Investment Analyst, Public Markets

Robert Wood Johnson Foundation; Princeton (NJ); Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

The Robert Wood Johnson Foundation in Princeton, NJ, is seeking an Investment Analyst to support RWJF's public investments within a 18-person office managing a $14 billion portfolio. The analyst program is a three-year term, with time split between New York City and Princeton, NJ, and collaboration with investment managers.

Staff are expected to demonstrate commitment to equity and the Foundation's Guiding Principles, and to work effectively with colleagues across disciplines while handling

Qualifications

• Bachelor's degree with strong academics; CFA desirable.
• 2–4 years of experience in financial or investment analysis.
• Proficiency in MS Office and file sharing systems.
• Able to work independently and in teams with good communication and attention to detail.

Responsabilités

• Attend meetings with current and prospective investment managers.
• Interact with leading investment organizations and institutional investors.
• Prepare independent research on portfolio companies, asset allocation, and other topics.
• Perform quantitative analysis, financial modeling, and qualitative due diligence for hedge funds, public equity, fixed income, and credit markets.
• Assist in preparing detailed memoranda for team review and coordinate Investment Committee materials.
• Collaborate with Information Systems, Investment Operations, Legal, and Finance to validate key information for public investments and reporting.
• Perform other duties as assigned.
• Commitment to the Foundation's Guiding Principles.

Connaissances

Microsoft Office

File sharing systems

Independent & team work

Communication skills

Time management

Project management

People leadership

Formation

Bachelor's degree

CFA desirable

Outils

Dropbox

OneDrive

Description du poste

The Robert Wood Johnson Foundation (RWJF; the Foundation), located in Princeton, N.J., is the largest philanthropy in America dedicated solely to health. Since 1972, we have focused on developing and promoting innovations in health and healthcare to improve the lives of millions. In partnership with others, we are working toward a nation that is rooted in equity, compassion, and respect. A nation that provides everyone in America a fair and just opportunity to thrive, no matter who they are, where they live, or how much money they have. This requires addressing many harmful obstacles to well-being, including poverty, powerlessness, and discrimination.

We take seriously our responsibilities, and we pledge to work in ways that reflect our Guiding Principles. These are rooted in equity and influence everything we do at RWJF. Equity, diversity, inclusion, and collaboration allow our staff's wide range of experiences, passions, and perspectives to enrich our work and strengthen our ability to address our nation's most pressing health issues. The Foundation offers a collaborative, collegial, and creative work environment. With a career at the Robert Wood Johnson Foundation, you will make a difference.

ABOUT THE POSITION

Reporting to the managing director of the Public Investments team, the analyst is responsible for a variety of tasks to provide support related to RWJF's public investments and broader portfolio.

The Foundation Investment Office maintains a flat organizational structure of approximately 18 staff managing a $14 billion portfolio that is broadly diversified in both public and private investments. The investment analyst program is a three-year term appointment and analysts will split time between the Foundation's New York City and Princeton, N.J. offices.

Staff at all levels at RWJF are expected to demonstrate a passionate commitment to equity and the Foundation's vision, values, and Guiding Principles.

Attend meetings with current and prospective investment managers.

Interact with top investment organizations and other institutional investors globally.

Prepare independent research on portfolio companies, asset allocation, and other investment topics.

Perform quantitative analysis, financial modeling, and qualitative due diligence relevant to hedge funds, public equity, fixed income, and credit markets.

Assist in the preparation of detailed memoranda for team review and coordinate discussion materials for the Investment Committee.

Work with colleagues in Information Systems, Investment Operations, Legal, and Finance to identify and validate key information for public investments and financial reporting.

Perform other duties, as assigned.

Commitment to the Foundation's vision, values, and Guiding Principles.

Experience working in and fostering an inclusive environment working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social, and ethnic backgrounds.

Two (2) to four (4) years of experience in a financial or investment analysis role.

Demonstrated proficiency in the use of Microsoft Office Suite and experience with file sharing systems (Dropbox, OneDrive).

Able to work and think independently and in teams with confidence.

Intellectually curious; able to apply learning to work responsibilities.

Collaborative, collegial, team-oriented, and energetic; able to develop productive relationships with colleagues and external partners.

Strong time, project, and people management skills; ability to balance multiple priorities.

Able to work independently as well as in a group.

Excellent written and verbal communication skills.

Strong attention to detail.

Able to work under pressure with tight deadlines.

Able to travel as required, including internationally.

Education or experience equivalent to a bachelor's degree with strong academics, and progression toward CFA desirable.