Investment Portfolio Manager

3 weeks ago


Boston, Massachusetts, United States Mount Holyoke College Full time
Job Summary

The Mount Holyoke College Investments Office is seeking a highly skilled Investment Analyst to join our team. As a key member of our investment team, you will assist in the day-to-day management of the College's endowment, which stands at roughly $1 billion today.

Key Responsibilities
  • Assist senior team members in screening, selecting, and monitoring investment managers through background research, pipeline tracking, manager meetings, and portfolio analyses.
  • Monitor, update, and create reports on investment performance, exposures, holdings, liquidity, and other key portfolio metrics.
  • Prepare materials for the Investment Committee and other stakeholders.
  • Participate in manager meetings and take notes, memos, and follow-ups.
  • Maintain internal databases and research management systems.
  • Oversee retention and organization of documents received from investment managers.
  • Conduct and lead ad hoc projects related to portfolio management, operations, and investment research.
Requirements
  • Undergraduate degree with a record of outstanding achievement.
  • 2 to 5 years of work experience, preferably in the investment industry.
  • Willingness to travel domestically and internationally as needed.
  • Entrepreneurial mindset and ability to work in a collaborative team setting.
  • Self-starter attitude and ability to work independently.
  • High degree of intellectual curiosity and interest in investing.
  • Strong data/quantitative prowess and excellent spreadsheet/Excel and analytical skills.
  • Excellent interpersonal, written, and oral communication skills.
  • Strong attention to detail and commitment to exceptional organization and quality.
Working Conditions

At Mount Holyoke College, we prioritize the safety and well-being of our community members. To ensure this, we require all new hires, affiliates, and others to undergo comprehensive background checks before joining our institution.



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