Job description

Please review the details for the position before applying for the opening. If you are an internal employee, please apply through the internal portal on Workday. You should have your completed resume/cv and cover letter ready to upload. You should upload both documents on the third page (the required section is named resume/cv – this is also where you should upload your cover letter). These documents should either be in a PDF format (.pdf) or a Word document (.doc) format.

Job Posting Title
Investment Analyst
Job Description Summary
Admin Exempt
Job Description
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 $2.3 billion as of the fiscal year ended June 30, 2020. 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 recent graduates and graduating seniors (0-2 years of work experience). 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 the management of the Wellesley College endowment. This position reports to the Deputy CIO but provides support to and receives direction from the entire team. 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, exposure analysis (geographic, leverage, transparency, strategy, holdings)

• Conduct performance attribution, correlation and other analysis

• Coordinate and prepare background information for team member visits with managers

• Represent the College at partnership meetings and prepare summary notes

Legal

• Support senior team members during legal review of new investments o Review legal documents and legal amendments as needed

Portfolio Analysis

• Support investment team with asset class reviews and asset class analysis o Support analysis related to existing and prospective portfolio benchmarks o Support data collection and aggregation for asset allocation reviews

• Perform research using internal analytical databases

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, hard working and detail oriented

• An ability to work effectively in a small, collegial, high-performing team o Excellent oral and written communication skills

• Strong organizational skills

• Initiative and willingness to learn

• Competent in Microsoft Excel and PowerPoint

• Adherence to a strict code of ethics

• Willingness to travel periodically, as needed

• Employment eligibility in the United States of America. We are unable to accept H1B candidates at this time.

To apply for this position, please follow the link to the College’s website and submit a cover letter, resume, transcript (unofficial is fine) and writing sample as separate attachments.

Follow the College’s job postings at https://www.wellesley.edu/hr (Job Seekers > Staff)

Please label your documents as follows:
1.) “Last Name_First Name Cover Letter, ”
2.) “Last Name_First Name Resume, ”
3.) “Last Name_First Name Transcript”
4.) “Last Name_First Name Writing Sample.”

Qualified candidates will be contacted for a phone screen. No phone inquiries please.

Worker Sub-Type
Administrative
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 for the Wellesley community have an equal opportunity to flourish.

Wellesley College is an Equal Opportunity Employer, and we are committed to increasing the diversity of the college community and the curriculum. Wellesley College and all its subcontractors shall abide by the requirements of 41 CFR 60–1.4(a), 60–300.5(a) and 60–741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity or national origin. Moreover, these regulations require that Wellesley College and all of its subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status. Candidates who believe they can contribute to that goal are encouraged to apply.

Job Type: Full-time

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