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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $125K - $190K

The Investment Office of UJA-Federation of New York manages the endowment and pension plan assets of the organization. The endowment supports funding to social service organizations, health and human service providers, Jewish communal institutions, and other non-profit partners.

The endowment and pension assets are invested with external managers globally across a broad range of asset classes and strategies including public equity and credit, hedge funds, private equity and credit, and real assets.

Position Summary:

The Investment Analyst will work in a small, flat investment organization supporting the management and oversight of UJA-Federation’s $1.7 billion investment program. The ideal candidate will be an enterprising problem solver with a passion for investing who can work collaboratively, supporting a team focused on generating attractive long-term risk-adjusted returns. The individual must have the ability to articulate and defend well-reasoned opinions backed by rigorous analysis through both oral and written communication. The position requires familiarity with quantitative methods of research and analysis. The successful candidate will be a high integrity, intellectually curious, self-motivated individual who is analytical, detail-oriented, and has strong problem-solving skills.

Major Responsibilities:

  • Support the research process for existing and prospective investment managers across all asset classes through qualitative and quantitative methods. Contribute to making formal recommendations to the Investment Committee.
  • Assist in conducting qualitative due diligence through interviews with investment managers, peers, and other market participants.
  • Gather, analyze, and interpret data related to performance, manager characteristics, risk, and liquidity data in support of portfolio management decisions.
  • Produce standardized reports for due diligence and risk monitoring, working with colleagues and external vendors to ensure accuracy and efficiency.
  • Create and maintain dashboards for macroeconomic and market factors to analyze and assist in the review of investment opportunities.
  • Coordinate the production of materials for Investment Committee meetings.

Skills and Experience: 

  • Bachelor’s degree required.
  • Progress toward Chartered Financial Analyst (CFA) designation is preferred.
  • 1-3 years of experience in a financial or analytical role at an investment firm, endowment, plan sponsor, or consultant.
  • Experience aggregating, analyzing, and interpreting data and making fact-based recommendations.
  • Strong quantitative, analytical, and communication skills are essential.
  • The candidate must be a self-starter and be able to maximize productivity with available resources.
  • The individual will be a patient and strategic thinker, able to work independently on multiple projects simultaneously.
  • Passion for investing and knowledge of general investment principles and characteristics across asset classes.
  • Self-motivated with an ability to prioritize responsibilities and meet deadlines while working on multiple projects.
  • Detail-oriented and analytical, with the ability to think critically and constructively challenge others.
  • Superior oral and written communication skills.
  • Ability to collaborate effectively and work as part of a lean team without heavy support staff, overhead, or hierarchy.
  • Excellent working knowledge of Excel. Experience with other analytical software and database tools is a plus.

Salary Information:

The salary range for this role is $125,000 to $190,000; commensurate with experience and qualifications listed above.