Dartmouth College · 1 day ago
Investment Associate.
Boston, MA
Full-time
Hybrid
Entry Level
$120K/yr - $135K/yr
1+ years expDartmouth College is seeking an Investment Associate to join their investment team managing over $9 billion in endowment. The role focuses on the global private investment portfolio, performing due diligence on investment managers, and supporting the overall investment strategy.
EducationHigher EducationUniversities
Responsibilities
Conduct private investment reporting and analytics, including assessing manager and sub-portfolio performance, exposures, and cash flows. Projects include working with third-party databases and resources
Provide recommendations for new processes, analyses and approaches that will enhance the overall effectiveness of investment reporting
Work with the team to consider the endowment’s overall strategy for investing in private assets
Analyze market trends and pursue asset class/industry research to support investment efforts
The manager due diligence process includes the initial screening of investment managers; quantitative performance analysis and qualitative due diligence; participating in meetings with the managers; and participating in internal deliberations that lead to an investment recommendation
Work closely with the team in the evaluation and monitoring of existing and potential new third-party investment managers and direct co-investments
Regularly attends manager meetings and select conferences, periodically asking pertinent questions
Coordinates meeting materials, notes and captures key meeting points
Begins to develop understanding of team, structure, alignment, process, terms and other factors pertinent to the investment due diligence process
Manage time effectively, working with the team to meet deadlines and communicate regularly
Ensure security and confidentiality of sensitive information
Starts to develop network of industry peers
Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all
Performs other duties as assigned
Qualification
Required
Bachelors plus 1-2 year(s) of experience or equivalent combination of education and experience
one-three years of experience in a financial or analytical field
Experience analyzing and interpreting data and making fact-based recommendations
Intellectual curiosity and a passion for investing
Advanced quantitative and analytical skills
Expertise in Microsoft Excel and PowerPoint
Ability to grasp new concepts quickly
Ability to write clearly and effectively
Familiarity with general investment principles and characteristics of various asset classes
Creative ability to pursue improvement in the analytical tools currently in use
Ability to independently gather relevant information and data
Team player
Good communication skills
Ability to set priorities and meet deadlines
Ability to maintain confidentiality
Preferred
Progress toward the CFA or CAIA encouraged, but not required
Company
Dartmouth College
Dartmouth College is a member of the Ivy League and consistently ranks among the world's academic institutions.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$61.2MKey Investors
US Department of EnergyLisa Stuart,Scott StuartAllison Magnuson
2022-08-25Grant
2018-10-28Grant· $10M
2018-05-07Grant· $20M
Leadership Team
Eric R Fossum
John H Krehbiel Sr. Professor of Emerging Technologies, Thayer School of Engineering
Recent News
2026-01-09
2025-12-15
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