Investment Analyst

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

As an Investment Analyst, you will work alongside investment team leaders, use technology to maintain and expand upon data sets, and enhance investment due diligence capabilities. You will represent the firm in regular interactions with current and prospective investment partners. As part of the investment strategy team, you will be responsible for:

• Helping to evaluate the merits of a wide range of investment opportunities

• Continuously improving the efficiency of the group

• Preparing spreadsheets and documents such as investment proposals for our investment committee

• Applying mathematical and logical thinking to solve problems

Competencies for success:

• Genuine passion for the investment industry

• Strong written and verbal communication skills

• Bachelor’s degree

• 1-3 years of relevant experience in addition to college internships

• Experience in Microsoft Excel, Python and SQL is helpful

• CFA Candidates and those interested in the CFA program are encouraged to apply

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.