Investment Portfolio Manager
3 weeks ago
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.
- 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.
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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