Investment Analyst (Job ID: 2026-3886)

Brookings Institution; Washington (District of Columbia); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Brookings Institution seeks an Investment Analyst to support the Investment Office in Washington, DC. The role focuses on investment operations, data management, and reporting while offering exposure to research and portfolio analysis over time.

The position is full-time and hybrid, with some travel and onsite requirements. A Bachelor’s degree and 0–2 years’ experience are expected, along with strong Excel skills and attention to detail.

Qualifications

• Bachelor's degree required; 0–2 years of relevant experience.
• Demonstrated interest in endowment investing and financial markets.
• Strong attention to detail and good written and verbal communication.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Excel; familiarity with Microsoft 365, SharePoint, and Power Automate preferred.

Responsibilities

• Data management and reporting for investment operations.
• Prepare Investment Committee and Board exhibits including summaries of portfolio activity and performance.
• Assist with ad-hoc portfolio analyses, cash flows, and valuations.
• Monitor capital calls and coordinate with managers for execution.
• Enter existing managers’ capital account statements and performance data into portfolio tracking spreadsheets.
• Assist Investment Office colleagues in assembling and submitting investment subscription and redemption documents.
• Receive and respond to managers’ requests for regulatory confirmations and contact lists.
• Attend external manager meetings, take notes, and participate in pipeline meetings.
• Support the institution’s annual financial audit by collecting investment funds’ statements and tax documents.

Skills

Attention to detail

Written communication

Verbal communication

Team collaboration

Independence

Education

Bachelor's degree

Tools

Excel

Microsoft 365

SharePoint

Power Automate

Job description

Overview

Join one of the most influential, most quoted, and most trusted think tanks!

The Brookings Institution is a nonprofit public policy organization based in Washington, D.C. Our mission is to equip decision-makers with nonpartisan research and policy strategies to create a more prosperous and secure country and world.

To advance our mission, we are committed to the following four goals:

• Develop economic growth strategies for a changing world

• Expand economic and social opportunity for all

• Revitalize U.S. democratic institutions

• Advance peace and security worldwide

At the core of our mission is the quality, independence, and impact of our research. We are dedicated to finding bold, pragmatic solutions for societal challenges through open-minded inquiry, diverse perspectives, and holding ourselves to the highest standards of scholastic rigor.

Beyond the pursuit of excellence and intellectual rigor, Brookings places immense value on creating a supportive and collaborative environment where every individual can do their best work, learn, and grow. Because of this, Brookings has been at the forefront of public policy for more than a century.

The Investment Office is responsible for managing the long-term financial assets (i.e. the endowment) that supports approximately 20% of Brookings’ annual operating budget. In addition to setting and implementing the investment strategy in conjunction with the Investment Committee of the Board, the Investment Office team researches and selects external asset management firms, handles internal portfolio operations, and works with Brookings’ other business units to establish and maintain strong financial and legal practices, and to comply with regulations.

Position Location: This position ishybrid. Hybrid positions combine regular in-person presence at our Washington, DC office with theoptionof two days of remote work each week.

Responsibilities

Ready to contribute toBrookingssuccess?

The Investment Analyst will contribute to all aspects of the four-person team’s duties. The Analyst will initially focus on investment operations, data management and reporting while gaining exposure to investment management. The Analyst will gradually expand into investment research and portfolio analysis responsibilities over time as they gain experience. This is a regular, full-time position. Business travel will eventually be required, approximately 10-20% of time. Work Location: This is a hybrid position based in Washington, DC, with a minimum expectation of 3 days per week onsite at Brookings' Massachusetts Avenue office.

Data Management and Analysis(35%)

• Manages information flows for the investment team.

• PreparesInvestment Committee and Board exhibitsincludingSummary of PortfolioActivity,Summary ofPortfolioPerformanceand Spending Sustainability.

• Supports team memberswith ad-hoc manager and/or whole portfolioanalyses, including assessments ofasset valuesand performance over time,underlying portfolio exposures,and cash flows/liquidity.

InvestmentPortfolioOperations(35%)

• Monitors and communicates existing managers’ capital call requests to colleagues for execution.

• Entersexisting managers’ capital account statementsandother performance datainto the portfolio tracking spreadsheet.

• AssistsInvestment Office colleagues in assembling andsubmittinginvestmentsubscriptionand redemption documents.

• Receivesand respondsappropriately to existing managers’ requests for regulatory confirmations and authorized contact lists, requesting guidance and/orassistancefromappropriate colleaguesas needed.

Investment Management(30%)

• Attendsexternal manager meetings.Takesnotes anddocumentsforthe record.

• Participatesin weekly Pipelinemeetingswith the whole teamto discussand analyzefindingswithexisting and prospective managers.

• Drawsonexpertiseof senior team members to increase knowledge about the portfolio, markets,managersandthe industry

• Supportsthe Institution’s annual financial audit by collecting investmentfunds’financial statements and tax documents.

Qualifications

Ready to make an impact? In this role, you will support Brookings values of collegiality, respect, inclusion,diversityand community, and bring the following qualifications:

Qualifications

Bachelor's degreerequired; 0–2 years of relevant experience preferred, which may include internships or relevant coursework.

Knowledge/Skill Requirements

Demonstrated interest in endowment investing and financial markets.Strong attention to detail.Uses judgment toidentifyopportunities,anticipateproblems and suggest solutions. Excellent organizational skills, written and verbal communication skills, and people skills. Ability to work independently and with a team. Ability to complete tasks with minimal supervision: reliability, responsiveness, initiative, poise,appropriateand mature judgment. Ability to set priorities, meet deadlines, manage multipletasksandcompetingdemands. Ability to handle sensitive and confidential information with discretion. Ability to interact diplomatically,professionallyand quickly with Brookings’ trustees, executiveleadersand their assistants.Basic experience in Microsoft OutlookandWord andintermediate to advancedproficiencyinExcel isrequired; familiarity with Microsoft 365,Sharepoint, and PowerAutomateis preferred.

Additional Information

What can we offer you? Brookings provides a generous benefit package that is comprehensive and includes both traditional benefits and unique offerings.Our comprehensive benefits package includes medical, dental, and vision benefits, generous time off, and workplace flexibility. For more information, please visitBrookings Benefits.

Successful completion of a background investigation isrequiredfor employment at Brookings.

Brookings welcomes and celebrates diversity in all its forms, including diversity of experience, thought, and personal background. We welcome applications that reflect a variety of backgrounds based on ideology, race, ethnicity, religion, national origin, gender, sexual orientation, gender identity or expression, disability, veteran status, first generation college goers, and other factors protected by law. Brookings is proud to be anequal-opportunityemployer that is committed to promoting a diverse and inclusive workplace.All selection decisions are based upon merit, skills,abilitiesand experience.