Investment Analyst

Position Overview

The Investment Analyst will support the mission of the Investments Office, ensuring that the Foundation’s approximately $6 billion endowment is invested in a manner that (i) provides steady funding for program spending, and (ii) preserves real value, all while maintaining alignment with the Foundation’s overall mission. Specifically, the Investment Analyst will be responsible for (i) assisting with the identification, selection, and monitoring of external investment managers, (ii) analyzing performance, and (iii) contributing to all other aspects of endowment management.

Submission Of a Cover Letter Is Required.

Pay Range: $120,000 - $135,000. This represents the present low and high end of the Foundation’s pay range for this position. Actual pay will vary based on various factors, including but not limited to experience.

Work Schedule: This is a 3-year term position. Initially, the Investment Analyst will cover private equity (including venture capital, growth equity, buyout, and real assets investments) and report to the Managing Director responsible for managing the private equity portfolio. Over time, the Investment Analyst will have an opportunity to rotate to cover the public equity, fixed income, and hedge fund portfolios.

The Rockefeller Foundation is a hybrid work environment, and the Investment Analyst will be required to be in the office on Mondays, Tuesdays, Wednesdays, and Thursdays, with flexibility to work remotely on Fridays. This position is based in New York, NY, with a moderate amount of travel expected.

Principal Duties And Responsibilities

• Work closely with portfolio managers and the full investment team to support all aspects of the investment due diligence process, including (i) participating in and documenting meetings with current and prospective managers and (ii) assisting in the qualitative and quantitative evaluation of existing and prospective managers.
• Conduct ongoing reviews of individual managers, asset classes, and the overall portfolio using quantitative analyses and third-party resources (e.g., Bloomberg and FactSet).
• Assist in the development of investment strategy papers/presentations and investment manager recommendations for the CIO and Investment Committee.
• Perform macroeconomic research and complete other special projects as required.
• Drive process and quality improvements for data analysis and management.
• Represent the Rockefeller Foundation at fund managers’ annual meetings and industry conferences.
• In time, form independent views on investments, managers, and asset allocation.
  
  

Education, Experience, And Skills

• Bachelor’s degree with significant coursework in finance and/or economics preferred.
• At least two (2) years of work experience at investment firms in related fields.
• Strong understanding of finance and investing with proven analytical, modeling, and MS Office skills.
  
  

Qualifications And Competencies

• Data Oriented: Strong analytical and quantitative skills; able to think critically to interpret results.
• Bias for Action: Self-starter who is resourceful and can work independently when necessary; quick learner with an eagerness to learn more; strong interpersonal skills to thrive in a collaborative environment with a willingness to perform a wide range of tasks.
• Decision Quality: Detail-oriented and organized; able to anticipate team needs, multitask, and prioritize competing deadlines.
• Communicates Effectively: Exceptional oral and written communication skills, active listening skills, and possesses the confidence to share thoughts and actionable insights.
• Strategic Learning: Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Values Differences: Recognizes the value of, and seeks to learn from, different perspectives; commits to being self-aware and respectful; exhibits accountability, humility, and integrity.
  
  

About The Rockefeller Foundation

Submission of a cover letter is required.

The Rockefeller Foundation is a pioneering philanthropy built on collaborative partnerships at the frontiers of science, technology, and innovation that enable individuals, families, and communities to flourish. We make big bets to promote the well-being of humanity. Today, we are focused on advancing human opportunity and reversing the climate crisis by transforming systems in food, health, energy, and finance. For more information, sign up for our newsletter at http://rockefellerfoundation.org and follow us on X @RockefellerFdn.

The Rockefeller Foundation offers a comprehensive and competitive benefits package that includes health insurance programs, tuition reimbursement and student loan repayment, a generous 401K, parental leave, and various forms of paid time off, all to help our employees feel energized, cared for, and engaged.

As an organization, we focus on six values to advance our culture and continue our success. We are dedicated to being Transparent, Optimistic, Accountable, Collaborative, Trusted, and Equitable. We expect all employees at the Foundation to contribute by developing their unique perspectives and talent, challenging conventional wisdom through evidence and reason, and amplifying marginalized voices.

The Rockefeller Foundation is committed to the principles of equal employment opportunity and compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, the Foundation ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status, liability for service in the United States Armed Forces, or any other protected status.

The Rockefeller Foundation is an Equal Opportunity Employer.