Fixed Income & Alpha Strategies Analyst (Hybrid—Chicago)

CFA Institute; Chicago (IL); Hybrid; USD 108,000 - 132,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive benefits package

Job summary

The John D. and Catherine T. MacArthur Foundation in Chicago, IL, is seeking an Investment Analyst to support the Investment Department's efforts. You will assist in evaluating strategies, performing due diligence, leveraging AI tools, and preparing portfolio analyses in a collaborative, hybrid work environment.

You will work with the team to monitor portfolios and contribute to market research, with a base salary starting at $120,000 and an incentive bonus opportunity of up to 40% of base pay.

Qualifications

• Bachelor’s degree required; coursework in finance or accounting preferred.
• Progress towards, or completion of, CFA program preferred.
• 3 - 5 years of relevant work experience
• Excellent academic records
• Strong analytical, organizational and communication skills (written and verbal)
• Creativity and analytical ability
• Strong interest in portfolio management and institutional investment issues
• Proficiency in Microsoft Office products, including advanced Excel skills
• Able to learn various software programs used by the Investment Department
• Able to function effectively as a team member and work independently as needed
• Thorough professionalism in all technical and non-technical aspects of the position
• Able to prioritize, and meet work deadlines consistently

Responsibilities

• Assess existing investment strategies across asset classes and prepare memos and presentations.
• Evaluate prospective investment strategies aligned with Foundation goals.
• Conduct investment and operational due diligence on prospective managers.
• Leverage AI-enabled tools to enhance research and portfolio analysis.
• Ensure timely collection and categorization of portfolio materials and metrics.
• Prepare and refine quantitative analyses and portfolio reviews.
• Represent the Foundation in meetings with managers and at conferences.
• Support quarterly investment committee book production with reports and analyses.
• Assist with cross-team collaborations to understand the full portfolio.

Skills

Analytical thinking

Communication skills

Excel

Team player

Financial analysis

Education

Bachelor’s degree in finance/accounting

CFA program

Tools

Microsoft Office

Excel (Advanced)

Investment software

Job description

The John D. and Catherine T. MacArthur Foundation in Chicago, IL, is seeking an Investment Analyst to support the Investment Department's efforts. You will assist in evaluating strategies, performing due diligence, leveraging AI tools, and preparing portfolio analyses in a collaborative, hybrid work environment.

You will work with the team to monitor portfolios and contribute to market research, with a base salary starting at $120,000 and an incentive bonus opportunity of up to 40% of base pay.