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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Los Altos, California

Salary: $101K - $138K

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.

POSITION SUMMARY
The Senior 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 discussion (e.g., investment memos, strategy roadmaps, asset allocation, etc.)
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
Chartered Financial Analyst (CFA) designation: in process or intended

Experience
At least two years of work experience in an analytical role (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
Able to travel as needed (up to 20% of time)

COMPENSATION AND BENEFITS
The position is full-time. The starting salary range for this position based in California is $101,000 to $138,000 USD 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, including potential adjustments for geographic location. 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.

COVID-19
The David and Lucile Packard Foundation requires that all staff be fully vaccinated against COVID-19, except as required by law. Any employment offer will be contingent upon satisfactory proof that you are fully vaccinated from COVID-19, subject to reasonable accommodations for medical or religious reasons, and/or as otherwise required by applicable law.

EEO STATEMENT
The Foundation is an equal employment opportunity employer, which means we recruit, hire, assign, train, promote, compensate, provide benefits, discipline, and discharge (and all the other terms and conditions of employment) based on merit, qualifications, job requirements, and other legitimate business factors.

We do not discriminate on the basis of actual or perceived race (including traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), color, religion (including religious dress and grooming practices), creed, sex, gender (including pregnancy, child birth, breast feeding, and/or related medical conditions), marital or registered domestic partner status, age (over 40), national origin, ancestry, physical or mental disability, medical condition (as defined by California law), military or veteran status, sexual orientation, gender identity, gender expression, genetic information, taking or requesting statutorily protected leave, or on any other category protected by applicable law. We also do not discriminate based on whether a person is associated with someone else who is in any of the protected categories or is perceived to be in any of the protected categories.