About this opportunity
Phillips Exeter Academy lists this Investment Associate/ Senior Investment Associate opportunity in exeter, New Hampshire. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Investment Associate/ Senior Investment Associate
Job Category : Investments
Requisition Number : INVES
Posted : September 18, 2026
Full-Time
Hybrid
Locations
Showing 1 location
Phillips Exeter Academy
20 Main St
Exeter, NH 03833, USA
Description
Investment Associate / Senior Investment Associate
PHILLIPS EXETER ACADEMY
Reports to
Director of Investments
Location
Hybrid
Salary (based on relevant experience and education)
$123,000 - $192,000
About Phillips Exeter Academy
Founded in 1781 in Exeter, New Hampshire, Phillips Exeter Academy is a coeducational residential school serving more than 1,000 high school students from the United States and dozens of other countries. The Academy was built on the belief that every student should have access to an exceptional education grounded in goodness and knowledge.
Position Overview
The Investment Associate or Senior Investment Associate will join the four-person team responsible for overseeing Exeter's $1.8 billion endowment. The endowment supports more than 50 percent of the Academy's operating budget and helps make need-blind admission possible.
This generalist role offers broad exposure across asset classes and participation throughout the investment decision-making process.
Key Responsibilities
Work closely with the team on new investment research and diligence.Conduct quantitative and qualitative research to analyze the market opportunity, strategy, and track record of a prospective investment manager.
Evaluate the manager’s investment process, key employees, and organization.
Complete diligence calls and meetings.
Draft investment memos.
Portfolio monitoring and reportingTrack and analyze performance, key return drivers, and exposures at the manager and portfolio level.
Monitor and help to periodically re-underwrite existing managers.
Draft written recommendations for additions or redemptions from existing managers.
Periodically produce written portfolio updates for the Investment Committee.
Maintain manager pipeline, market maps, and capital planning reports.
Support periodic asset allocation reviews.
Prepare materials for, and participate in, investment committee meetings.
Travel for investment manager meetings and conferences.
Position Requirements
Bachelor's degree required; MBA or CFA is a plus.
3+ years of relevant experience.
Skills and Attributes
We value relevant experience, intellectual curiosity, attention to detail, and strong analytical and communication skills. Our ideal candidate is talented, hardworking, and committed to excellence, with a desire to grow as an investment professional.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Worksite address
exeter, NH, 03833, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.