Investment Analyst, Public Markets

- 1 active job (view)
- www.rwjf.org
Description
About the Opportunity
Reporting to the managing director of the Public Investments team, the analyst is responsible for a variety of tasks to provide support related to RWJF’s public investments and broader portfolio.
The Foundation Investment Office maintains a flat organizational structure of approximately 18 staff managing a $14 billion portfolio that is broadly diversified in both public and private investments. The investment analyst program is a three-year term appointment and analysts will split time between the Foundation’s New York City and Princeton, N.J. offices.
Staff at all levels at RWJF are expected to demonstrate a passionate commitment to equity and the Foundation’s vision, values, and Guiding Principles.
Essential Job Responsibilities
- Attend meetings with current and prospective investment managers. Interact with top investment organizations and other institutional investors globally.
- Prepare independent research on portfolio companies, asset allocation, and other investment topics.
- Perform quantitative analysis, financial modeling, and qualitative due diligence relevant to hedge funds, public equity, fixed income, and credit markets.
- Assist in the preparation of detailed memoranda for team review and coordinate discussion materials for the Investment Committee.
- Work with colleagues in Information Systems, Investment Operations, Legal, and Finance to identify and validate key information for public investments and financial reporting.
- Perform other duties, as assigned.
Minimum Requirements
- Commitment to the Foundation’s vision, values, and Guiding Principles.
- Experience working in and fostering an inclusive environment working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social, and ethnic backgrounds.
- One (1) to four (4) years of experience in a financial or investment analysis role.
- Demonstrated proficiency in the use of Microsoft Office Suite and experience with file sharing systems (Dropbox, OneDrive).
- Able to work and think independently and in teams with confidence.
- Intellectually curious; able to apply learning to work responsibilities.
- Collaborative, collegial, team-oriented, and energetic; able to develop productive relationships with colleagues and external partners.
- Strong time, project, and people management skills; ability to balance multiple priorities.
- Able to work independently as well as in a group.
- Excellent written and verbal communication skills.
- Strong attention to detail.
- Able to work under pressure with tight deadlines.
- Able to travel as required, including internationally.
- Education or experience equivalent to a bachelor’s degree with strong academics, and progression toward CFA desirable.
How to Apply
Submit your resume and letter of interest. In addition, please include a writing or presentation sample (4-page maximum) on any investment or financial topic. If you do not have a sample available, submit a summary of a recent investment you made or one that is of interest to you.
Application Deadline: June 12, 2022
The Robert Wood Johnson Foundation is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, and LGBTQ+ and other underrepresented applicants.