Colby College is seeking a Senior Investment Data Analyst to join their Investment Office in Boston, MA. This role is responsible for managing the College’s endowment through advanced investment data management, portfolio analytics, and technology-driven process improvements.
Responsibilities
- Independently design, develop, implement, and continuously improve automated workflows that enhance the collection, organization, integrity, and accessibility of investment data
- Manage and integrate data across portfolio management systems, CRM platforms, investment reporting tools, and other technology applications
- Develop, maintain and enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment reporting
- Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and implementing approved enhancements that improve Investment Office workflows
- Serve as the primary technical resource for investment data management, reporting automation, and analytical processes
- Own the preparation, maintenance, and continuous enhancement of recurring and ad hoc reports for the Investment Office, Investment Committee, and Board of Trustees
- Monitor and analyze portfolio performance through return attribution, exposure analysis, holdings analysis, value creation metrics, benchmarking, and risk assessment
- Maintain investment benchmarks, performance databases, and portfolio analytics to ensure accuracy, consistency, and data integrity
- Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions
- Independently conduct quantitative and qualitative research on existing investment managers, prospective investment opportunities, and broader market trends
- Support investment due diligence through financial analysis, data collection, and research
- Complete analytical projects related to portfolio construction, investment strategies, and emerging market opportunities
- Present findings and recommendations to Investment Office leadership to support informed investment decisions
- Lead assigned initiatives that improve investment reporting, operational workflows, and data quality
- Identify opportunities to streamline processes and recommend technology-based solutions that improve efficiency and effectiveness
- Implement approved process improvements while ensuring appropriate documentation and data governance practices
- Collaborate closely with Investment Office leadership to support ongoing operational and analytical initiatives
- Provide guidance and technical support to interns and assist with recruiting initiatives as appropriate
- Represent the Investment Office at industry conferences, educational programs, and professional meetings, as appropriate
- Maintain expertise in investment technology, financial analytics, automation tools, and industry best practices
- Identify opportunities to improve Investment Office reporting, technology utilization, and analytical capabilities through continuous learning and innovation
Skills
- Bachelor's degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics or a related quantitative field required
- Three to five years of progressively responsible experience in investment operations, investment data analytics, financial analysis, business intelligence, or a closely related field
- Demonstrated ability to independently manage analytical projects and technical initiatives
- Strong experience structuring, analyzing, interpreting, and validating complex datasets
- Proficiency in at least one programming language and experience with business intelligence, automation, and data visualization tools
- Strong understanding of investment operations, portfolio analytics, financial markets, and investment reporting
- Demonstrated ability to identify process improvement opportunities and implement technical solutions with minimal day to day direction
- Excellent analytical, quantitative, and problem solving skills
- Strong project management and organizational skills with exceptional attention to detail
- Excellent written, verbal, and interpersonal communication skills
- Ability to effectively balance independent work with collaboration across a small, high-performing team
- Demonstrated initiative, intellectual curiosity, professionalism, integrity, sound judgment, and discretion in handling confidential information
- Experience working with investment reporting systems, portfolio management platforms, or financial data environments preferred
Company Overview
- Colby College is a private liberal arts college located on Mayflower Hill in Waterville, Maine, USA. It was founded in 1813, and is headquartered in Waterville, Maine, USA, with a workforce of 501-1000 employees. Its website is http://www.colby.edu.
Company H1B Sponsorship
- Colby College has a track record of offering H1B sponsorships, with 7 in 2026, 17 in 2025, 17 in 2024, 11 in 2023, 15 in 2022, 18 in 2021, 9 in 2020. Please note that this does not guarantee sponsorship for this specific role.
