Investment analyst Jobs in Lynn, MA

Museum of Science, Boston

www.mos.org

Innovation and creativity come from the unique perspectives of a diverse staff. We value your perspective.

Who We Are

As science and technology increasingly shape our lives, the Museum of Science strives to equip and inspire everyone to use science for the global good while keeping up with the pace of change. Among the world's largest science centers and New England's most attended cultural institution, we engage nearly five million people a year - at Science Park and in museums around the world, in classrooms, and online.

The Museum's singular location connecting Boston and Cambridge puts us at the junction of some of the world's most influential academic institutions and industries, local and state government, schools, and the public. Trusted by each sector, we are ideally positioned to convene, inspire, and create meaningful experiences for all. Come join us on our mission to inspire a lifelong love of science in everyone and living our vision for a world where science belongs to each of us for the good of all of us.

What You'll Accomplish

The Investment Analyst primarily provides mission-critical administrative support to the Investment Committee's oversight of the Museum's Endowment; and will provide important support to the Finance Committee's monthly reporting and the annual audit process. The Investment Coordinator will own the process of coordinating the investment activities of the Investment Committee, outside consultants, custodians, and external investment managers. They will also provide operational support in managing the cash flows in and out of the Endowment and Museum's accounts and be responsible for the accurate and timely book accounting of the Museum's investments.

1. Provides key investment administration reporting support to the Investment Committee (IC) of the Board of Trustees, including cash flows and balances, private investment capital calls and distributions, and manager redemptions.

2. Monitors and books journal entries for investment income, gains, and losses for approximately 50 investment accounts to ensure accurate Endowment and endowment fund accounting

3. Supports the IC through proactive monitoring and distribution of notifications and communications received from investment managers, including capital calls, distributions (usually in cash but occasionally in shares), notices re : upcoming investment manager / LP annual meetings, periodic webcasts, etc.; and investment updates and outlook communications received from portfolio managers. Notices of meetings and webcasts should be posted immediately, and a roster of upcoming manager events should be updated and distributed monthly to the IC Chair to facilitate coordination of which IC members plan to attend these meetings. Manager investment updates and outlook letters should be posted to Dropbox folders with periodic updates notifying IC members of materials recently posted.

4. Responsible with the IC Chair, Chief Financial Officer, and Cambridge Associates team for scheduling quarterly IC meetings, each scheduled one full year in advance, through polling several alternative dates to ensure total IC attendance. Issue calendar invitations and reminders and, when meetings are virtual, host these via Zoom. When ad hoc Subcommittees are appointed to follow up on special topics to return to the IC with action recommendations, assist the IC in scheduling interim meetings, distributing any materials needed, and any follow-up required.

5. Responsible for the timely completion of subscription / redemption documents based on decisions made by the IC.

6. Review with Advancement staff new donor gifts to the Endowment and quarterly reports to the IC Chair regarding these cash inflows. Evaluate with the IC Chair whether these cash flows are substantial enough to be noted on the Cash Balances and Cash Flows spreadsheet shared with the entire IC at quarterly meetings.

7. Collaborates with the Finance team on month-end close activities, financial reporting, and the annual audit.

8. Research cash investment strategies as directed. Also, it may provide IC support with a summary of essential information in the quarterly update letters from most of the investment managers (see 6 above).

9. Perform other work-related duties as required by the Manager.

What We're Looking For (Competencies)

Technical Chops : Working knowledge of capital markets and market terminology.

Collaboration : Demonstrated experience working with trustees, organizational leadership, and staff. Ability to maintain a high level of confidentiality and working relationships with others.

Systems Thinking : Demonstrated experience working in Excel and Microsoft Office applications.

Work Ethic : Proven ability to work independently and to take initiative on projects.

Efficiency : Demonstrated ability to set priorities and to perform under pressure in a fast-paced office environment.

Communication : Demonstrated written communication skills to prepare and edit effective correspondence and reports.

Flexibility / Adaptability : Demonstrated willingness to be a team player and step up to challenges that may arise.

How We Work-Our Values

Everyone : We are everyone's museum. We pursue equity and celebrate every person for who they are. We foster an inclusive environment in which we value and respect diversity.

Service : We serve our colleagues and community. We hold ourselves accountable to be a trustworthy public resource, and to support a sustainable, just and evidence-based future.

Learning : We love learning. We are curious about the world and want to share our joy and wonder with others. We value open minds and recognize that everyone has more to explore, discover and create.

Connection : We find strength in connections. We collaborate across communities, organizations and disciplines to make science relevant and accessible to all.

Boldness : We dream big. We boldly push ourselves forward, pursuing new ideas and challenges. We experiment and learn from our failures as we seek to inspire purpose, spark imagination and encourage hope.

Salary Range

76,714-$95,893 USD

The Museum of Science is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.