Job summary
Job post source
This job is directly from The Rockefeller Foundation
Job overview
The Investment Analyst role supports the management of The Rockefeller Foundation's $6 billion endowment to ensure steady funding and preservation of value aligned with the Foundation's mission.
Responsibilities and impact
The analyst assists in selecting and monitoring investment managers, analyzing performance, supporting due diligence, preparing strategy papers, conducting macroeconomic research, improving data processes, and representing the Foundation at industry events.
Compensation and benefits
The position offers a salary range of $120,000 to $135,000, a comprehensive benefits package including health insurance, tuition reimbursement, student loan repayment, 401K, parental leave, and paid time off.
Experience and skills
Candidates should have a bachelor's degree with finance or economics coursework, at least two years of investment-related experience, strong finance and analytical skills, and proficiency in MS Office.
Career development
The role offers rotation opportunities across different investment portfolios and exposure to senior leadership, supporting professional growth in investment management.
Work environment and culture
The Rockefeller Foundation values transparency, optimism, accountability, collaboration, trust, and equity, fostering a respectful and inclusive work environment with hybrid work options.
Company information
The Rockefeller Foundation is a philanthropic organization focused on advancing human opportunity and addressing climate change through innovative partnerships in food, health, energy, and finance sectors.
Team overview
The Investment Analyst will report to the Managing Director of private equity and work closely with portfolio managers and the investment team.
Job location and travel
The position is based in New York, NY with a hybrid schedule requiring office presence Monday through Thursday and remote work on Fridays, plus moderate travel.
Application process
Applicants must submit a cover letter as part of the application process.
Unique job features
This is a 3-year term position with opportunities to rotate across investment portfolios and participate in high-level investment decision-making and industry events.
Company overview
The Rockefeller Foundation is a private philanthropic organization established in 1913 by John D. Rockefeller with the mission of promoting the well-being of humanity worldwide. It focuses on areas such as health, food, power, and equity, aiming to address systemic challenges and drive impactful change. The Foundation makes money through its endowment, which funds grants and initiatives. Historically, it has played a pivotal role in significant global advancements, including the development of vaccines and the Green Revolution in agriculture.
How to land this job
Position your resume to showcase your strong analytical and quantitative skills, emphasizing experience with investment analysis, portfolio management, and financial modeling relevant to managing large endowments.
Highlight your familiarity with private equity, public equity, fixed income, and hedge fund portfolios, as well as your ability to conduct due diligence and monitor investment managers using tools like Bloomberg and FactSet.
Apply through multiple platforms including The Rockefeller Foundation’s official career site, LinkedIn, and reputable job boards to maximize your application visibility.
Connect with current employees in the Investments Office or related finance divisions at The Rockefeller Foundation on LinkedIn; start conversations by referencing the Foundation’s mission to advance human opportunity or asking about recent investment strategies they’ve found impactful.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment due diligence,' 'portfolio management,' 'quantitative analysis,' 'external investment managers,' and 'financial modeling' to increase chances of passing automated screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify the best job posting sites, and find relevant LinkedIn contacts, allowing you to focus more time on preparing for interviews and networking.
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