Investment Analyst

Ford FoundationNew York, NY
27d$150,000Hybrid

About The Position

The Investments division is hiring an Investment Analyst to join the Private Markets team. Reporting to the Director of Private Equity, the Analyst will be a key part of the team responsible for sourcing, analyzing and managing investment manager relationships for the Foundation’s portfolio of private investments, which, in aggregate, comprises approximately 43% of the Foundation’s $17 billion endowment. The private investment portfolio includes private equity, natural resources, and real estate investments. The Analyst will be responsible for supporting the Director and Associate Directors of the private investments team as they (i) oversee and manage Ford’s existing private equity, natural resources, and real estate portfolios, (ii) look for new private investment managers to potentially add to Ford’s portfolio, (iii) prepare for regular update meetings with Ford’s president and investment committee, (iv) further build out and maintain the private investments team’s analytics, processes and infrastructure, and (v) pursue various ad hoc research projects. The ideal candidate will be a detail-oriented, organized, problem-solver who brings strong quantitative skills and technical expertise. This position is an excellent opportunity for someone eager to learn more about investment management concepts from a collaborative and inclusive team.

Requirements

  • Bachelor’s degree in finance, business, economics, engineering or a related field plus a minimum of 2-3 years of work experience, or equivalent combination of education and work experience
  • Strong analytical skills and highly detail-oriented nature
  • Demonstrated passion for investing
  • Superior quantitative skills and technology proficiency, including advanced Excel and intermediate/advanced Powerpoint skills
  • Team orientation and collaborative work style
  • Strong time management skills and excellent written and verbal communication skills
  • Familiarity with intermediate investment management concepts, including: performance measurement and attribution, risk measurement and management, and understanding of capital markets and diverse investment strategies
  • Willingness to be based in New York City and work in the office 3 days per week

Nice To Haves

  • Some experience evaluating investments from an institutional and/or long-term perspective
  • Progress toward a CFA is a plus

Responsibilities

  • Prepare quarterly investment performance reporting
  • Review and verify other regular quarterly reporting, including cash flow analyses and attribution reports
  • Create, analyze, and present portfolio-level and market/benchmark-level research analytics for the Privates team and Chief Investment Officer
  • Attend and summarize (in written form) meetings with investment managers
  • Formulate and defend opinions on potential new investments
  • Create slides for Investment Committee meetings
  • Lead the relationship between Ford Foundation and PE service providers (Pitchbook and Burgiss)
  • Act as liaison between the Private investment team and Finance department
  • Maintain the Privates web portal

Benefits

  • Commitment to creating a culture where everyone feels respected
  • A hybrid working model and flexible work arrangement policies offer colleagues the opportunity to engage in meaningful ways and the space to maintain a healthy work-life balance
  • Professional development and ample opportunities to build your expertise and expand your network
  • Comprehensive benefits package designed for your well-being and work-life needs, including medical, dental, and vision benefits effective on your first day
  • Generous time off, including personal, vacation, sick, extended holiday time off, and wellness days
  • Generous parental leave policy, including birth, surrogacy, adoptive, foster parents, and resources for backup child and elder care that support our colleagues’ ability to attend to family responsibilities
  • Comprehensive retirement benefits options (with employee and employer contributions of up to 13%), allowing you to invest in your financial future with confidence
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