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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $120K - $180K

Our client is a prestigious and well-known foundation located in NYC. The investment team manages over $9 billion AUM which is invested across a broadly diversified range of asset classes. Some asset classes include public and private equity funds, hedge funds, real asset funds, and fixed income funds. Details below.


The Investment Analyst will be part of a lean investment team and will report directly to a Portfolio Manager. This individual will primarily work with alternatives asset classes such as hedge funds and private equity funds.

Start Date: Immediate

Location: NYC


  • Monitor and evaluate fund managers in the foundation’s portfolio
  • Perform quantitative and qualitative analysis of prospective fund managers
  • Automate data analysis and workflow
  • Review manager reports and letters
  • Participate in meetings with investment managers and assist with monthly and quarterly performance reporting and reconciliation
  • Track and coordinate reports, financial statements, correspondence, and legal documents
  • Research, prepare, and write investment documents to analyze the portfolio and outline market trends
  • Formulate a view on risks and opportunities related to particular investments


  • 2-5 years of experience with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory would be ideal)
  • Top school a plus
  • Strong academic performance
  • Passion for investing, self-starter, ability to work independently, prioritize projects, and collaborate with a team
  • Proficiency in Microsoft Office
  • Commitment to the foundation’s missions
  • Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity