Investment Analyst
Wellesley College

Job Info

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At Wellesley, our mission is to deliver an outstanding liberal arts education
to women who will make a difference in the world. Our collaborative
community, comprising faculty, students, staff, and alumnae, is guided by
our shared values. We champion intellectual discovery and excellence,
uphold gender equality as foundational to progress, affirm diversity as
crucial to educational excellence, value connection and community, empower
individuals for social change, and commit to integrity and academic freedom
in our pursuit of knowledge. Join us in this transformative journey!

When applying for the position, please ensure a thorough review of the job
details. If you are an internal employee, kindly utilize the internal portal on
Workday for your application. Prepare a comprehensive resume/cv and cover
letter for upload. Acceptable formats for these documents are either PDF
(.pdf) or Word (.doc).

Job Posting Title
Investment Analyst

Job Description Summary
Admin Exempt

Job Description
Background Wellesley College has a long history of providing an excellent liberal arts undergraduate education for women. The College, established in 1870, has a student body of 2,400 undergraduates. The Wellesley College endowment had a market value of $2.8 billion as of the fiscal year ended June 30, 2022. The investment of the endowment is managed by the College's Investment Office, located on the College campus in Wellesley, MA.

Position Summary
The Investment Analyst role is a 3-year, full-time position open to recent graduates and graduating seniors (0-1 years of work experience), with an expected start date of summer 2025. Team members must live in the Boston metro area but, post an initial training period, have the option to work remotely 2 days a week. The Investment Analyst position provides a unique opportunity to gain broad exposure to and experience in institutional investing. The Investment Analyst is an integral member of the investment team responsible for managing the Wellesley College endowment. This position reports to the Deputy CIO but provides support to and receives direction from the entire team. The Investment Analyst works across all asset classes in a variety of capacities as described below. The Investment Analyst supports manager due diligence and monitoring, including extensive quantitative analysis and qualitative investment research. Specific responsibilities include, but are not limited to:

Analysis on current and prospective managers o Review performance of managers versus benchmarks and internal records o Conduct performance attribution and exposure analysis (geographic, leverage, transparency, strategy, holdings), amongst other analysis. o Coordinate and prepare background information for team member visits with managers. o Represent the College at partnership meetings and prepare summary notes. o Review legal documents and legal amendments.

Qualifications

• The Investment Analyst should exhibit the desire to learn and grow as an investment professional and keep up to date on the latest market news, industry practices and technology applications.

Core requirements include:

• An interest in investing and capital markets
• Relevant coursework, internship, and/or work experience.
• Accountable, hardworking, and detail-oriented
• An ability to work effectively in a small, collegial, high-performing team
• Excellent oral and written communication skills
• Strong organizational skills
• Initiative and willingness to learn
• Competent in Microsoft Excel and PowerPoint
• Adherence to a strict code of ethics
• Willingness to travel occasionally, as needed
• Employment eligibility in the United States of America.
• We are unable to accept H1B, CPT, or OPT candidates at this time.

To apply for this position, please follow the link to the College's website and submit all of the following materials as separate attachments:

• Cover letter
• Resume
• Transcript (An unofficial transcript is fine)
• Writing sample
• - Does not need to be investment/finance related
• - There is no page requirement; submit whatever piece of work you believe best displays your writing abilities
• - Must be your own, independent work (e.g. not a group project)

All four pieces of application material should be uploaded in the "Resume & Cover Letter" section on the application portal. Please label your documents "Last Name_First Name Cover Letter," "Last Name_First Name Resume," "Last Name_First Name Transcript" and "Last Name_First Name Writing Sample."

Candidates who do not submit all requested materials will not be considered. Follow the College's job postings at https://www.wellesley.edu/hr (Search for jobs >> Staff) Qualified candidates will be contacted for a virtual interview. No phone inquiries please.

The application deadline is Monday, September 30th, 2024.

Company Description

Wellesley's mission is to provide an excellent liberal arts education to women who will make a difference in the world. We advance our mission by working together as a community-faculty, students, staff, and alumnae.
Embark on a fulfilling career journey at Wellesley College, where we prioritize your well-being and professional growth. As a valued member of our team, you'll enjoy a comprehensive array of benefits and resources designed to enhance both your work-life balance and long-term success.

• Competitive Compensation : Experience competitive wages ensuring your dedication is recognized and rewarded.
• Exceptional Benefits Package: Access a comprehensive benefits package, including health, dental, vision and pre-tax saving benefits, life insurance, disability coverage, and more to safeguard your health and that of your loved ones.
• Commuting and Transportation: Enjoy the convenience of free parking on our picturesque campus, easily accessible from major roadways. We are also accessible via the MBTA commuter rail.
• Paid Time Off : Take advantage of paid vacations, personal days, sick time, and holidays to recharge and maintain a healthy work-life harmony.
• Retirement Savings : Plan for the future with our retirement savings plan. Wellesley College contributes up to 10.5% towards your 403(b) plan for eligible employees
• Work/Life and Wellness: A hybrid work environment for select positions (additional details will be provided during the interview process), caregiving support through Wellthy, legal plan insurance, pet insurance discount and a variety of other resources including retirement planning, free onsite and virtual fitness classes and access to cultural and leisure activities throughout metro-Boston.
• Professional Development: Enhance your skills and explore growth opportunities through continuing training and pathways for growth within our supportive environment.
• Tuition and Education Benefits : Invest in your education with tuition benefits, and access resources to navigate student loan forgiveness, reinforcing our commitment to your ongoing learning.
• Campus Privileges : Enjoy free use of our state-of-the-art athletic and fitness facilities with onsite fitness classes, Library resources, and seize opportunities to attend diverse campus events that contribute to a vibrant community.

Apply today and take your first step toward a rewarding career with Wellesley College - where your unique strengths and success are celebrated as part of our shared commitment to inclusivity!

Worker Sub-Type
Administrative

Time Type
Full time

EEO Statement
At Wellesley, we embrace and honor difference and diversity. We believe the best ideas-the best solutions-draw on a range of voices, perspectives, and experiences. As a college, and as a community, we are dedicated to assuring that all members for the Wellesley community have an equal opportunity to flourish.

Wellesley College is an Equal Opportunity Employer, committed to the diversity of the college community and the curriculum . Wellesley College and all its subcontractors shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity or national origin. Moreover, these regulations require that Wellesley College and all of its subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status. Candidates who believe they can contribute to that goal are encouraged to apply.

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