Endowment Investment Analyst (Hybrid)

The Andrew W Mellon Foundation; New York (NY); Hybrid; USD 120,000 - 135,000; Full time

Job summary

The Mellon Foundation in New York, NY seeks an Investment Analyst to join our Investment team. Reporting to a Senior Portfolio Manager, you will gain exposure to public and private investments within an approximately $8 billion endowment.

Responsibilities include manager sourcing and due diligence, memo preparation, and portfolio reporting, with a strong emphasis on analytics and collaboration. The role is hybrid with three in-person days at our Manhattan offices.

Qualifications

• Bachelor's degree required.
• 1–4 years of relevant work experience.
• Strong analytical and communication abilities.
• Proficiency in MS Office with advanced Excel skills.
• Passion for investing and financial markets.

Responsibilities

• Source and screen investment managers; conduct due diligence.
• Prepare data-driven investment recommendations and memos.
• Report on portfolio performance, exposures, and cash flows.
• Collaborate with portfolio team and external managers.
• Support ad hoc projects and enhance digital tooling usage.

Skills

Analytical skills

Communication skills

Team collaboration

Self-starter

Excel

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

The Mellon Foundation in New York, NY seeks an Investment Analyst to join our Investment team. Reporting to a Senior Portfolio Manager, you will gain exposure to public and private investments within an approximately $8 billion endowment.

Responsibilities include manager sourcing and due diligence, memo preparation, and portfolio reporting, with a strong emphasis on analytics and collaboration. The role is hybrid with three in-person days at our Manhattan offices.