Investment Analyst - Job #2013

About the role

Our client is a prestigious and well-known foundation located in NYC. The investment team manages approximately $8 billion in AUM which is invested across a broadly diversified range of asset classes. Some asset classes include public and private equity funds, hedge funds, real asset funds, and fixed income funds. The Investment Analyst will be part of a lean investment team and will report directly to a Senior Portfolio Manager. This individual will have exposure to a broad range of asset classes, which includes private equity, public equity, hedge funds, and real assets. Start Date: Immediate. Location: NYC.

Responsibilities

• Investment manager sourcing, screening, research, and ongoing due diligence
• Perform quantitative and qualitative analysis of existing and prospective fund managers
• Participate in meetings with investment managers including occasional travel for onsite visits
• Assist with manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows
• Research, prepare, and write investment memos to analyze the portfolio and outline market trends
• Review manager reports and letters
• Formulate a view on risks and opportunities related to particular investments
• Automate data analysis and workflow
• Assist with ad hoc special projects across the portfolio

Qualifications

• 1-4 years of experience (investment banking, consulting, direct investing, or asset allocation) with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory)
• Strong academic performance and a Bachelor’s degree
• Passion for investing and desire to understand the financial markets
• Self-starter, ability to work independently, prioritize projects, and collaborate with a team
• Proficiency in Microsoft Office
• Commitment to the foundation’s missions
• Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity