Investment Analyst, Investment Office

Boston University; Boston (MA); On-site; USD 86,000 - 115,000; Full time

Job summary

Boston University seeks an Investment Analyst to join the Investment Office. You will analyze performance, assist with due diligence, monitor investments, and contribute to portfolio discussions in a collaborative environment.

You will help maintain models and tools, participate in weekly asset allocation discussions, and prepare materials for the Investment Committee. The role offers broad exposure across asset classes and growth opportunities within a major university endowment.

Qualifications

• Bachelor's degree required; Finance/Economics/quant field preferred.
• Demonstrated strong analytical and quantitative capabilities.
• High ethical standards and personal integrity.
• Strong written and verbal communication skills.
• Willingness to learn new tools and databases (e.g., FactSet, eVestment, Private-I).

Responsibilities

• Analyze investment performance and portfolio positioning to support decisions.
• Assist due diligence of prospective investments and monitor existing investments.
• Prepare materials for Investment Team and Investment Committee discussions.
• Support portfolio operations, reporting, and manager information databases.

Skills

Bachelor's degree

Analytical skills

Communication skills

Data analysis

Teamwork

Education

Bachelor's degree in Finance/Economics/Quant field

Tools

FactSet

eVestment

Private-I

MS Office

Job description

Investment Analyst, Investment Office

Job Description

Investment Analyst, Investment Office

Category: Charles River Campus --> Professional

Job Location: Boston, MA, United States

Tracking Code: 26501049710901

Posted Date: 9/9/2026

Salary Grade: Grade 49

Expected Hiring Range Minimum: $86,050.00

Expected Hiring Range Maximum: $114,750.00

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training and internal pay comparison. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Position Type: Full-Time/Regular

The University seeks to add a thoughtful and bright Investment Analyst to join its collegial, twelve-person Investment Office and report to the Chief Investment Officer. The position offers broad exposure across asset classes and the opportunity to develop investment knowledge and skills in an intellectually demanding and collaborative environment. The Investment Analyst's primary responsibilities include: (a) analyzing investment performance and portfolio positioning, (b) assisting with due diligence of prospective investments, ongoing monitoring of existing investments, and preparation of investment recommendations and presentations for the Investment Team and Investment Committee, and (c) participating in weekly asset allocation and investment manager discussions. In concert with colleagues, the Investment Analyst enhances and maintains the Investment Office's models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties include assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates. The Investment Analyst position offers an opportunity to have broad exposure across asset classes and develop investment expertise in an intellectually demanding and collaborative environment. The Investment Analyst's primary responsibilities include:

• Analyzing investment performance and portfolio positioning.
• Assisting with due diligence of prospective investments, ongoing monitoring of existing investments, and preparation of investment recommendations and presentations for the Investment Team and Investment Committee.
• Participating in weekly asset allocation and investment manager discussions.

The Investment Analyst will assist in enhancing and maintaining the Investment Office's models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties including assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates. Additional responsibilities and special projects will be assigned as needed.

Required Skills

• Bachelor's degree with demonstrated strong academic performance required (no MBAs please); preference for Finance, Economics or quantitative field and/or its equivalent, but not required
• Intellectually curious and inquisitive, particularly with respect to financial markets, investment portfolio strategy, and endowment management
• High ethical standards and personal integrity
• Strong analytical and quantitative capabilities; comfortable gathering, organizing, and working with data, with strong attention to detail, using a range of software tools (e.g., Microsoft Office suite)
• Demonstrated ability to learn quickly and then use new concepts, tools, and processes; willingness to learn new tools and databases (e.g., FactSet, eVestment and Private-I)
• Team-oriented with ability to work independently and collaboratively in an organized fashion to produce highly accurate work products while multi-tasking, managing competing deadlines, and working with different colleagues simultaneously
• Strong written and verbal communication skills, especially for long-form diligence memos and presentation development and delivery during both internal and Investment Committee meetings

Specific Responsibilities Include:

• Gather, synthesize and analyze data to develop discussion materials and actionable recommendations across a wide array of endowment investing topics; then highlight material findings for the team and the Investment Committee of the University's Board of Trustees
• Support the team by assisting with analytically and qualitatively rigorous manager due diligence and investment portfolio monitoring
• Regularly engage with colleagues to discuss, evaluate, and present material on completed analytics and existing and prospective investments
• Prepare and present materials for Trustee Investment Committee meetings
• Build relationships with current and prospective investment managers, other LP investors, and analytics providers
• Represent Boston University at Annual Meetings, conferences, and industry events
• Workstreams include: Gather qualitative and quantitative data, complete analytics, evaluate results, prepare various materials (portfolio updates, investment recommendations, Executive Committee and Investment Committee books, look‑through exposures, and quarterly performance reports for Privates, Hedge Funds and Equity) and communicate key take‑aways and/or material changes, write memos and PPT presentations, work on due diligence, make presentations, quality control monthly endowment performance reports, and assist with transactions (futures, margin, and capital calls and distributions), as needed

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy‑related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.