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Investment Analyst, Investment Office

Boston University

  • Boston, MA
  • 2 days ago
  • $86,050–$114,750
  • Full-time

Highlights

In concert with colleagues, the Investment Analyst enhances and maintains the Investment Office’s models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties including assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates.

Numbers & Facts

LocationBoston, MA
Job TypeFull-time
IndustryEducation
Salary$86,050–$114,750
Company Size1 to 9 employees
Websitehttp://www.bu.edu/

Description

The University seeks to add a thoughtful and bright Investment Analyst  to join its collegial, twelve-person Investment Office and report to the Chief Investment Officer.  The position offers broad exposure across asset classes and the opportunity to develop investment knowledge and skills in an intellectually demanding and collaborative environment. The Investment Analyst’s primary responsibilities include: (a) analyzing investment performance and portfolio positioning, (b) assisting with due diligence of prospective investments, ongoing monitoring of existing investments, and preparation of investment recommendations and presentations for the Investment Team and Investment Committee, and (c) participating in weekly asset allocation and investment manager discussions. In concert with colleagues, the Investment Analyst enhances and maintains the Investment Office’s models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity.
 
Other duties include assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates. The Investment Analyst position offers an opportunity to have broad exposure across asset classes and develop investment expertise in an intellectually demanding and collaborative environment.  
 
The Investment Analyst's primary responsibilities include:
  • Analyzing investment performance and portfolio positioning.
  • Assisting with due diligence of prospective investments, ongoing monitoring of existing investments, and preparation of investment recommendations and presentations for the Investment Team and Investment Committee.
  • Participating in weekly asset allocation and investment manager discussions.
The Investment Analyst will assist in enhancing and maintaining the Investment Office's models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties including assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates. Additional responsibilities and special projects will be assigned as needed.


Required Skills
  • Bachelor's degree with demonstrated strong academic performance required (no MBAs please); 
    preference for Finance, Economics or quantitative field and/or its equivalent, but not required 
  • Intellectually curious and inquisitive, particularly with respect to financial markets, investment 
    portfolio strategy, and endowment management 
  • High ethical standards and personal integrity 
  • Strong analytical and quantitative capabilities; comfortable gathering, organizing, and working with 
    data, with strong attention to detail, using a range of software tools (e.g., Microsoft Office suite) 
  • Demonstrated ability to learn quickly and then use new concepts, tools, and processes; willingness to 
    learn new tools and databases (e.g., 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 

Specific Responsibilities Include: 

  • 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 

Applications should consist of a resume, cover letter detailing your interest in the position, 
and undergraduate transcript. Round 1 applications will be accepted until 11:59PM ET on Wednesday, 
September 30th. 

 

 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor. 



Required Experience

About Company

Boston University is one of the leading private research and teaching institutions in the world today, with two primary campuses in the heart of Boston and programs around the world. As a Boston University employee you will be part of a dynamic community where every individual is valued. You'll reap the rewards of being on a college campus, such as direct access to the heart of the education and research community and a myriad of opportunities to help create a positive impact on our students' educational experiences. Education thrives in Boston, and working here – at one of the largest employers in the city – will give you the opportunity to contribute to our mission and work with some of the most experienced educators and staff in the nation.

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