Phillips Academy · 4 months ago
Investment Analyst - NYC-based Investment Office
New York, NY
Full-time
Hybrid
Entry Level
$125K/yr - $140K/yr
1+ years expPhillips Academy is a residential secondary school with a significant endowment supporting its need-blind admissions policy. They are seeking an Investment Analyst for their NYC-based Investment Office to assist in quantitative and qualitative analysis of investment managers and reporting on the overall portfolio.
AssociationEducationReal Estate
No H1B
Responsibilities
Preparing analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall
Acting as point person on a set of specific investments, developing responsibility for the coverage of and communication with such managers over time, and keeping the CIO and team abreast of notable developments, with more in-depth reviews and assessments periodically
Supporting team in sourcing, screening and analyzing prospective investment managers
Ultimately drafting investment and redemption recommendation memos for the Investment Committee (“IC”); presenting performance reviews and investment recommendations to the IC
Leading and contributing to ad hoc research projects on market trends, strategies, and opportunities
Providing regular operational support for the portfolio
Traveling approximately 10-15% of time for conferences, diligence, and/or monitoring of existing/prospective investments
Qualification
Required
One to four years of finance or business experience, within investment management, investment banking, consulting or another relevant field
High degree of comfort with quantitative analysis
Proficiency in Microsoft Excel, Word, Power point; interest to master other relevant software
Strong work ethic, organizational skills and attention to detail. Ability to set goals, prioritize tasks, communicate progress effectively and manage simultaneous projects
Excellent written and oral communication skills
Interest in driving analysis to a well-reasoned/supported conclusion/recommendation
Self-motivation and strong problem-solving skills; entrepreneurial approach to challenges
High level of professional maturity, integrity and judgement. Dependability and a sense of personal ownership of responsibilities. Track record of collaboration, working on a small team
Strong Academic credentials, Bachelor's degree, preferably in finance, economics, or a relevant subject area
Benefits
Discretionary bonus
Company
Phillips Academy
Founded in 1778, Phillips Academy is an independent, coed, boarding high school serving a diverse community of 1,100 students who come......
Founded in 1778Andover, Massachusetts, USA
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kirsten Landers Glantz
Chief Investment Officer
Company data provided by crunchbase