Investment Associate: Portfolio Diligence & Strategy

Trinityinstitute; New York (NY); On-site; USD 140,000 - 155,000; Full time

Job summary

Trinity Church in New York seeks an Associate to support senior investment staff in implementing and overseeing our diversified portfolio. You will monitor managers, lead underwriting workstreams, contribute to asset-class discussions, and help improve reporting and processes.

The role requires independent analysis and professional representation with external managers and peers. The position offers exposure to portfolio construction, risk assessment, and cross-functional collaboration within a

Qualifications

• 4–7 years of institutional investment experience.
• Experience with investment data, reporting systems, and analytical tools.
• Strong proficiency in Excel, PowerPoint, and Word.

Responsibilities

• Monitor investment managers and portfolio characteristics across asset classes.
• Conduct due diligence including performance analysis and memo drafting.
• Lead underwriting timelines and address key diligence questions and risks.
• Develop and refine investment reporting and committee materials.
• Present analysis to internal stakeholders and senior teams.

Skills

Investment analysis

Portfolio monitoring

Financial modeling

Communication skills

Reporting

Education

Bachelor's degree

MBA or CFA preferred

Tools

Caissa

FactSet

Northern Trust

Job description

Trinity Church in New York seeks an Associate to support senior investment staff in implementing and overseeing our diversified portfolio. You will monitor managers, lead underwriting workstreams, contribute to asset-class discussions, and help improve reporting and processes.

The role requires independent analysis and professional representation with external managers and peers. The position offers exposure to portfolio construction, risk assessment, and cross-functional collaboration within a