Investment Analyst, Investment Office

Investment Analyst, Investment Office

Job Description

Category:
Charles River Campus -->
Professional

Job Location:

Boston, MA, United States

Tracking Code:

Posted Date: 9/9/2026

Salary Grade:
Grade 49

Expected Hiring Range Minimum: $86,050.00

Expected Hiring Range Maximum: $

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training and internal pay comparison. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Position Type:
Full-Time/Regular

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.

• 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., Fact…