Investment Analyst

Apply now Job Number: 492332
Department: Investments
Position Type: Staff Full-time
Categories: Investments

Benefits Eligible? Yes
Pay Classification: Exempt (Salaried)
Month Worked Per Year: 12 Months
Hours per week: 40
Position FTE: 1.0

The Investment Analyst will provide support on a number of investment activities and certain operational tasks. Primary responsibilities will include researching and analyzing current investment managers, sourcing and evaluating new investment managers, and providing input on the endowment portfolio’s asset allocation. Additional responsibilities will include liaising with the endowment’s third-party software providers, performance reporting, and risk analytics.  The Investment Analyst must have a passion for investing, a sincere interest in the non-profit sector, and an innate sense of responsibility with regard to protecting the College’s interests.

Based in Edina, MN, Carleton College's Investment Office is responsible for the ongoing management of the endowment portfolio. The Investment Committee, a sub-committee of the Board of Trustees, helps to develop the endowment’s overall investment strategy, as well as monitors and evaluates its performance.

Required Qualifications:

  • An undergraduate degree from an academically rigorous institution.
  • 0-3 years of relevant experience; prior manager selection experience within an endowment, foundation, fund of funds or other investor or experience in private equity or hedge funds is ideal but not required.
  • Demonstrated capacity of critical thinking, intellectual honesty and decision making.
  • An interest in understanding business fundamentals, capital markets, and investment strategies.
  • Curiosity and keen attention to detail.
  • Excellent problem-solving analytic abilities.
  • An open mind and a healthy degree of skepticism.
  • Excellent oral and written communication skills.
  • The ability to manage multiple tasks simultaneously and to meet deadlines.
  • Good sense and sound judgment.
  • A strong moral compass and the highest ethical standards.
  • Strong Microsoft Excel skills.

A full job description for the Investment Analyst role can be viewed by clicking here: Investment Analyst.

As per the Carleton Upward Mobility Program, priority consideration for internal applications will be given to those who apply by the close of business Wednesday, June 16, 2021. Pending the review of those internal applications, external applications will be considered at that time. External applications are welcome at any time.

Salary and Benefits:
This is an exempt level position. The selected finalist’s salary will be based on the candidate’s qualifications, internal pay structure, and our overall compensation package. Carleton offers a generous benefits package, including comprehensive medical, dental, and vision insurance, 403(b) retirement plans with a 10% employer contribution with immediate vesting, a health savings account with college contribution, a generous paid time off, as well as access to many other campus amenities.

Carleton College is an AA/EEO employer. We are committed to developing our staff to better reflect the diversity of our student body and American society. Members of underrepresented groups are strongly encouraged to apply.  

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