Investment Analyst

The Investment Analyst will support senior analysts and be part of a team that provides strategic input regarding existing and new opportunities for the investment portfolio.  2-5 years of investment or industry experience is preferred.

Duties & Responsibilities

These responsibilities include:

  • Assisting with proactively sourcing and evaluating new investment opportunities
  • Evaluating and monitoring outside asset managers
  • Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate
  • Analyzing current market conditions and supporting asset allocation decisions and portfolio construction
  • Performing research projects on issues relevant for a global institutional portfolio, including researching new investment ideas and themes
  • Synthesizing information and making coherent and reasoned investment recommendations

Specific Work Experience & Background Desired

  • Bachelor’s Degree
  • Investment or industry experience
  • An advanced degree and/or CFA designation are a plus

Other Desirable Attributes

  • High levels of motivation and initiative
  • Strong interpersonal skills
  • Success in a team environment
  • Proven analytical and quantitative skills
  • Strong written and verbal communication skills

Application Requirements

Your application should include your resume, cover letter, and succinct responses to two of the following questions:

  • What about investing interests you?
  • Describe a time when you had a disagreement with a boss or colleague and how you handled the situation.
  • How have you pursued learning opportunities outside of your normal job or school requirements?
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