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Investment Analyst Endowment Jobs (NOW HIRING)

WI · On-site

$90 - $120/hr

This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional ...

The Investment Analyst role is an opportunity to join a private Bay Area investment company ... Typically 3-7 years of relevant industry experience. (Family office, endowment, wealth management ...

The Investment Analyst will support Liberty University's Chief Investment Officer and the investment team in the management of Liberty's endowment assets. The analyst will develop generalist skills ...

Investment Analyst Senior

Charlotte, NC · On-site

$83K - $103K/yr

The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public ... Experience : Minimum 4 years of relevant experience in public markets at endowment, foundation ...

Showing results 21-40

Investment Analyst Endowment information

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$35K

$85.8K

$133K

How much do investment analyst endowment jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment analyst endowment in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What does an investment analyst endowment do?

An Investment Analyst Endowment supports the management of an institution’s endowment fund by conducting research, analyzing investment opportunities, and assisting in portfolio management. They evaluate asset allocations, monitor financial market trends, and provide recommendations to optimize returns while managing risks. Analysts often work with investment committees, external fund managers, and internal teams to ensure the endowment achieves long-term financial goals.

What does a typical day look like for an investment analyst endowment?

A typical day for an Investment Analyst in an endowment setting involves monitoring portfolio performance, researching new investment opportunities, and preparing reports for senior leadership or investment committees. Analysts often attend team meetings to discuss strategy, meet with external asset managers, and conduct due diligence on potential investments. The role can also include analyzing market trends, developing financial models, and responding to requests for data or insights from internal stakeholders. This variety ensures a dynamic work environment where collaboration and continuous learning are encouraged.

What are the key skills and qualifications needed to thrive as an investment analyst endowment?

To thrive as an Investment Analyst Endowment, you need a solid background in financial analysis, portfolio management, and investment theory, typically augmented by a degree in finance, economics, or a related field. Familiarity with Bloomberg, FactSet, Morningstar, and experience with data analysis software or CFA certification are highly valued. Strong analytical thinking, attention to detail, and effective communication skills help you collaborate with stakeholders and present findings clearly. These competencies are crucial for making informed investment recommendations that support long-term growth and stability of endowment funds.

Is an investment analyst endowment an entry level job?

An investment analyst position within an endowment typically requires some prior experience or relevant education, such as a finance or economics degree, and may involve internships or entry-level roles. While some entry-level analysts can start in this field, more advanced roles often demand additional skills, certifications like CFA, and proven investment analysis experience.

What is the career path for an investment analyst endowment?

An investment analyst in endowment management typically advances to senior analyst, portfolio manager, or investment director roles with experience and demonstrated performance. Progression often involves gaining certifications such as CFA and developing expertise in asset classes, risk management, and financial modeling. Some professionals may transition into chief investment officer positions or specialized investment roles within large endowments or institutional funds.
More about Investment Analyst Endowment jobs

What cities are hiring for Investment Analyst Endowment jobs?

Cities with the most Investment Analyst Endowment job openings:

What states have the most Investment Analyst Endowment jobs?

States with the most job openings for Investment Analyst Endowment jobs include:

Infographic showing various Investment Analyst Endowment job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Operations Analyst Sr.

Scottish Rite for Children

WI • On-site

$90 - $120/hr

Other

Posted 5 days ago


Scottish Rite For Children rating

8.5

Company rating: 8.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

55th of 1,061 rated hospitals


Job description

Our patients are our number one priority! We're committed to giving children back their childhood!

Job Posting Title: Investment Operations Analyst Sr.

Location: Dallas - Shared Services

Additional Posting Details: Monday - Friday 8:00am - 5:00pm

Job Description: Posting Summary: This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools. The position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. Finance or related degree with three years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of investment management databases is required. A commitment to excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.

Position Summary
  • Prepare daily investment valuation and fluctuation variance analyses.
  • Provide support for endowment operations, cash flow forecasting, and portfolio implementation such as capital calls, trades, distributions, and incentive fees.
  • Prepare quantitative and qualitative analysis on investment mandates and prepare attribution/ factor analysis, and sector exposure over time to produce manager and portfolio level attribution reports.
  • Prepare monthly and quarterly performance reporting ensuring adherence to industry standards, to produce relevant, accurate and consistent information.
  • Provide analytical support for portfolio and mandate guideline compliance.
  • Monitor, analyze, and evaluate the existing managers in the investment portfolios through mandate specific investment guidelines, reconciliations, compliance reviews, and SEC Form ADV reviews.
  • Provides analytical support for assumptions for return expectations, standard deviations, and correlations, including comparison summaries.
  • Assists with preparation of Board Investment Committee materials.
  • Prepare special analysis, ad hoc reporting and other duties as assigned.

SRC reserves the right to revise or change job duties as business requirement dictate.

Required Skills/ Abilities
  • Bachelor’s degree with three years of directly related experience.
  • Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience.
  • The experience should be in an institutional investment office such as an endowment, foundation, or pension plan environment.
  • Strong background in investment analysis, portfolio analysis, and performance measurement methodologies within GIPS framework.
  • Working knowledge of Zephyr/PSN, eVestment, Wilshire Compass or other investment management software and databases.
  • Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data.
  • Ability to manage and prioritize multiple projects and deliver results within deadlines.
  • Commitment to integrity and desire to work for a mission-driven non-profit organization.

At Scottish Rite for Children, we work together with the common goal of helping give children back their childhood. Scottish Rite is a unique place to work because we believe in a collaborative approach, utilizing the care and expertise from all departments. We are always looking for caring, energetic individuals to join our team. We currently have locations in Dallas and Frisco and are an equal opportunity employer.

For questions, contact careers@tsrh.org.

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