Position:
Investment Analyst
Website:
Job Type:
Position Description/Overview:
Position Summary
Reporting to the Director of Investments, the Investment Analyst is an integral part of a small team responsible for the Foundation’s investment portfolio. The Investment Analyst will be primarily responsible for researching, collecting, and analyzing data, providing support to a wide range of investment operations. The Investment Analyst will take a lead role in manager due diligence, portfolio monitoring, reporting, evaluation, and other asset management functions.
Key Responsibilities:
- Conduct thorough due diligence on all prospective managers and provide recommendations for the portfolio.
- Monitor the portfolio holdings, performance, risk profile, and firm’s business development of all existing managers. Analyze manager position and performance and make recommendations based on findings.
- Monitor the overall portfolio’s risk allocation/exposure. Design and produce analytic reports, analyze findings, and make recommendations.
- Work with the Foundation’s custodian and external software providers in producing monthly performance report and quarterly risk report.
- Maintain and update various databases on an ongoing basis.
- Assist with cash flow forecasts and portfolio modeling.
- Collect data and assist in preparing various monthly/quarterly reports for the overall portfolios and existing managers.
- Participate in preparations for Investment Advisory Sub-Committee and Executive Committee meetings.
- Co-manage internal laddered bond portfolio.
- Perform fundamental and quantitative analysis.
- Contribute to investment recommendations for prospective managers.
- Attend manager meetings and participate in investment management discussions. Write up investment manager meeting notes. This includes international travel.
- Manage the annual manager survey process.
- Complete legwork for operational / financial / accounting issues, as requested.
- Carry out various other tasks such as interacting with managers and other service providers, collecting data and materials from external service providers, and preparing background information for manager reviews.
- Support the Director of Investments on asset allocation and various projects.
Qualifications:
Criteria & Relevant Skills
- Bachelor’s Degree required preferably with a finance or economic focus.
- A minimum of 2 years of experience in investment management and manager due diligence.
- CFA or CFA Candidate preferable
- Strong knowledge of various asset classes and a broad understanding of global markets.
- Proficiency in financial software databases and Microsoft tools, including advanced MS Excel skills.
- High level of integrity, honesty, accountability, self-motivation, and intellectual curiosity.
- Strong organizational skills
- Willing and able to travel both domestically and outside the US.
- Skilled written and oral communicator with attention to detail.
- Strong personal interest in the Foundation’s mission.
How to Apply:
Deadline:
Open until filled.