Senior Investment Analyst

Packard Foundation•Los Altos, CA

3d•Hybrid

About The Position

The Investments team is a 13-person team comprised of nine investment professionals and four operations and administrative professionals. We invest the Foundation’s $9 billion endowment portfolio across asset classes such as public and private equities, venture capital, real estate, hedge funds, and fixed income and across geographies such as the United States, China, India, Latin America, and Europe, creating a stream of payments to the Foundation’s charitable programs. Our goal is to generate excellent risk-adjusted returns that are sufficient to fund the Foundation’s grantmaking activities, while preserving the real value of the portfolio over the long term. We invest by finding the world’s best fund manager talent and building long-term relationships with these funds. We work closely and collaboratively, valuing intellectual curiosity, debate, and teamwork. The Investment Analyst role is a generalist position, working broadly on investments across the portfolio and with various senior team members on all aspects of the investment process. You will have the opportunity to interact with some of the most talented fund managers in the world while serving as the analytical backbone for our small team and learning the fundamentals of investing.

Requirements

Bachelor’s degree required
Chartered Financial Analyst (CFA) designation: in process or intended
Two to three years of work experience in an analytical role relevant to investing (e.g., investment management, consulting, investment banking, or other)
Strong interest in investing as a career
Strong and demonstrated quantitative and analytical skills
Strong orientation to detail and accuracy; excellent organizational skills
Excellent written and oral communication skills
High level of intellectual curiosity and ability to think critically
High degree of integrity and honesty
Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team
Comfort with Microsoft Excel or similar tools to analyze large amounts of data
Familiarity with Microsoft Word, PowerPoint, and Outlook
All applicants must be legally authorized to work in the United States on a full-time basis without current or future sponsorship.

Responsibilities

Collect, analyze, and synthesize portfolio-wide data related to exposures (e.g., geographic and sector exposure, liquidity, asset allocation) and performance
Monitor and share news flow and industry research relevant to the portfolio
Conduct analyses on existing and prospective fund managers to gain insights into historical performance and investment strategy
Participate in meetings with existing and prospective fund managers as part of due diligence and portfolio monitoring
Prepare materials for discussion with the Investment Committee (e.g., investment memos, strategy roadmaps, asset allocation, etc.)
Lead analytical projects and mentor and delegate to Analysts
Build relationships with colleagues at peer institutions and fund managers