Boston University · 2 weeks ago
Investment Analyst, Investment Office
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $125K/yr
2+ years expBoston University is the 4th largest private, not-for-profit, residential, research university in the US, and they are seeking an Investment Analyst to join their Investment Office. The role involves analyzing investment performance, assisting with due diligence, and participating in discussions regarding asset allocation and investment management.
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Responsibilities
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
Qualification
Required
Bachelor's degree with demonstrated strong academic performance required; preference for Finance, Economics or quantitative field and/or its equivalent, but not required
Preference for 2 – 4 years of investment-related work experience
This is a pre-MBA position (no MBAs please)
Intellectually curious and inquisitive, particularly with respect to financial markets, investment portfolio strategy, and endowment management
Strong analytical and quantitative capabilities; comfortable gathering, organizing, and working with data, using a range of software tools and databases (e.g. complex Excel formulas, Word, PPT, 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
High ethical standards and personal integrity
Company
Boston University
Boston University is one of the leading private research and teaching institutions in the world today, with three primary campuses in the heart of Boston and programs around the world.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$17.6MKey Investors
National Institutes of HealthNational Institute on Aging
2023-09-15Grant· $13.7M
2023-04-03Grant· $3.9M
Leadership Team
Clémentine Plati
Co-Founder and Program Coordinator, Mentoring Circles for Data Science and Machine Learning
Farah Rexha
Pre-Health Professionals Club (PHPC) Co-Founder & Co-President
Recent News
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