Investment Analytics Analyst

The Ford Foundation; New York (NY); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Generous time off

Parental leave

Comprehensive retirement benefits

Job summary

The Ford Foundation in New York is seeking an Investment Analytics Analyst to join the Investments division. Reporting to the Director of Asset Allocation and Liquid Markets, the Analyst will apply quantitative skills and experience to enhance the Foundation's asset allocation, risk management, and manager selection functions.

The Analyst will work closely with every asset class team, provide analytical support across the endowment, assist in evaluating investment managers, and help maintain the

Qualifications

• 2+ years of experience in investment management, quantitative research, or related analytical role
• Bachelor's degree or equivalent combination of education and work experience
• Well-developed quantitative and analytical skills with strong grounding in investment concepts
• Proficiency in a programming language (familiarity with MATLAB is a plus)
• Advanced Excel modeling skills
• Familiarity with Bloomberg
• Demonstrated experience in using AI tools for impactful work
• Ability to clean, manage, and analyze complicated datasets
• Proactive, detail-oriented and proficient at organizing complex tasks
• Strong verbal and written communication skills

Responsibilities

• Perform quantitative and risk analyses at asset class and endowment levels including factor analysis, stress testing, performance attribution, and return decomposition
• Prepare performance and exposure reports, dashboards, manager one-pagers, and meeting materials
• Maintain and enhance the internal portfolio analytics platform and tools
• Support asset allocation tasks and research, including market-mapping exercises and portfolio construction discussions

Skills

Quantitative analysis

Investment concepts

Communication skills

AI tools

Education

Bachelor's degree or equivalent

Tools

MATLAB

Excel

Bloomberg

AI tools

Job description

ABOUT THE OPPORTUNITY

The Ford Foundation is hiring an Investment Analytics Analyst to join the Investments division. Reporting to the Director of Asset Allocation and Liquid Markets, the Analyst will apply quantitative skills and experience to enhance the Foundation's asset allocation, risk management, and manager selection functions. The Analyst will be responsible for providing support in (i) risk measurement and portfolio reporting, (ii) maintenance and development of the team's internal analytics platform and tools, (iii) asset allocation research and portfolio construction, and (iv) evaluation of portfolio hedges or tactical trades. The Analyst will work closely with every asset class team, provide analytical support across the endowment, assist in the evaluation and monitoring of investment managers, and help maintain and improve the team's internal analytics platform and tools. 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.

HOW YOU WILL CONTRIBUTE

Principal duties and responsibilities include, but are not limited to:

• Portfolio Data and Reporting Perform quantitative and risk analyses at the asset class-level and endowment-level, including factor analysis, stress testing, performance attribution, and return decomposition Prepare performance and exposure reports, market and risk dashboards, manager one-pagers, and meeting materials Perform data collection, cleaning, and management across asset classes
• Analytics Platform and Tools Maintain and enhance the internal portfolio analytics platform Build analytical tools for evaluating prospective and existing investments and understanding portfolio exposures Use AI tools to streamline workflows and build new analytical capabilities
• Asset Allocation and Portfolio Strategy Support asset allocation tasks and research, such as the biennial Policy Portfolio Reevaluation process and investment strategy market-mapping exercises Contribute to discussions regarding portfolio construction of the Foundation's investments in externally-managed funds
• Special Projects Provide analytical support for market risk hedging strategies and tactical trades that may be undertaken by the Foundation Assist in ad hoc special projects assigned by the CIO or the foundation's leadership

WHAT YOU WILL NEED

• 2+ years of experience in investment management, quantitative research, or a related analytical role
• Bachelor's degree or equivalent combination of education and work experience
• Well-developed quantitative and analytical skills with strong grounding in investment concepts
• Proficiency in a programming language (familiarity with MATLAB is a plus)
• Advanced Excel modeling skills
• Familiarity with Bloomberg
• Demonstrated experience in using AI tools for impactful work
• Ability to clean, manage, and analyze complicated datasets
• Proactive, detail-oriented and proficient at organizing complex tasks
• Strong verbal and written communication skills

PHYSICAL DEMANDS

This position is primarily a sedentary role. However, the person in this position may need to occasionally move about inside the office to liaise with internal staff, access files, office machinery and a copy machine/printer.

The Ford Foundation is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its programs, and operations. As part of this commitment, the Foundation will ensure that persons with disabilities are provided reasonable accommodations. If a reasonable accommodation is needed to participate in the job application process, please contact [e-mail].

SALARY

The Ford Foundation is committed to practicing salary transparency. The starting salary for this position is $150,000. We review global compensation on a regular basis to ensure market competitiveness and equity. This position is eligible to participate in the Foundation's Investment Division annual incentive award plan.

LOCATION

This position is based in the foundation's New York office. We operate in a hybrid model and require staff to be in the office three days per week.

EMPLOYMENT TYPE

This is a permanent position.

WORK AUTHORIZATION

This position is not eligible for employment visa sponsorship now or in the future. All candidates must be legally authorized to work in the United States.

WORKING AT FORD

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

Learn more about what it's like to work at the Ford Foundation.

• 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

Equal employment opportunity and having a diverse staff are fundamental principles at The Ford Foundation, where employment and promotional opportunities are based upon individual capabilities and qualifications without regard to race, color, religion, gender, pregnancy, sexual orientation/affectional preference, age, national origin, marital status, citizenship, disability, veteran status or any other protected characteristic as established under law. The Ford Foundation does not discriminate against formerly incarcerated individuals.

The Ford Foundation is an independent, nonprofit grant-making organization. For more than 80 years it has worked with visionary people on the front-lines of social change worldwide, guided by its mission to strengthen democratic values, reduce poverty and injustice, promote international cooperation, and advance human achievement. With headquarters in New York, the foundation has ten regional offices in Latin America, Africa, the Middle East, and Asia. We're always looking to grow our talent pool!

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