Summary Description
The Investment Analyst will work as a part of a team and be responsible for performing all initial evaluations for potential managers as well as monitoring all existing managers for the Foundation’s externally-managed public equity, credit and hedge fund portfolio. This will include all externally-managed public equity investments, credit investments and hedge fund investments. The each Investment Analyst will work closely with the Associate Directors of Investments and will be responsible for performing initial evaluations for potential managers, identifying managers that the Associate Directors of Investments should perform further analysis on, and monitoring the performance and risk of all current managers. As a member of the Foundation’s investment team, the Investment Analyst will also contribute to discussions regarding portfolio construction of the Foundation’s externally-managed public equity, credit and hedge fund portfolio, formulation of investment strategy and manager hiring and termination decisions across the portfolio.
Qualifications
• Minimum of two years’ investment experience. • Experience in risk management, performance attribution or manager universe construction. • Bachelor’s degree. CFA candidates preferred.
Preferred Qualifications
• Experience with any of the following: o hedge fund strategies (including, but not limited to, long/short equity, and market-neutral equity, event-driven, relative value strategies, etc.). o equity strategies (US Growth, US Value, Developed International, Emerging Markets, etc.). o fixed-income strategies (credit, mortgage, etc.). o derivative strategies (arbitrage, volatility, etc.). • Direct equity and/or fixed-income portfolio experience desirable. • Strong understanding of capital markets, exceptional written and verbal communication skills, and exceptional quantitative modeling capabilities (Visual Basic, Factset, Bloomberg, Ibbotson experience a plus).
Salary
is based on experience and on the Foundation’s commitment to internal equity. A generous benefits package is provided.