Trustees of Phillips Academy (Andover)

Investment Analyst Position 2026 – NYC Endowment Investment Office

Phillips Academy is a residential secondary school in Andover, Massachusetts, founded in 1778 to educate “youth from every quarter.” The school’s $1.5 billion multi-asset class endowment provides significant operating support to the Academy, much of which enables the school’s policy of need-blind admissions. The NYC-based Investment office, which manages the Academy’s endowment, seeks an Investment Analyst for an expected 2 to 3 year position, beginning June 2026. 

The Investment Analyst should have some prior experience (preferably as a financial analyst at an investment manager, investment consultant or investment bank), strong excel and quantitative analytical skills, interest in investing, a demonstrated track record of academic and professional success, intellectual curiosity and a collaborative approach.

Day-to-day responsibilities are focused on quantitative and qualitative analysis and evaluation of investment managers and reporting on the overall portfolio. The Investment Analyst will be joining as a key member of the small team (CIO, Investment Director, 2 Associate Directors, Investment Operations Associate, Office Manager) and follow a hybrid work schedule (at least 3 days in-office, up to 2 days remote). The Investment Analyst will be focused on assisting the investment team in research and analysis including, but not limited to:

• Preparing analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall;
• Acting as point person on a set of specific investments, developing responsibility for the coverage of and communication with such managers over time, and keeping the CIO and team abreast of notable developments, with more in-depth reviews and assessments periodically
• Supporting team in sourcing, screening and analyzing prospective investment managers,
• Ultimately drafting investment and redemption recommendation memos for the Investment Committee (“IC”); presenting performance reviews and investment recommendations to the IC
• Leading and contributing to ad hoc research projects on market trends, strategies, and opportunities
• Providing regular operational support for the portfolio
• Traveling approximately 10-15% of time for conferences, diligence, and/or monitoring of existing/prospective investments

Qualifications:

• One to four years of finance or business experience, within investment management, investment banking, consulting or another relevant field.
• High degree of comfort with quantitative analysis.
• Proficiency in Microsoft Excel, Word, Power point; interest to master other relevant software.
• Strong work ethic, organizational skills and attention to detail. Ability to set goals, prioritize tasks, communicate progress effectively and manage simultaneous projects.
• Excellent written and oral communication skills.
• Interest in driving analysis to a well-reasoned/supported conclusion/recommendation.
• Self-motivation and strong problem-solving skills; entrepreneurial approach to challenges.
• High level of professional maturity, integrity and judgement. Dependability and a sense of personal ownership of responsibilities. Track record of collaboration, working on a small team.
• Strong Academic credentials, Bachelor’s degree, preferably in finance, economics, or a relevant subject area.

Salary Range Information:

The annual base salary range (before taxes) for this position is expected to be $125,000 -$140,000. This position is eligible for a discretionary bonus. 

Phillips Academy is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We encourage applications from all qualified applicants without regard to race, color, creed, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), national origin, age, disability, genetic information, military status, marital status, or any other characteristic protected by federal, state, or local law.  Any offers of employment will be contingent upon successful CORI/SORI,  and ADP Authorization background checks as well as unrestricted authorization to work in the United States.