Investment Analyst
Mellon Foundation
- Pay
- $120K to $135K
- a year
- Location
- New York, NY
- Work style
- Hybrid
- 3 days in office
- Job type
- Full time
- Posted
- Oct 21
- 2 days ago
Career path
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About the company
Mellon Foundation
Philanthropy · 51 to 200 employees
The Mellon Foundation (“Foundation”) is a not-for-profit, grant making organization that believes that the arts and humanities are where we express our complex humanity, and we believe that everyone deserves the beauty, transcendence, and freedom to be found there. Through our grants, we seek to build just communities enriched by meaning and empowered by critical thinking, where ideas and imagination can thrive. The Foundation makes grants in four core program areas - Higher Learning, Arts and Culture, Public Knowledge, and Humanities in Place - and through its signature Presidential Initiatives.
What you'll do
- Investment manager sourcing, screening, research, analysis, and ongoing due diligence, particularly in alternative asset classes such as hedge funds and private equity. This includes conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, meeting with managers, attending annual meetings, and preparing data driven investment recommendations.
- Manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
- Researching, preparing, and writing investment memos which explore market trends, analyze the Foundation’s portfolio, and formulate a view on the risks and opportunities related to specific investments.
- Traveling for onsite visits to managers and underlying investments for due diligence purposes.
- Networking with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.
- Assisting with ad hoc special projects across the portfolio.
- Advancing the team’s use of digital tools to improve productivity and insights.
What you need
- A strong academic background with a bachelor’s degree.
- Relevant work experience of one to four years.
- Passion for investing, natural curiosity, and desire to understand the financial markets.
- Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies a plus, but not required.
- Outstanding analytical and communication skills.
- Self-starter with the ability to take initiative and see projects to completion while collaborating across a team.
- Proficiency in Microsoft Office applications supported by sophisticated use of Excel.
- Commitment to the Foundation's mission and high level of professionalism.
- Education: a bachelor's degree
Key skills
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Perks
- comprehensive benefits program
- excellent working environment
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