Get The Yulys App

The Investment Analyst will support the mission of the Investments Office, ensuring that The Rockefeller Foundation’s approximately $6 billion endowment is invested in a manner that both provides steady funding for grantmaking, and preserves real value, all while maintaining alignment with the Foundation’s overall mission. Specifically, the Investment Analyst will be responsible for assisting with the identification, selection and monitoring of external investment managers, analyzing performance, and contributing to all other aspects of endowment management. Reporting to the Director of Investments, the Investment Analyst will have an opportunity to cover all the developed/emerging market equity, fixed income, hedge fund and private equity portfolios. This position will be based in The Rockefeller Foundation’s New York offices.

Pay Range $93,000- $132,100. This represents the present low and high end of the Foundation’s pay range for this position. Actual pay will vary based on various factors, including but not limited to experience.

Work Schedule This is a three year fixed term position with a hybrid work schedule, and required to be in the office on Tuesdays, Wednesdays, and Thursdays.

Principal Duties and Responsibilities

• Work closely with portfolio managers and the investment team to support all aspects of the investment due diligence process, including participating in and documenting meetings with current and prospective managers and assisting in the qualitative and quantitative evaluation of existing and prospective managers.
• Conduct ongoing reviews of individual managers, asset classes and the overall portfolio using quantitative analyses and third-party resources (e.g., Bloomberg and FactSet).
• Assist in the development of investment strategy papers/presentations and manager recommendations for the CIO and Investment Committee.
• Perform macroeconomic research and complete other special projects as required.
• Drive process and quality improvements for data analysis and management.
• Represent The Rockefeller Foundation at fund manager meetings and industry conferences; and
• In time, form independent views on investments, managers and asset allocation.

Experience, Education, and Skills

• Bachelor’s degree, degree in economics or finance preferred
• At least 2 years of relevant experience
• Strong understanding of finance and investing with proven analytical, modeling and MS Office skills
• Exceptional oral and written communication skills, an active listener and shares thoughts and actionable insights
• Quick learner and eagerness to learn more
• Strong interpersonal skills
• Strong analytical and quantitative skills, and can think critically to interpret results
• Self-starter who is resourceful and can work independently when necessary
• Thrives in a collaborative environment and a willingness to perform a wide range of tasks
• Detail-oriented and organized, able to anticipate others’ needs, multi-task and prioritize competing deadlines
• Exhibits accountability, humility, and integrity
• Open to moderate travel

Qualifications and Competencies

• Bias for Action: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Decision Quality: Makes good and timely decisions that keep the organization moving forward.
• Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Strategic Learning: Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Values Differences: Recognizes the value of different perspectives and commits to inclusion, equity, and diversity in every aspect of work.

About The Rockefeller Foundation

The Rockefeller Foundation is a pioneering philanthropy built on collaborative partnerships at the frontiers of science, technology, and innovation that enable individuals, families, and communities to flourish. We make big bets to promote the well-being of humanity and make opportunity universal and sustainable. Our focus is on scaling renewable energy for all, stimulating economic mobility, and ensuring equitable access to health care and nutritious food. For more information, sign up for our newsletter at https://www.rockefellerfoundation.org and follow us on Twitter @RockefellerFdn.

The Rockefeller Foundation offers a comprehensive and competitive benefits package that includes health insurance programs, tuition reimbursement and student loan repayment, a generous 401K, parental leave, and various forms of paid time off, all to help our employees feel energized, cared for, and engaged.

As an organization, we focus on six values to advance our culture and continue our success. We're dedicated to being Transparent, Optimistic, Accountable, Collaborative, Trusted, and Equitable. We operate from a strong commitment to equity, diversity, and inclusion in everything that we do. It is not only the right thing to do – we could not make an impact without our team members' diverse perspectives and experiences. We expect all employees at the Foundation to contribute by developing their unique perspectives and talent, challenging conventional wisdom through evidence and reason, and amplifying marginalized voices.

The Rockefeller Foundation is committed to the principles of equal employment opportunity and compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, the Foundation ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status, or liability for service in the United States Armed Forces.

The Rockefeller Foundation is an Equal Opportunity Employer.

Looking for more jobs near me. Find your favorite job now by visiting our jobs page.