We seek to build a staff that brings a variety of perspectives and backgrounds to our philanthropic work. We are committed to diversity in all aspects of our hiring practices and are an Equal Opportunity Employer.
While we receive many inquiries, we operate with a small staff, and openings are infrequent. We post all positions and application instructions here. If you have questions about a specific job opening, please contact our Human Resources Department by email at email@example.com.
Under the supervision of the Chief Investment Officer and working closely with the Directors of Investments, the Investment Analyst supports the implementation of a $2.1 billion private foundation in a small team-driven decision process. This position requires an intellectually curious individual that is interested in working across all investment strategies. The Investment Analyst is responsible for leading the weekly investment team meeting and setting the agenda including key macroeconomic issues, asset allocation rebalancing, and portfolio monitoring discussion items. This role also assists with portfolio analysis, investment monitoring, review and analysis of the Foundation’s external investment managers and new investment opportunities, as well as performs related activities like daily performance and trade analysis. In addition, the Investment Analyst will maintain several databases used to support portfolio management efforts; keep abreast of current economic trends; assist in the preparation of investment presentation materials for review by the Board; and conduct special industry studies. The Analyst has significant independence to meet with investment managers individually.
This is a two – three year position mentored by the CIO and Investment Directors and is expected to collaborate with the investment team on ways to expand their own career development. There is also an opportunity to be involved with grantmaking Initiatives on the programmatic side of the organization.
PRINCIPAL DUTIES & RESPONSIBILITIES
SKILLS AND ABILITIES