Investment Analyst

Updated: October 1, 2026

Title: Investment Analyst

Staff Group: Finance

Reports To: Senior Investment Analyst 

Location: Boston, Massachusetts (hybrid onsite / remote) 

Job Category: Program Specialist II

Hours/Week: 35

Purpose

We are seeking a motivated early-career investment professional to join our team as an Investment Analyst. This role provides responsibility for analyzing and reporting on values and impact investments, supporting proxy voting and company engagement, conducting climate analysis and measurement, and engaging with community and climate justice investments in the context of a sophisticated endowment fund. The Analyst will contribute to stewardship activities and support the ongoing development of the Common Endowment Fund’s investment and stewardship work.

Principal Responsibilities

• Values Analysis and Reporting:

• Produce reports and analyses on the Common Endowment Fund's (CEF) carbon footprint, Climate Justice and Sustainable Development Goals (SDG) exposures.
• Support ongoing climate analysis, including emissions measurement, transition assessment, and climate-related risk and opportunity evaluation across the portfolio.

• Proxy Voting and Stewardship:

• Support execution and documentation of proxy voting activities in alignment with UUA policies and stewardship priorities.
• Assist in developing proxy voting guidelines and analysis of company engagements and shareholder proposals.
• Maintain records and provide analysis/research for the CEF's company advocacy and engagement activities.

• Community Investment Research:

• Maintain the investment pipeline, and conduct analysis and support development of Investment Memos, including financial characteristics, investment structure, and impact alignment.
• Assist in tracking existing investments, monitoring impact metrics, and preparing portfolio and pipeline updates.

• Manager Commentary Review:

• Ensure receipt and review of all ongoing CEF manager commentaries and reports.

• Performs other duties in the Investment Office as requested by supervisor, Vice President or President.

Qualifications

This position has a midpoint of $65,700. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint. Requirements include: 

• 3-5 years of relevant experience
• Bachelor’s degree in Finance, Economics, Business, Sustainability, or a related field, or a bachelor’s degree in another field combined with relevant investment, financial, analytical, or related experience.
• Excellent written and verbal financial or investment communication abilities. 
• Demonstrated interest in sustainable, impact and / or community investing, and / or stewardship and company engagement.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work independently and collaboratively within a team.
• Attention to detail and strong organizational skills.
• Understanding of issues around anti-racism, anti-oppression, and multiculturalism 
• Work or lived experience with BIPOC communities is of particular value 
• Eagerness to work in an organization in which the dismantling of white supremacy is a high priority

How to Apply

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role, but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply. Please submit your resume and cover letter via our applicant portal (ADP WorkforceNow) on uua.org/jobs. If you have any questions, please reach out to careers@uua.org.

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice. Our normal workweek is 35 hours, we pay 80% contribution towards health insurance premiums, 10% towards retirement (after one year), and have generous paid time-off policies. We are a great place to work, and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment, the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Department of Human Resources at careers@uua.org. For more information on the UUA, visit us online at UUA.org and uuworld.org.

Support for the Mission and Values of the Association 

The Unitarian Universalist Association is a progressive and historic religious denomination. All UUA staff members are expected to perform their job duties in accordance with the UUA’s values, principles, and mission. Unitarian Universalism puts love at the center of our commitments, which embrace the Shared Values of justice, equity, transformation, interdependence, pluralism and generosity. The following points drawn from these Shared Values are of particular importance for the UUA’s work environment and staff culture: 

• Pluralism and generosity: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity, and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued.
• Justice and equity: We speak openly and publicly of our support for social and political issues, including LGBTQ equity, racial justice, climate justice, gender equity, and reproductive justice.
• Interdependence and transformation: We recognize that the liberation of all people is interwoven, and we work to counter patriarchy, white supremacy, colonialism, homophobia, transphobia, environmental exploitation, and other interrelated systems of marginalization.