Investment Analyst, Investment Office
Job Description
Investment Analyst, Investment Office
Category
Charles River Campus --> Professional
Job Location
Boston, MA, United States
Tracking Code
[contact details available in the full listing]
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.
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
Organization
The Difference Is Our DNA
What compelled the Bill & Melinda Gates Foundation to award Boston University a grant to fight newborn mortality in Zambia? Why did Martin Luther King, Jr. adopt BU as a place where he could hone his message of justice and equality? And what is the catalyst that prompts 32,557 students from 135 countries to call BU their home every semester? It's in our DNA: an inherent desire in each of our students, faculty, and staff to vigorously and dauntlessly pursue knowledge—and embrace the unlimited possibilities that come with it.
A Community Unlike Any Other
As you can see below, it takes people, ideas, and a little luck (Boston, you're our town) to make BU what it is today: one of the most dynamic universities in the world.
Celebrated thinkers: On any given day, students will find themselves mesmerized by Nobel Prize winners, a poet laureate, and the first biomedical engineer ever to receive a MacArthur Foundation "Genius Award," among others.
Extraordinary teaching: When a classroom starts to percolate with new ideas, it's because our faculty of scholars and accomplished practitioners know how to ignite students' imaginations. That's why we reward our best teachers with BU's most prestigious honor: The Metcalf Cup and Prize.
Groundbreaking research: With faculty dedicated to a creative, interdisciplinary approach to problem solving, BU has become a leading global research institution—propelled forward by over $350 million a year in sponsored program revenue.
World-class students: Elite students from all 50 states and 135 countries pursue higher education on BU campuses in Boston and at programs in L.A., D.C., and more than 30 other cities on six continents.
A city within a city: Today, 80% of our undergrads live on campus, which could explain the 525 student activity groups alone.
The greatest college town in the world: Boston. 'Nuff said.
This is a Preview Listing…
You must sign in to see the full job description, and to apply.
Manage / Upgrade this job to a Full Job Listing.
Find Your Best Opportunity
Tell them AcademicJobs.com sent you!