Investment Analyst/Senior Analyst

POSITION SUMMARY
The investment analyst/senior investment analyst will have investment exposure across asset classes in an intellectually stimulating and collaborative environment while helping the Foundation achieve its philanthropic mission. The investment analyst supports the two directors of Public Market Investments in managing a $2.4 billion global portfolio of investments, including long-only equity, long/short equity, absolute return, credit, and fixed income. The analyst is responsible for a wide range of activities that contribute to the investment process, including sourcing opportunities and performing due diligence. This is a time-limited three-year assignment.
 

RESPONSIBILITIES
 Monitor existing investments by reviewing reports, attending meetings and calls with managers, performing quantitative and qualitative analysis, identifying key developments and preparing meeting summaries.
 Identify compelling investment opportunities and conduct due diligence. Prepare investment recommendations for the Investments Team.
 Lead portfolio reporting, including maintaining internal databases, preparing periodic portfolio reviews for the Investments Team and producing meeting materials for Foundation board meetings.
 Perform research, analysis and modeling to support investment strategy, portfolio construction and rebalancing decisions.
 Contribute to the evaluation of new investments across all asset classes, including private investments and impact investments.
 Exhibit sensitivity to and respect for diversity in personal, professional and business relationships on behalf of the Foundation
 Seek to use the Foundation’s resources in an equitable manner with regard to race, ethnicity and gender
 Develop awareness and appreciation of the Foundation’s mission, values, standards, principles and programs. Be an exemplary representative of the Foundation to all external audiences.
The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

QUALIFICATIONS
 A bachelor’s degree with a record of high academic achievement; advanced degree or CFA is a plus
 For Investment Analyst: Two to three years of work experience in an analytical role (e.g., investment management, investment banking, consulting)
 For Senior Investment Analyst level: Minimum four years of work experience in an analytical role as noted above.

TO APPLY
The Foundation has partnered with The Options Group to lead this search. To apply, please send your resume to Brian Palabrica at bpalabrica@optionsgroup.com.