Investment Analyst

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Analyst

Investments Regular Full-Time Professional New York, NY, US

Salary Range: $120,000.00 To $135,000.00 Annually

Investment Analyst

The Mellon Foundation(“Foundation”) is a not-for-profit, grant making organization that believes that the arts and humanities are where we express our complex humanity, and we believe that everyone deserves the beauty, transcendence, and freedom to be found there. Through our grants, we seek to build just communities enriched by meaning and empowered by critical thinking, where ideas and imagination can thrive. The Foundation makes grants in four core program areas - Higher Learning, Arts and Culture, Public Knowledge, and Humanities in Place - and through its signature Presidential Initiatives. The Foundation seeks an Investment Analyst for our Investment team.

Position Summary:

The Investment Team is responsible for managing the Foundation’s endowment which comprises approximately $8 billion inassets across public and private investments. The Investment Analyst will report to a Senior Portfolio Manager and will have exposure to a broad range of asset classes, including public and private equity, hedge funds, real assets, and fixed income.

Position Description:

Responsibilities may include, but will not be limited to, the following:

• Investment manager sourcing, screening, research, analysis, and ongoing due diligence, particularly inalternative asset classes such as hedge funds and private equity. This includes conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, meeting with managers, attending annual meetings, and preparing data driven investment recommendations.
• Manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
• Researching, preparing, and writing investment memos which explore market trends, analyze the Foundation’s portfolio, and formulate a view on the risks and opportunities related to specific investments.
• Traveling for onsite visits to managers and underlying investments for due diligence purposes.
• Networking with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.
• Assisting with ad hoc special projects across the portfolio.
• Advancing the team’s use of digital tools to improve productivity and insights.

Qualifications:

• A strong academic background with a bachelor’s degree.
• Relevant work experience of one to four years.
• Passion for investing, natural curiosity, and desire to understand the financial markets.
• Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies a plus, but not required.
• Outstanding analytical and communication skills.
• Self-starter with the ability to take initiative and see projects to completion while collaborating across a team.
• Proficiency in Microsoft Office applications supported by sophisticated use of Excel.
• Commitment to the Foundation's mission and high level of professionalism.

The Mellon Foundation is committed to building an inclusive workplace where all individuals are treated with dignity and respect. Employment opportunities are based on individual qualifications, merit, and organizational need, without regard to race, color, religion, sex (including pregnancy, childbirth, and related conditions), gender identity or expression, sexual orientation, age, national origin, disability, veteran status, or any other characteristic protected by applicable law. We welcome applications from qualified individuals of all backgrounds.

Mellon is committed to access and inclusion for our applicants. If you have accessibility requests to support your participation in the hiring process, please let us know at your earliest convenience.

Mellon offers a generous total reward package that includes base salary and a comprehensive benefits program, as well as an excellent working environment. Mellon is committed to providing compensation that is competitive and equitable within the philanthropic sector.The estimated annual salary range for this role is $120,000 - $135,000. The amount of pay offered will be determined by several factors, including but not limited to qualifications, unique skills, credentials, or experience that is expected to impact the candidate’s contribution to the role. We will also consider market data as well as the Foundation’s internal pay equity framework.

Please note that Mellon maintains a hybrid work schedule, with three days per week in person at the Foundation’s Manhattan offices.

The Foundation will consider each complete application carefully but only contact those individuals it believes are most qualified for the position.