« Back to Summary Apply now >

Investment Analyst

  • Compensation: $90,000.00 - $112,000.00 Per Year Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #20293

The Investment Office (IO) of a $1.1Bn college endowment is looking to hire an Investment Analyst for their Investment Office. The IO is responsible for determining and implementing the investment strategy of the endowment.  
Responsibilities:

  • Key member of the Investments team in all aspects of the investment process, including participating in meetings with existing and prospective managers; developing quantitative and qualitative evaluation of investment opportunities; supporting and defending investment views; analyzing performance and portfolio characteristics, and preparing research and monitoring deliverables and contributing meaningfully to investment recommendations
  • Tracking of and support screening prospective investment opportunities
  • Analyzing and synthesizing quantitative and qualitative data relating to general investment concepts, as well as performance and exposures of individual managers, asset classes, and the overall portfolio and articulating key findings and trends
  • Supporting strategic research projects that further team-wide knowledge about markets and/or opportunity sets
  • Interfacing with fund managers to collect data and insights to inform various analyses 

Qualifications:

  • Minimum 1 – 2 years relevant experience in asset management, finance, accounting, investing, consulting, or like field
  • The candidate must be eligible to work in the United States without requirement for employer sponsored work visa, now or in the future
  • Bachelor’s degree, preferably in a relevant field
  • Strong mathematical foundation, with a working knowledge of financial math, accounting concepts, and statistics
  • Basic knowledge of, and genuine interest in capital markets and investing as a career path
  • Advanced Excel and PowerPoint skills, with a demonstrated ability to learn systems (Capital IQ, Bloomberg, etc) that support the quantitative aspects of investment diligence and monitoring.
  • Intended or Active Pursuit of CFA or CAIA certification is a plus
  • Intellectual honesty, curiosity, and a demonstrated ability to think critically
  • Strong, demonstrated quantitative and analytical capabilities
  • Strong organizational skills and detail-orientation, with a commitment to accuracy and timely delivery
  • Demonstrated, proactive stance toward learning, open-mindedness, and a commitment to learning and growth
  • Strong interpersonal skills, empathy, and commitment to team-wide success.
  • Demonstrated level of professionalism; able to collaborate with internal and external stakeholders across the organization with respect.
  • Strong communicator, both written and verbal.
  • Proficient in Microsoft Office Suite, specifically Microsoft Excel, Word, and PowerPoint
  • Ability and willingness to travel domestically and internationally
  • Interest in contributing holistically to a small, entrepreneurial, “start-up” environment
Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!


Like what you just read and think its worth sharing? Sharing is caring.