Investment Analyst
Ford Foundation
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SUMMARY DESCRIPTION
The Investments division is hiring an Investment Analyst to join the Private Markets team. Reporting to the Director of Private Equity, the Analyst will be a key part of the team responsible for sourcing, analyzing and managing investment manager relationships for the Foundation’s portfolio of private investments, which, in aggregate, comprises approximately 43% of the Foundation’s $15 billion endowment. The private investment portfolio includes private equity, natural resources, and real estate investments.
The Analyst will be responsible for supporting the Director and Associate Directors of the private investments team as they (i) oversee and manage Ford’s existing private equity, natural resources, and real estate portfolios, (ii) look for new private investment managers to potentially add to Ford’s portfolio, (iii) prepare for regular update meetings with Ford’s president and investment committee, (iv) further build out and maintain the private investments team’s analytics, processes and infrastructure, and (v) pursue various ad hoc research projects.
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.
RESPONSIBILITIES
Principal duties and responsibilities include, but are not limited to:
Prepare quarterly investment performance reporting
Review and verify other regular quarterly reporting, including cash flow analyses and attribution reports
Create, analyze, and present portfolio-level and market/benchmark-level research analytics for the Privates team and Chief Investment Officer
Attend and summarize (in written form) meetings with investment managers
Formulate and defend opinions on potential new investments
Create slides for Investment Committee meetings
Lead the relationship between Ford Foundation and PE service providers (Pitchbook and Burgiss)
Act as liaison between the Private investment team and Finance department
Maintain the Privates web portal
QUALIFICATIONS
Bachelor’s degree in finance, business, economics, engineering or a related field plus a minimum of 2-3 years of work experience, or equivalent combination of education and work experience
Strong analytical skills and highly detail-oriented nature
Demonstrated passion for investing
Superior quantitative skills and technology proficiency, including advanced Excel and intermediate/advanced Powerpoint skills
Team orientation and collaborative work style
Strong time management skills
Excellent written and verbal communication skills
Familiarity with intermediate investment management concepts, including: performance measurement and attribution, risk measurement and management, and understanding of capital markets and diverse investment strategies
Some experience evaluating investments from an institutional and/or long-term perspective
Progress toward a CFA is a plus
Willingness to be based in New York City and work in the office 3 days per week
PHSYCIAL REQUIRMENTS
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 talentacquisitionhr@fordfoundation.org.
Location: The position is based in our New York office.
SALARY: The Ford Foundation is committed to practicing salary transparency. The minimum salary for this position is $125,000 and the maximum is $145,000. This position is eligible to participate in the Foundation’s Investment Division annual incentive award plan.
#LI-Hybrid
Alignment to Culture and Values
Commitment to the Foundation’s mission and core values of equity, openness, collaboration, trust, accountability and urgency
Personal qualities of humility, capacity for self-reflection, and a sense of humor
Discretion and ability to handle confidential issues
Action-orientated and entrepreneurial self-starter who can work well independently and in teams
Benefits
Hybrid Workplace and Flexible Work Arrangement policies
Medical and dental benefits for employee and immediate family on first day of work
Retirement savings account with matching company contributions of up to 13%
Three weeks’ paid vacation in first year of work; four weeks in subsequent years
Tuition Reimbursement
Office closed the week between Christmas and New Year’s Day
Professional development initiatives for growth
Generous parental leave (maternal and paternal) during new child’s first year (born into family or adopted)
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.
This job is no longer accepting applications
See open jobs at Ford Foundation.See open jobs similar to "Investment Analyst" Fast Forward.