founded in 1831, is a diverse,
energetic liberal arts community where critical thinking and
practical idealism go hand in hand.
The Wesleyan Investments Office is charged with the day to day
management of Wesleyan’s $1.6 billion endowment . The primary
objective of the endowment is to provide enduring support for the
academic mission of the University by releasing a sustainable and
reliable flow of funds to the operating budget, thereby enhancing
Wesleyan’s long-term financial stability and supporting excellence
in programs, personnel, and facilities.
Reporting to the Chief Investment Officer, the Investment Associate
will be a key member of a small investment team. The Investments
Office is organized as a generalist team with every investment
professional capable of working effectively in more than one asset
class and ideally across a diversified, global portfolio.
The Investment Associate will play a critical role in sourcing
investment opportunities across asset classes and perform rigorous
due diligence to develop a pipeline of potential managers and
strategies for recommendation.
The Investment Associate will also monitor and assess existing
portfolio investments through manager meetings, performance and
risk analysis and industry diligence. The Investment Associate will
spearhead research projects on asset classes, industries and
emerging investment opportunities.
The Investment Associate will travel internationally and
domestically to meet investment managers and attend investment
The Investment Associate will serve as a representative of the
University throughout the investment community and will be an
active participant in Investment Committee meetings with the Board
The Investment Associate will also have exposure to the inner
workings of the University financial system, from spending to
budgeting and beyond for a deeper understanding of the endowment’s
position within the greater Wesleyan ecosystem.
- Monitoring of endowment investments through quantitative and
qualitative analysis of existing portfolio managers.
- Managing internal databases and research management
- Sourcing, screening and monitoring of potential investment
managers through background research, manager meetings and
- Monitoring and analyzing investment objectives, capital
allocation decisions, investment performance and investment
- Portfolio analysis – performance analytics including return
attribution, exposure analysis, value creation attribution and
measurement of risks.
- Leading research projects on a variety of topics relating to
the current endowment and emerging investment opportunities.
- Articulating investment theses and research through
presentations to the investment team and Investment Committee.
- Actively participating in manager meetings with responsibility
for notes, memos and other follow-up analysis.
- Manager interaction including travel across the United States
- Preparing materials for the Investment Committee and Board of
- Serving as a representative of the University throughout the
- Managing the Investments Office’s internship program and
coordinating recruiting initiatives. Other duties as assigned.
Bachelor’s degree and a minimum of two years of experience in
institutional investment management, investment banking and/or
management consulting or an equivalent combination of education
training and experience.
Advanced knowledge of investment concepts and capital
Strong knowledge of quantitative techniques and performance
tracking; able to contribute to the manager selection process and
overall assessment of portfolio risk and return.
Demonstrated desire to be part of a collaborative, problem-solving
High level of intellectual curiosity.
Strong quantitative skills.
Excellent communication skills.
Ability to handle multiple tasks concurrently with accuracy and
attention to detail.
Computer savvy with advanced knowledge of Excel and
A strong desire to support the University’s academic mission.
Adherence to a strict code of ethics and conflict of interest
Ability to travel domestically regularly and internationally as
Demonstrated commitment to work within a diverse environment and
work collegially with individuals of different backgrounds.
MBA / CFA or progress towards, and desire to purse, the CFA
Experienced with Morningstar, Caissa and/or Bloomberg.
Special Instructions to Applicants
Wesleyan University has retained the Dynamic Search Partners
to assist in the search for a Investment Associate.
For consideration qualified candidates should email Caroline
Shaw Schmidlapp, VP of Business Development, Head of Diversity and
Inclusion at email@example.com
Any and all offers to external applicants are contingent on
the candidate’s completion of a pre-employment background check
screening to the satisfaction of Wesleyan University.
Wesleyan requires all employees to be vaccinated against Covid 19
unless they meet the criteria for a medical or religious exemption.
New employees must be vaccinated prior to their start date. If an
employee needs an exemption for medical or religious reasons, they
must submit a request to Wesleyan and be approved before their
Wesleyan University, located in Middletown, Connecticut, does
not discriminate on the basis of race, color, religious creed, age,
gender, gender identity or expression, national origin, marital
status, ancestry, present or past history of mental disorder,
learning disability or physical disability, political belief,
veteran status, sexual orientation, genetic information or
non-position-related criminal record. We welcome applications from
women and historically underrepresented minority groups. Inquiries
regarding Title IX, Section 504, or any other non-discrimination
policies should be directed to: Alison Williams, Vice President for
Equity & Inclusion/ Title IX Officer, 860-685-3927, firstname.lastname@example.org.