Investment Analyst Position – NYC Endowment Investment Office
Phillips Academy is a residential secondary
school in Massachusetts, founded in 1778 to educate “youth from
every quarter.” The school’s $1.3 billion multi-asset class
endowment provides significant operating support to the Academy, much of
which supports the school’s policy of need-blind admissions. The NYC-based Investment
office, which manages the Academy’s endowment, seeks an Investment
Analyst for up to a 2 to 3 year position.
The Investment Analyst
should have some prior experience (preferably as a financial analyst at
an investment manager, investment consultant or investment bank), strong
excel and quantitative analytical skills, interest in investing, a
demonstrated track record of academic and professional success,
intellectual curiosity, and a collaborative approach.
responsibilities are focused on quantitative and qualitative analysis and
evaluation of investment managers, and reporting on the overall portfolio.
A key member of the small investment team, the Investment Analyst will
assist the Chief Investment Officer, and other team members in research
and analysis. This includes:
Preparing analysis on the performance and exposures of both individual
managers’ portfolios and the endowment portfolio overall;
- Acting as point person on a set of specific investments,
developing responsibility over time for the coverage of, communications
and meetings with such managers, and keeping the CIO and team abreast of
notable developments, periodically more in-depth reviews and assessments
- Supporting team in sourcing, screening and analyzing
prospective investment managers,
- Ultimately drafting investment and redemption
recommendation memos for the investment committee; presenting performance
reviews and investment recommendations to the IC
- Providing regular operational support for the portfolio
• One to four years of finance or business experience,
within investment management, investment banking, consulting or another
• High degree of comfort with quantitative analysis.
• Proficiency in Microsoft Excel, Word, Power point;
interest to master other relevant software.
• Strong work ethic, organizational skills and attention to
detail. Ability to set goals, prioritize tasks, and manage
• Excellent written and oral communication skills.
• Interest in driving analysis to a well-reasoned/supported
• Self-motivation and strong problem-solving skills;
entrepreneurial approach to challenges.
• High level of professional maturity, integrity, and
judgement. Dependability and a sense of personal ownership of
responsibilities. Track record of collaboration, working on a small team.
• Strong Academic credentials, Bachelor’s degree, preferably
in finance, economics, or a relevant subject area.
Salary Range Information
The annual base salary range (before taxes)
for this position is $115,000 to $130,000. This position is eligible for a
If interested, please complete an
application, and include a cover letter and resume.
Phillips Academy requires
that all faculty, staff, and administrators, subject to disability and
religious accommodation exceptions under federal and state law, be up to date
with their COVID vaccination, which includes any boosters that have been added
to meet the CDC definition of up to date which now includes the new bivalent
Phillips Academy is committed
to equal employment opportunity and providing reasonable accommodations to
applicants with physical and/or mental disabilities. We value and encourage
diversity and solicit applications from all qualified applicants without regard
to race, color, gender, sex, age, religion, creed, national origin, ancestry,
citizenship, marital status, sexual orientation, physical or mental disability,
medical condition, veteran status, gender identity, genetic information, or any
other characteristic protected by federal, state, or local law.
Any offers of employment
will be contingent upon successful CORI/SORI and fingerprinting background
checks as well as unrestricted authorization to work in the United States.