Boston University is a private urban research institution, established in 1869, offering a breadth of undergraduate, graduate, and professional programs through its 17 Schools and Colleges and more than 250 fields of study. The $1.8 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.
The University seeks to add a thoughtful and bright professional to join its seven person investment team in the role of Investment Analyst. 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.
The Investment Analyst's primary responsibilities will include: (a) analyzing investment performance and portfolio positioning, (b) assisting the Directors with due diligence of prospective fund investments, ongoing monitoring of existing investments, preparation of Investment Committee materials and investment recommendations, and (c) participating in asset allocation discussions on a weekly basis. Additionally, the Investment Analysts are responsible for maintaining relationships with investment analytics vendors.
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 necessary.
Support Directors and Associate by assisting with rigorous due diligence and ongoing monitoring of investment portfolio and managers
Use Bloomberg and other tools to prepare portfolio reports for the team
Manage portfolio exposures on a look-through basis and highlight material changes to the Chief Investment Officer
Prepare private equity valuation reports for quarterly dissemination
Manage non-marketable model cash flow forecasts on an annual basis
Build relationships with analytics providers and prospective investment managers
Prepare Investment Committee materials and present portfolio updates and recommendations to the Investment Committee
Assist with daily reconciliation of futures margin, capital calls and distributions on an as-needed basis
Ability to gather, organize and analyze data using MS Excel and complex formulas
Mastery of Excel and PowerPoint
Knowledge of financial markets, investment portfolio strategy and endowment management
Intellectually curious and inquisitive
Highly organized and able to multi-task
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
Ability to work independently and collaboratively to produce highly accurate work product
Familiarity with Bloomberg
Bachelor's degree with demonstrated strong academic performance required; preference for Finance, Economics or quantitative field and/or its equivalent, but not required
2 – 4 years of investment-related work experience; preference for investment banking, consulting, or endowment and foundation experience
This is a pre-MBA position (no MBAs please)
YOU MUST SUBMIT A COVER LETTER IN ORDER TO BE CONSIDERED
Internal Number: 4515/D2017
About Boston University
Boston University is no small operation. With over 33,000 undergraduate and graduate students from more than 140 countries, 10,000 faculty and staff, 16 schools and colleges, and 250 fields of study, our two campuses are always humming.