The Williams College Investment Office seeks an investment
professional to report to the Deputy Chief Investment Officer.
Williams College is a private, residential, liberal arts college,
with graduate programs in the history of art and in development
economics and is based in Williamstown, MA. The undergraduate
enrollment is approximately 2,000 students.
The Williams College Investment Office, based in Boston, manages
the $4.7 billion endowment which plays a major role in supporting
over 50% of the operations of the college annually. The Investment
Office is staffed by a small and collaborative team of eleven
people; as a member of our team, your contribution has a direct
impact on the capacity of Williams to provide educational
opportunities to students from all backgrounds.
This person will support the management of five asset classes:
global long/short equity, absolute return, real assets,
non-investment grade fixed income, and cash along with other key
portfolio wide responsibilities inclusive of asset allocation,
diversity, equity, and inclusion work (“DEI”), and sustainability.
This person will play a key role in supporting our student
programs, including the oversight, management, and mentorship of
our full-time analysts and summer interns, as well as managing the
execution of our Winter Study class.
- Assist in the sourcing, screening, and ongoing monitoring of
prospective investment opportunities; maintain industry network to
expand Investment Office knowledge.
- Lead the due diligence processes for new and existing managers,
including arranging due diligence meetings, completing attribution
analysis and other relevant analytics, conducting reference calls,
drafting investment recommendations, and negotiating legal
agreements. Present recommendations to the advisory committee and
investment committee, as appropriate.
- Assist in the monitoring of the active portfolio including
leading manager meetings, developing agendas, and monitoring key
- Lead an area of investment and/or an asset class over time
including developing and implementing a strategy, building a
pipeline, and cultivating a peer network.
- Prepare, or lead the preparation of portfolio and manager
analytics, leveraging research tools and available data. Contribute
to the annual asset allocation review process as well as other
portfolio wide investment projects, including work that supports
other asset classes in the portfolio.
- Work with the team in the preparation of materials for the
Investment Office’s various committees including Advisory and
Investment Committees, as well as other materials as needed.
This investment professional is expected to have most of the
following professional experiences and attributes:
- 7+ years of experience in a high performance institutional
investment management firm or similar environment.
- Experience evaluating external investment managers, including
quantitative and qualitative analysis, drafting investment
recommendations or similar experience.
- Access to a peer/industry network.
- Interpersonal skills necessary to interact effectively with
Investment Office colleagues, industry peers, external managers,
the campus community, and Investment and Advisory Committee
- Demonstrated intellectual curiosity, an ability to learn
quickly, and an aptitude for taking on new areas of
- Excellent oral and written communication skills.
- Demonstrated leadership skills.
- Superior organizational skills and attention to detail
including strong project management skills and the ability to
manage multiple competing priorities.
- Collegial and collaborative team member; able to work
effectively in a small team and contribute to areas beyond the
direct scope of responsibility.
- Competence across the Microsoft Office Suite and competence in
learning and managing other databases and systems.
- Ability to travel frequently, both domestically and abroad, to
assist in conducting due diligence.
- Bachelor’s degree required. MBA or CFA preferable but any
combination of pertinent academic training and work experience may
Work is largely comprised of in-office, desk related tasks
including computer work, phone/video calls, and in-person meetings.
Work is generally sedentary in nature and is expected to include
extended screen time. This position requires travel, estimated at
15-20% of business time. Reasonable accommodations may be made to
enable individuals with disabilities to perform these essential
Williams College has retained Dynamics Search Partners to assist in
the search for a Director. For consideration, qualified
candidates should provide a cover letter and resume to Wren Zeller,
Associate, at email@example.com.
Conditions of Employment
Employment at Williams is contingent on the verification of
background information submitted by the applicant, including the
completion of a criminal record check, and education when
applicable. A COVID-19 vaccine or approved exemption and
participation in our testing program is required as a condition of
employment at Williams.
Equal Employment Opportunity
Beyond meeting fully its legal obligations for non-discrimination,
Williams College is committed to building a diverse and inclusive
community where members from all backgrounds can live, learn and
thrive. As part of this commitment, we will ensure that persons
with disabilities are provided reasonable accommodations. If
reasonable accommodation is needed to participate in the job
application or interview process please feel free to contact us via
phone at (413) 597-2681 or email at firstname.lastname@example.org.