Careers

Harpswell Capital Management is a boutique RIA dedicated exclusively to serving nonprofit institutions and endowments across the country. For over 10 years, we have achieved consistent, organic growth by delivering research-driven investment guidance to organizations that make a difference.

We pride ourselves on a professional and pleasant office vibe and a roster of terrific nonprofit clients. Harpswell maintains a strict "life is too short" policy and only work with nice nonprofits and only hire nice people.

Endowment Analyst

We are seeking an Endowment Analyst who is ready to build a long-term, progressively successful career with us. You will support our advisors in investment research, portfolio management, and financial modeling.

Qualifications:

• Bachelor’s degree in finance, economics, mathematics, or a closely related field
• Strong analytical, quantitative, and problem-solving skills, with demonstrated ability to interpret complex data and derive actionable insights
• Excellent written and verbal communication skills, including the ability to present findings clearly to both technical and non-technical audiences
• Proficiency with Excel; familiarity with financial modeling techniques and best practices (building, auditing, and stress-testing models)
• High attention to detail, strong organizational skills, and proven ability to manage multiple tasks and priorities in a small-team environment

Preferred:

• 1–3 years of experience in investment analysis, wealth management, or financial planning.
• Experience with RIA tools such as Morningstar Direct, Orion, Bloomberg, Riskalyze, Pershing BNY Mellon Platform, and Style Advisor.

This an office-based role in beautiful Yarmouth, Maine. We are committed to your professional evolution, offering significant growth potential and support.

If you are a high-performing, positive professional looking for a firm where your work has a purpose, we want to meet you.

Please send resume and cover letter to:  info@harpswelladvisors.com

(Posted Jan.1, 2026)