We work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world. We have worked with thousands of organizations and leaders in the U.S. and worldwide to advance progress in the critical areas of science, ocean and land conservation, climate change, women’s reproductive health and rights, and the well-being of children, families, and communities. $8 billion in AUM. Details below.
Position Summary
The Investment Analyst role is a generalist position, working broadly on investments across the portfolio and with various senior team members on all aspects of the investment process. You will have the opportunity to interact with some of the most talented fund managers in the world while serving as the analytical backbone for our small team and learning the fundamentals of investing.
Primary Duties and Responsibilities
- Collect, analyze, and synthesize portfolio-wide data related to exposures (e.g., geographic and sector exposure, liquidity, asset allocation) and performance
- Monitor and share news flow and industry research relevant to the portfolio
- Conduct analyses on existing and prospective fund managers to gain insights into historical performance and investment strategy
- Participate in meetings with existing and prospective fund managers as part of due diligence and portfolio monitoring
- Prepare materials for discussion with the Investment Committee (e.g., investment memos, strategy roadmaps, asset allocation, etc.)
- Lead analytical projects and mentor and delegate to Analysts
- Build relationships with colleagues at peer institutions and fund managers
- Be in person in our Los Altos, CA headquarters three days per week
Qualifications
Education
- Bachelor’s degree required
- Chartered Financial Analyst (CFA), Institutional Allocator (IA) designation: in process or intended
Experience
- Two to three years of work experience in an analytical role relevant to investing (e.g., investment management, consulting, investment banking, or other)
Knowledge, Skills and Abilities
- Strong interest in investing as a career
- Strong and demonstrated quantitative and analytical skills
- Strong orientation to detail and accuracy; excellent organizational skills
- Excellent written and oral communication skills
- High level of intellectual curiosity and ability to think critically
- High degree of integrity and honesty
- Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team
- Comfort with Microsoft Excel or similar tools to analyze large amounts of data
- Familiarity with Microsoft Word, PowerPoint, and Outlook
- This role requires occasional travel, estimated at 20% of the time. Travel is typically planned and occurs on an as-needed basis.
- Work Authorization: At this time, we are unable to sponsor employment visas or consider candidates who will require visa sponsorship now or in the future. All applicants must be legally authorized to work in the United States on a full-time basis without current or future sponsorship
Compensation and Benefits
The position is full-time. The salary range for this position is $129,000 – $152,000 annually not including annual incentive award opportunity. This salary range is an estimate, and the actual salary may vary based on various factors, including without limitation individual education, experience, tenure, certification, skills, and abilities, as well as internal equity and alignment with market data. Offers are based on the candidate’s years of experience and our practice of upholding salary equity within the foundation.
The David and Lucile Packard Foundation offers excellent benefits for eligible employees. Current benefits include medical (HMO and HDHPs), dental and vision coverage; 15% employer contribution to employee retirement plan; life insurance, disability insurance, vacation, and sick leave; an adoption benefit; fertility benefit; a financial wellness program; health advocacy services, paid time off to volunteer for nonprofit organizations; matching grants for employee contributions to tax exempt organizations; commute assistance; and tuition assistance.
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
