Qualifications
Responsibilities
Benefits
Application Instructions:
When submitting your application, please adhere to the following requirements:
Carefully review all job details prior to applying.
Enter your legal name exactly as it appears on your government-issued identification.
Upload a comprehensive rsum/CV and cover letter in either PDF (.pdf) or Word (.doc) format.
Current Wellesley College employees must submit applications through the internal Workday portal by searching browse jobs.
Job Posting Title
Investment AnalystJob Description Summary
Unclassified ExemptJob Description
To apply, please submit a cover letter, resume, writing sample, and transcript. Candidates who do not submit all requested materials will not be considered.
Background
Wellesley College has a long history of providing an excellent liberal arts undergraduate education for women. The College, established in 1870, has a student body of 2,400 undergraduates. The Wellesley College endowment had a market value of $3.2 billion as of the fiscal year ended June 30, 2025. The investment of the endowment is managed by the CollegeInvestment Office, located on the College campus in Wellesley, MA.
Position Summary
The Investment Analyst role is a 3-year, full-time position open to graduating seniors and recent graduates (0-1 years of work experience), with an expected start date of fall 2027. Team members must live in the Boston metro area but, post an initial training period, have the option to work remotely 2 days a week. The Investment Analyst position provides a unique opportunity to gain broad exposure to and experience in institutional investing.
The Investment Analyst is an integral member of the investment team responsible for managing the Wellesley College endowment. The Investment Analyst works across all asset classes in a variety of capacities as described below. The Investment Analyst supports manager due diligence and monitoring, including extensive quantitative analysis and qualitative investment research. Specific responsibilities include, but are not limited to:
Analysison current and prospective managers
Review performance of managers versus benchmarks and internal records.
Conduct performance attribution and exposure analysis across geography, leverage, transparency, strategy, holdings, and other relevant dimensions.
Coordinate and prepare background information for team member visits with managers.
Represent the College at partnership meetings and prepare summary notes.
Review legal documents and legal amendments.
Portfolio Analysis
Perform research and prepare portfolio reports using internal analytical databases and AI tools.
Assist in the maintenance and monitoring of data integrity in the Officemodels and analytical tools for portfolio management.
Support investment team with asset class reviews and asset class analysis.
Contribute to ad hoc research projects on different countries, industries, markets and investment strategies.
Qualifications
The Investment Analyst should exhibit the desire to learn and grow as an investment professional and keep up to date on the latest market news, industry practices and technology applications.
Core requirements include:
An interest in investing and capital markets
Relevant coursework, internship, and/or work experience
Accountable, hardworking, and detail-oriented
An ability to work effectively in a small, collegial, high-performing team
Excellent oral and written communication skills
Strong organizational skills
Initiative and willingness to learn
Competent in Microsoft Excel and PowerPoint
Experience utilizing AI (ChatGPT, Gemini, etc.) for research and analysis
Adherence to a strict code of ethics
Willingness to travel occasionally, as needed
Employment eligibility in the United States of America. We are unable to accept H1B, CPT, or OPT candidates at this time.
To apply for this position, please follow the link to the Collegewebsite and submit all of the following materials as separate attachments:
Cover letter
Resume
Transcript
An unofficial transcript is fine
Writing sample
Does not need to be investment/finance related
There is no page requirement; submit whatever piece of work you believe best displays your writing abilities
Must be your own, independent work (e.g. not a group project or AI generated)
All four pieces of application material should be uploaded in the Resume & Cover Letter section on the application portal.
Please label your documents Last Name_First Name Cover Letter, Last Name_First Name Resume, Last Name_First Name Transcript and Last Name_First Name Writing Sample.
Candidates who do not submit all requested materials will not be considered.
Follow the Collegejob postings at (Search for jobs >> Staff)
Qualified candidates will be contacted for a virtual interview. No phone inquiries please.
Salary:
The salary for this role is $90,000.00.
Company Description and Benefits
Wellesleymission is to provide an excellent liberal arts education to women who will make a difference in the world. We advance our mission by working together as a communityfaculty, students, staff, and alumnae.
Embark on a fulfilling career journey at Wellesley College, where we prioritize your well-being and professional growth. As a valued member of our team, you'll enjoy a comprehensive array of benefits and resources designed to enhance both your work-life balance and long-term success.
Competitive Compensation: Experience competitive wages ensuring your dedication is recognized and rewarded.
Exceptional Benefits Package: Access a comprehensive benefits package, including health, dental, vision and pre-tax saving benefits, life insurance, disability coverage, and more to safeguard your health and that of your loved ones.
Commuting and Transportation: Enjoy the convenience of free parking on our picturesque campus, easily accessible from major roadways. We are also accessible via the MBTA commuter rail.
Paid Time Off: Take advantage of paid vacations, personal days, sick time, and holidays to recharge and maintain a healthy work-life harmony.
Retirement Savings: Plan for the future with our retirement savings plan. Wellesley College contributes up to 10.5% towards your 403(b) plan for eligible employees
Work/Life and Wellness: A hybrid work environment for select positions (additional details will be provided during the interview process), caregiving support through Wellthy, legal plan insurance, pet insurance discount and a variety of other resources including retirement planning, and access to cultural and leisure activities throughout metro-Boston.
Professional Development: Enhance your skills and explore growth opportunities through continuing training and pathways for growth within our supportive environment.
Tuition and Education Benefits: Invest in your education with tuition benefits, and access resources to navigate student loan forgiveness, reinforcing our commitment to your ongoing learning.
Campus Privileges: Enjoy free use of our state-of-the-art athletic and fitness facilities with onsite fitness classes, Library resources, and seize opportunities to attend diverse campus events that contribute to a vibrant community.
Apply today and take your first step toward a rewarding career with Wellesley College where your unique strengths and success are celebrated as part of our shared commitment to inclusivity!
Worker Sub-Type
Fixed Term (Fixed Term)Time Type
Full timeAbout Wellesley College
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