within our supportive environment.* Tuition and Education Benefits: Invest in your education with tuition benefits, and access resources to navigate student loan forgiveness, reinforcing our commitment to your ongoing learning.* Campus Privileges: Enjoy free use of our state-of-the-art athletic and fitness facilities with onsite fitness classes, Library resources, and seize opportunities to attend diverse campus events that contribute to a vibrant community.Apply today and take your first step toward a rewarding career with Wellesley College – where your unique strengths and success are celebrated as part of our shared commitment to inclusivity!**Worker Sub-Type**Fixed Term (Fixed Term)**Time Type**Full time**EEO Statement****At Wellesley, we embrace and honor difference and diversity. We believe the best ideas—the best solutions—draw on a range of voices, perspectives, and experiences. As a college, and as a community, we are dedicated to assuring that all members of the Wellesley community have an equal opportunity to flourish.****Wellesley College is an Equal Opportunity Employer and prohibits discrimination against qualified individuals in hiring and advancement based on any legally protected status. Candidates who believe they can contribute to the College community are encouraged to apply.****It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.**