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Boston University INVESTMENT ANALYST, Investment Office in BOSTON, Massachusetts

Boston University is the 4th largest private, not-for-profit, residential research university in the US, with over 35,000 students and annual revenue in excess of $2.5 billion. Established in 1869, the University offers a breadth of undergraduate, graduate, and professional programs through its 17 Schools and Colleges and more than 300 fields of study. In a continuing effort to enrich its academic environment and provide equal educational and employment opportunities, Boston University actively encourages applications from members of all groups underrepresented in higher education. The University is an AAU institution with a rich tradition of inclusion. It is proud to be the first American university to award a Ph.D. to a woman, and it continues that tradition of educating a diverse and talented student body.

The $3 billion Boston University Endowment Portfolio is diversified across a variety of asset classes and investment strategies. The Boston University Investment Office, formed in 2007, along with the Investment Committee of the University’s Board of Trustees, is charged with managing the University’s pooled long-term endowment assets for the current and future support of operations and with preserving the long-term purchasing power of the Endowment. It currently supports approximately 3% of the University’s operating budget. For additional information, please refer to https://www.bu.edu/investments/

The University seeks to add a thoughtful and bright Investment Analyst to join its collegial, nine-person Investment Office. Team members must live in the Boston area but post an initial training period, have the option to work remotely 2 days a week. Investment Analysts play an integral role on the team and are involved in portfolio analyses, investment manager due diligence, and manager monitoring efforts. The position offers an opportunity to have broad exposure to all asset classes and develop investment expertise in an intellectually demanding and collaborative environment. The Investment Analyst will report to the Chief Investment Officer and will work closely with all investment team members.

Responsibilities

The Investment Analyst’s primary responsibilities will include: (a) analyzing investment performance and portfolio positioning, (b) assisting with due diligence of prospective investments, ongoing monitoring of existing investments, preparation of investment recommendations and Investment Committee presentations, and (c) participating in asset allocation and investment manager discussions on a weekly basis.

The Investment Analyst will assist in enhancing and maintaining the Investment Office’s models and analytical tools used to monitor portfolio performance, exposures, cash flow and liquidity. Other duties include assisting in portfolio operations, administration and performance reporting, as well as in the maintenance of a database of key information for current and existing managers and a comments-sharing database for relevant manager updates. Additional responsibilities and special projects will be assigned as needed.

Specific Responsibilities Include:

  • Use Bloomberg and other tools to prepare portfolio reports for the team

  • Support colleagues by assisting with rigorous due diligence and ongoing monitoring of investment portfolio and managers

  • Prepare Investment Committee materials

  • Prepare and present portfolio updates and investment recommendations during internal meetings and Investment Committee meetings

  • Compile portfolio exposures on a look-through basis and highlight material changes to the team

  • Prepare private equity and hedge fund reports for quarterly dissemination

  • Build relationships with analytics providers and prospective investment managers

  • Assist with daily reconciliation of futures margin, capital calls and distributions, when needed

Required Skills

  • This is a pre-MBA position (no MBAs please)

  • High ethical standards and personal integrity

  • Intellectually curious and inquisitive

  • Familiarity with financial markets, investment portfolio strategy and endowment management

  • Mastery of Excel and PowerPoint; familiarity with Bloomberg

  • Ability to gather, organize and analyze data using complex MS Excel formulas

  • Highly organized and able to multi-task

  • Ability to work independently and collaboratively to produce highly accurate work product

  • Strong analytical, writing, and presentation skills, as well as the ability to concisely articulate oneself

  • Strong interpersonal skills and ability to interact with investment managers and investment committees

  • Preference for 2 – 4 years of investment-related work experience

  • Preference for endowment, investment management, investment banking, or consulting experience, but not required

  • Bachelor's degree with demonstrated strong academic performance required; preference for Finance, Economics or quantitative field and/or its equivalent, but not required

Compensation: Competitive

Start Date: Flexible

Location: Boston, MA

Cover letter must be submitted in order to be considered.

This position is eligible for Boston University's generous benefits package including health, dental, life insurance, tuition remission, paid time off, and so much more!

Please note all newly hired staff and faculty, will need to be in compliance with Boston University’s COVID-19 Vaccination and Booster Requirement (https://www.bu.edu/hr/hr-covid-19-resources/vaccine-required-for-faculty-and-staff/) within 30 days of date of hire. You must upload your vaccine documentation or request a medical or religious exemption (instructions (https://www.bu.edu/hr/hr-covid-19-resources/upload-your-covid-vaccination-documentation/) ). For further information on the University’s response to COVID-19, please visit the Back2BU site (https://www.bu.edu/back2bu/) .

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.

Required Experience

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