Investment Analyst, Public Investments

Robert Wood Johnson Foundation • Princeton, NJ

291d • $96,460

About The Position

The Robert Wood Johnson Foundation (RWJF), located in Princeton, N.J., is a leading national philanthropy dedicated to taking bold leaps to transform health in our lifetime. To get there, we must work to dismantle structural racism and other barriers to health. Since 1972, we have focused on developing and promoting innovations in health and healthcare to improve the lives of millions. Through funding, convening, advocacy, and evidence-building, we work side-by-side with communities, practitioners, and institutions to achieve health equity faster and pave the way, together, to a future where health is no longer a privilege, but a right. We take seriously our responsibilities, and we pledge to work in ways that reflect our values rooted in equity and influence everything we do at RWJF. Equity, diversity, inclusion (EDI), and collaboration enable our staff's wide range of experiences, passions, and perspectives to strengthen our ability to address our nation's most pressing health issues and support a culture of belonging. Part of this work includes actively shaping an inclusive organization where all staff members thrive as we build and use our capabilities, voice, and power to advance health equity. RWJF offers a collaborative, collegial, and creative work environment. With a career at the Robert Wood Johnson Foundation, you will make a difference.

Requirements

• Commitment to racial and health equity and to the Foundation's vision, values, and mission.
• 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 (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.
• Bachelor's degree with strong academics; progression toward CFA certification is desirable.
• Able to work under pressure with tight deadlines.
• Able to travel as required, including internationally.

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.

Benefits

• Comprehensive health and retirement benefits
• Generous paid time off
• Transition stipend to aid in costs related to transitioning to a new job
• Variable compensation plan based on qualitative contributions and the endowment's performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree