Career Opportunity: Investment Associate (Northeast)

Posted by Steve Flynn on 8/13/21 8:41 AM

Our client's investment team is seeking an Investment Associate to join their four-person investment office overseeing their $1.5 billion endowment. The Investment Associate role is a generalist role and will have broad exposure across public and private equity, hedge funds, and real assets. The Associate needs to have the ability and willingness to travel, sometimes on short notice.

Our client is a $1.5 billion endowment located in New Hampshire, outside of Boston. They remain one of the oldest and most prestigious secondary schools in the United States. They invest across a wide range of asset classes including domestic and international equities, hedge funds, buyouts, venture capital, real estate, and natural resources.

If you are interested in applying for the position, you can apply to job #372 on our careers website.


  • Work closely with the Director and other team members on new investment research and diligence 
  • Conduct quantitative and qualitative research to analyze the market opportunity and strategy
  • Assess the manager’s investment process, key employees, and organization
  • Participate in diligence calls and meetings and write meeting notes
  • Draft investment memos in collaboration with other team members
  • Help maintain manager pipeline, market maps, and capital planning reports
  • Portfolio monitoring and reporting
  • Track and analyze performance, key return drivers, and exposures at the manager and portfolio level
  • Monitor and help to periodically re-underwrite existing managers
  • In collaboration with other team members, draft written recommendations for additions or redemptions from existing managers
  • Periodically produce written portfolio updates for the Investment Committee
  • In collaboration with the Director and other team members, produce analyses to support asset allocation decisions, private investment commitment pacing, and other periodic research projects
  • Support Investment Committee material preparation, coordinating with other team members
  • Collaborate with the Director, operations colleagues, and outside legal and tax/accounting professionals as necessary to evaluate fund terms and any amendments


  • 2-6 years of relevant experience 
  • Strong academic credentials, and MBA or CFA (or progress toward) a plus
  • Advanced understanding of investment concepts 
  • Self-starter with the ability to work individually and as part of a small team
  • Interest in working across a wide range of asset classes and strategies. High degree of professionalism and judgment, with unquestionable integrity
  • Excellent quantitative, analytical, and communication skills, including the ability to perform accurate investment analyses and write clear investment memos
  • Ability to take ownership and work independently, handling multiple priorities and deadlines simultaneously - superb attention to detail

Preferred Degrees

Bachelor of Science,
Bachelor of Arts,
Bachelor of Business Administration,
Master of Business Administration

Preferred Certifications
Not Applicable

Preferred Work Status
U.S. Citizen,
U.S. Permanent Resident (Green Card Holder)

Willingness to Travel

Carried Interest

Stock Options

If you are interested in applying for the position, you can apply to job #372 on our careers website.

Apply: Investment Associate

Tags: Careers