Investment Analyst

Job no : R-0000001527

R-0000001527

Position Title : Investment Analyst

Investment Analyst

Faculty or Staff : Staff

Staff

Full Time or Part Time :

Full time

In-Person, Hybrid, or Remote :

In-Person

Minimum Starting Rate of Pay :

$91,617.00Rate of pay commensurate with experience

Start Date : 09 / 30 / 2024

09 / 30 / 2024

Job Description :

The Mount Holyoke College Investments Office is charged with the day-to-day management of the College’s endowment, which stands at roughly $1 billion today and serves as a critical financial resource for the College.

The primary objective of the endowment is to provide perpetual support for the mission of Mount Holyoke by serving as a reliable source of funds for the operating budget while also growing assets for the future.

The Analyst will report to the Chief Investment Officer but will work under the close supervision of other senior investment team members as an integral part of the small generalist investment team assisting with all functions (investment and operations) pertaining to the management of the portfolio.

The Analyst has the opportunity to be a key member of an entrepreneurial, collaborative team and to gain wide-ranging exposure to all aspects of endowment management.

• The Analyst plays a critical supporting role as a member of the investment team, helping to manage the endowment’s assets by collecting, organizing, and analyzing data and information to support portfolio management and Investment research efforts and decisions;
• managing and honing the systems, processes, and tools utilized by the team to manage the portfolio and day-to-day workflow;

and supporting the preparation of investment reports, memos and investment committee materials.

The Analyst is an active participant in investment research efforts, including vetting new funds and monitoring current investment partnerships.

All team members function as generalists and thus the Investment Analyst will have the opportunity to gain exposure to all asset classes including public equities, hedge funds, private equity, venture capital, credit, and real assets.

Duties / Responsibilities :

Monitor, update, and create reports on investment performance, exposures, holdings, liquidity, and other key portfolio metrics.

Assist senior team in the screening, selection, and monitoring of investment managers through background research, pipeline tracking, manager meetings, and portfolio analyses.

Assist with preparation of materials for the Investment Committee and other stakeholders.

Maintain internal databases and research management systems on a regular basis.

Participate in manager meetings with responsibility for notes, memos and follow-ups.

Oversee retention and organization of documents received from investment managers.

Assume responsibility for conducting and leading ad hoc projects related to portfolio management, operations, and investment research.

Oversee monthly performance reporting process through coordination with third-party.

Assist the investment team with coordination of operational due diligence and legal review for prospective investments.

Minimum Qualifications :

Undergraduate degree with a record of outstanding achievement.

2-5 years of work experience, preferably in the investment industry.

Willingness to travel domestically and internationally as needed.

Entrepreneurial mindset with an interest in working in a collaborative, tightknit, and dynamic team setting.

Self-starter attitude with the ability to take initiative and work independently.

High degree of intellectual curiosity and a demonstrated interest in investing.

Desire to learn and be challenged through practical, hands-on work.

Strong data / quantitative prowess with excellent spreadsheet / Excel and analytical skills.

Excellent interpersonal, written, and oral communication skills.

Strong attention to detail and commitment to exceptional organization and quality.

Background Checks :

Mount Holyoke College is committed to providing a safe and secure environment, supported by qualified employees that will allow all of its students, faculty, staff and those associated with them to successfully carry out the mission of the college.

As a condition of employment, the College will conduct appropriate background checks for all new hires. Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy.

Special Instructions for Applicants :

Apply online; application materials must include :

• A cover letter summarizing interests and qualifications
• A complete resume or curriculum vitae
• For faculty positions, statements on mentoring, teaching, and research will also be required.

Mount Holyoke College is an Equal Opportunity Employer (EOE)

Mount Holyoke College, the leading gender-diverse women’s college, is dedicated to providing equal employment opportunities for all individuals regardless of their race, color, religion, sex, national origin, age, disability, or any other legally protected status.

We are a diverse community of staff, faculty, and students, united in our mission to offer an intellectually adventurous education in the liberal arts through academic programs that are renowned internationally for their cross-disciplinary excellence, experiential approach, and commitment to diversity.

Mount Holyoke College is a welcoming and inclusive environment that values and respects individuals of all backgrounds. As an EOE, we encourage members of historically underrepresented groups or nontraditional backgrounds to apply for open positions at our institution.

The College has a long-standing tradition of providing women and other historically underrepresented groups with access to an innovative educational experience that prepares students for purposeful leadership by integrating hands-on opportunities into the curriculum.

We firmly believe that diversity enriches our community and enhances our ability to prepare students for success in an increasingly globalized world.

We are dedicated to providing equal opportunities for all qualified applicants and to building an exemplary workforce that reflects the diversity of our student body and the communities we serve.

Our ultimate goal is to produce graduates who are capable of engaging thoughtfully, effectively, and boldly with the world.