Job Details

Investment Analyst, Investment Office

Position Number: 9810458
Location: Boston, United States
Position Type: Business and Financial Management

Investment Analyst, Investment Office

Job Description
Investment Analyst, Investment Office

Category
Charles River Campus --> Professional
Job Location
Boston, MA, United States
Tracking Code
26501049710901
Posted Date
9/9/2026
Salary Grade
Grade 49
Expected Hiring Range Minimum
$86,050.00
Expected Hiring Range Maximum
$114,750.00

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.
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 Skills

Job Location: Boston, MA
Position Type: Full-Time/Regular
Salary Grade: $86,050.00-$114,750.00

To apply, visit https://jobs.silkroad.com/BU/External/jobs/317267