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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Boston, Massachusetts, United States

Salary: $k - $k

Dartmouth College is a private Ivy League research university in Hanover, New Hampshire. Established in 1769 by Eleazar Wheelock, Dartmouth is one of the nine colonial colleges chartered before the American Revolution. Emerging into national prominence at the turn of the 20th century, Dartmouth has been considered among the most prestigious undergraduate colleges in the United States since the early 1900s. Details below.

DARTMOUTH
INVESTMENT OFFICE / BOSTON, MA

PORTFOLIO STRATEGY OPENING

  • Associate Director or Director of Portfolio Strategy & Analysis with the Dartmouth College Investment Office in Boston, leading asset allocation, performance, and risk analysis
  • Reporting directly to CEO and CIO as part of a 23-person team that manages Dartmouth’s $9 billion endowment
  • Help Dartmouth maintain and grow its financial resources that are critical to ensuring that Dartmouth can continue to provide a world-class education to future generations

OVERVIEW OF ROLE & RESPONSIBILITIES

  • Asset allocation: Lead allocation process in collaboration with CEO and CIO, shaping cash flow and rebalancing decisions
  • Performance & attribution: Oversee performance reporting and analytics on a sophisticated multi-asset platform
  • Exposure, liquidity & risk: Monitor positioning across a variety of dimensions and bring recommendations to senior leadership
  • AI & automation: Make analysis across the office faster, sharper, and more flexible by expanding a well developed tech stack of data and portfolio analysis tools
  • Impact Across Organization: Collaborate with asset class teams on themes, risks and opportunities that are shaping the portfolio

Ideal Candidate Profile:

  • 5+ years experience in manager selection, portfolio strategy, asset allocation, and/or risk management in multi-asset class portfolios
  • Strong quantitative skills across performance, exposure, liquidity, and risk, with the judgment to turn data into strategic perspective
  • AI-conversant and automation-minded, with strong academic credentials; MBA, IA, CFA, or CAIA a plus

Interested candidates should email a cover letter and resume to investment.office@dartmouth.edu

Job posting link to follow


Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.