Investment Officer

Investment Officer

321 Newbury Street
Full Time
JR2748

Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geographic profile of its student body. The College is similarly committed to enriching its educational experience and its culture through the diversity of its faculty, administration and staff.

Job Description:

Amherst College invites applications for the Investment Officer position. The Investment Officer is a full-time, year-round position, located in our Boston, MA office. Given Amherst's distinction as one of the most diverse liberal arts colleges in the country, the successful candidate will demonstrate the ways in which they bring value to and will work towards supporting a broadly diverse community.

The Investment Officer will be a key member of a small, generalist investment team that leads all aspects of the Amherst College Long-Term Investment Pool, comprising the College and Folger Shakespeare Memorial Library endowments valued at approximately $4 billion. This person will report to the Chief Investment Officer, and is encouraged to collaborate across the team, including mentoring a diverse group of summer interns from the College. They are expected to develop strong working relationships with existing investment managers, source new prospective partners, conduct diligence on these partners, and help select new investments for the portfolio. They are also encouraged to take appropriate actions to support a diverse workforce and participate in the College's efforts to build a respectful, inclusive, and welcoming work environment. Success in this role is determined by the Investment Officer's contribution to the team's process of selecting, accessing, and developing relationships with extraordinary investment partners, and by the performance of the Long-Term Investment Pool.

Summary of Duties and Responsibilities

• The Investment Officer is responsible for sourcing, conducting due diligence, selecting, and the ongoing monitoring and relationship development related to both existing and prospective investment managers in a variety of asset classes. This is a generalist team structure, and manager relationships can include those in private and public equity, venture capital, absolute return/hedge fund strategies, credit, renewables, and real estate. The portfolio strategy is relationship-driven and bottom-up. As such, successful candidates will demonstrate a strong curiosity about a wide variety of investments, and in making comparisons across diverse opportunities. The portfolio is concentrated and has low turnover. As such, successful candidates will demonstrate a strong interest in spending time on the current portfolio, and will exhibit a long-term mentality.
  
• The Investment Officer is responsible for assisting in the preparation of materials for the Amherst College Investment Committee, Board of Trustees, Alumni meetings and other high-level audiences on a variety of topics.
  
• Additionally, it is anticipated that the Investment Officer will be a mentor to the less experienced members of the team and summer interns, requiring attention to building and nurturing an intentionally inclusive culture.
  
• Other projects and responsibilities may be assigned from time to time.
  
• The Investment Officer must be willing and able to travel to meet with both existing and prospective investment managers (travel is expected to be ~35-40%).
  

Qualifications

Required:

• Bachelor's degree
  
• 5-10 years of related investment experience, with compensation dependent on experience level and contributions to the team.
  
• Strong interpersonal skills and a proven ability to work effectively with a variety of personalities
  
• Passionate / mission- oriented, with a long-term focus on the College's success
  
• Must be enthusiastic, hardworking, self-motivated, and able to work both independently and as part of a team
  
• Strong sourcing and networking skills
  
• A commitment to diversity, equity and inclusion, and to contributing to an inclusive environment for all
  
• Deep curiosity around investment managers, people, teams, organizations, and capital markets
  
• Ability to conduct primary research on and analyze complex investment strategies, people, and firms
  
• Superior oral and written communication skills
  

Preferred:

• MBA, CFA and/or CAIA designations

Amherst College offers many opportunities for professional growth and development, continued learning, and career advancement.

Amherst College requires all employees to be fully vaccinated for COVID-19 (medical and religious exemptions may apply).

Amherst College is pleased to provide a comprehensive, highly competitive benefits package that meets the needs of staff and faculty and their families. Benefits are an important part of our overall compensation, so it is critical that you review all of the options to ensure it meets your total compensation requirements. Click here for Benefits Information.

Interested candidates are asked to submit a resume and cover letter online at https://amherst.wd5.myworkdayjobs.com/Amherst_Jobs . Please be sure to upload all requested documents prior to clicking Submit. Applications cannot be revised once submitted. (Current employees and students should apply by clicking on the Career icon from their Workday home screen) Review of applications will begin immediately and will continue until the position is filled.

To find information about job group and level (JGL) follow this link.


To apply, visit https://amherst.wd5.myworkdayjobs.com/en-US/Amherst_Jobs/job/321-Newbury-Street/Investment-Officer_JR2748


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