Investment Analyst, Investment Office

Job Description

Boston University is the 4th largest private not-for-profit residential research university in the US with over 35000 students and annual gross revenue in excess of $3 billion. The $4 billion Boston University Endowment Portfolio is diversified across a variety of asset classes and investment strategies. Formed in 2007 The Boston University Investment Office along with the Investment Committee of the Universitys Board of Trustees is charged with managing the Universitys 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 4% of the Universitys operating budget. For additional information please refer to Summary

The University seeks to add a thoughtful and bright Investment Analyst to join its collegial twelve-personInvestment Office and report to the Chief Investment Officer. The position offers broad exposure acrossasset classes and the opportunity to develop investment knowledge and skills in an intellectuallydemanding and collaborative environment.

The Investment Analysts 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 andinvestment manager discussions.

In concert with colleagues the Investment Analyst enhances and maintains the Investment Offices
models and analytical tools using them to monitor portfolio performance exposures cash flow and liquidity. Other duties include assisting in portfolio operations administration and performancereporting as well as maintaining a database of key manager information and a comments-sharingdatabase for relevant updates.

Specific Responsibilities Include:

• Gather synthesize and analyze data to develop discussion materials and actionable recommendationsacross a wide array of endowment investing topics; then highlight material findings for the team andthe Investment Committee of the Universitys Board of Trustees.
• Support the team by assisting with analytically and qualitatively rigorous manager due diligence andinvestment 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 andanalytics 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.

• Bachelors degree with demonstrated strong academic performance required; preference for FinanceEconomics or quantitative field and/or its equivalent but not required.
• Preference for 2 4 years of investment-related work experience.
• This is a pre-MBA position (no MBAs please).
• Intellectually curious and inquisitive particularly with respect to financial markets investmentportfolio strategy and endowment management.
• Strong analytical and quantitative capabilities; comfortable gathering organizing and working with data using a range of software tools and databases (e.g. complex Excel formulas Word PPT FactSet eVestment and Private-I).
• Team-oriented with ability to work independently and collaboratively in an organized fashion toproduce highly accurate work products while multi-tasking managing competing deadlines andworking with different colleagues simultaneously.
• Strong written and verbal communication skills especially for long-form diligence memos andpresentation development and delivery during both internal and Investment Committee meetings.
• High ethical standards and personal integrity.

Hybrid option to work remotely two days per week following an initial training period

Start date is flexible

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.