About the Role
Work closely with the Endowment Partners investment team and gain hands-on exposure to portfolio construction, analysis, trading, and rebalancing, including the implementation of derivative-based strategies. This role is designed for a highly analytical, detail-oriented individual seeking to build a strong foundation in institutional investment management. The Analyst will engage directly with real client portfolios and develop technical proficiency across a range of industry platforms, including Charles Schwab custodial systems, BlackDiamond, ThinkPipes, iRebal, YCharts, and Moody's private investment research tools, as well as the Firm’s proprietary manager and fund screening process.
Requirements
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About the Company
Endowment Partners is an independent, fiduciary investment firm dedicated exclusively to serving nonprofit organizations, foundations, and philanthropic families. The Firm provides discretionary, multi-asset class portfolio management tailored to each client’s Investment Policy Statement, liquidity needs, and long-term spending objectives, with a disciplined focus on risk management and consistency across market cycles. Through an open-architecture approach, Endowment Partners conducts rigorous manager selection across public and private markets and integrates both active and passive strategies, as well as income-oriented overlays when appropriate. Beyond portfolio construction, the Firm partners closely with boards and investment committees to strengthen governance, refine investment and spending policies, and support donor stewardship—helping ensure that each organization’s mission is sustainably funded for generations.