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Our client, one of the largest foundations in the United States with a portfolio of 4B+, has an urgent need for an:

Jr. Investment Analyst 

New York, NY – Onsite 3 days/ Remote 2 days

Full Time – direct placement

Position Summary:

Reporting to the Managing Director of Investments, the Investment Analyst works closely with various members of the Foundation’s Investment team in a generalist role. The Investment team currently consists of nine professionals under the direction of Chief Investment Officer. The Investment team is responsible for managing the Foundation’s $4.2 billion global portfolio and seeks to partner with the best fund managers across asset classes. This is a fulltime position and works in the Foundation’s headquarters in New York City.


  • Prepare analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall
  • Support the team in sourcing, screening, and analyzing prospective investment managers
  • Conduct thorough due diligence on the most compelling prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance
  • Research topics of discussion on an ad hoc basis
  • Contribute to a culture of intellectual curiosity, analytical rigor, and innovation
  • Maintain the team’s reputation for professional excellence and credibility both inside the foundation and throughout the investment management community


  • The successful candidate must have strong quantitative analytical skills, interest in investing, and a demonstrated track record of academic and professional success.
  • Bachelor’s degree required, preferably in finance, accounting, economics, business analytics or business administration
  • Minimum of 2-3 years of related experience (job, coop, internships)
  • Advanced Excel skills 
  • Ability to travel occasionally within the United States and overseas
  • Strong work ethic, organizational skills, and attention to detail
  • Ability to set goals, prioritize tasks, and manage simultaneous projects
  • Strong communication and presentation skills, both spoken and written
  • Track record of collaboration, working on a small team
  • Highest level of integrity, intellectual capability, honesty, and personal responsibility
  • Enthusiasm for being part of the foundation and contributing to its mission

Nice to have skillsets:

  • Bloomberg
  • Quant / modeling / data science skills – R, Python, etc.

Exceptional Salary and Benefits:

  • A compensation package that includes salary commensurate with experience
  • Health care and dental insurance—100% covered for the employee!
  • Retirement plan with up to 12% employer contribution
  • Employer-paid group life insurance
  • 24-weeks of paid parental leave following the birth, adoption, or placement of a child
  • Optional flexible spending plans for healthcare, parking, transit, dependent care
  • Corporate discount
  • Personal time off (PTO) initial allotment of minimum of four weeks of vacation, all Federal holidays, plus another two+ weeks of PTO for sick or personal use