Founded
in 1964 by David and Lucile Packard, the Packard Foundation is a family
philanthropy dedicated to supporting leaders and organizations around the world
working to invest in children and families, protect and restore the natural
world, and create just and inclusive societies.
For
more than six decades, the Foundation has advanced scientific innovation,
championed reproductive health and rights, conserved and restored our natural
world, and invested in the well-being of children and families. To achieve
lasting change, we also strive to address root causes of longstanding problems,
including building a thriving, resilient U.S. democracy; advancing racial
justice in the United States and gender equity globally; and supporting a
strong civil society around the globe.
Inclusive
collaboration is the heart of our approach. We believe that actively listening
to and learning from people with a wide range of views is the best way to
create solutions that match the scale and urgency of the challenges we face. We
are dedicated to supporting community-based solutions shaped by the knowledge
and experience of the people whose lives are most affected and informed by
data. We recognize that meaningful solutions require patience, urgency, and
supporting the conditions for transformational change. We are committed to
addressing complex issues over the long term while making tangible progress
today.
OUR VISION: A just and equitable world
where both people and nature flourish.
OUR MISSION: We work with people and
communities to create enduring solutions for just societies and a healthy,
resilient natural world.
OUR VALUES: Equity, Integrity, Belief
in Individual Leadership, Thinking Big, Respect, and Effectiveness.
ABOUT THE DAVID AND LUCILE PACKARD
FOUNDATION
Founded
in 1964 by David and Lucile Packard, the Packard Foundation is a family
philanthropy dedicated to supporting leaders and organizations around the world
working to invest in children and families, protect and restore the natural
world, and create just and inclusive societies.
For
more than six decades, the Foundation has advanced scientific innovation,
championed reproductive health and rights, conserved and restored our natural
world, and invested in the well-being of children and families. To achieve
lasting change, we also strive to address root causes of longstanding problems,
including building a thriving, resilient U.S. democracy; advancing racial
justice in the United States and gender equity globally; and supporting a
strong civil society around the globe.
Inclusive
collaboration is the heart of our approach. We believe that actively listening
to and learning from people with a wide range of views is the best way to
create solutions that match the scale and urgency of the challenges we face. We
are dedicated to supporting community-based solutions shaped by the knowledge
and experience of the people whose lives are most affected and informed by
data. We recognize that meaningful solutions require patience, urgency, and
supporting the conditions for transformational change. We are committed to
addressing complex issues over the long term while making tangible progress
today.
OUR VISION: A just and equitable world
where both people and nature flourish.
OUR MISSION: We work with people and
communities to create enduring solutions for just societies and a healthy,
resilient natural world.
OUR VALUES: Equity, Integrity, Belief
in Individual Leadership, Thinking Big, Respect, and Effectiveness.
DEPARTMENT OVERVIEW
The Investments team is a 13-person team comprised of nine investment professionals and four operations and administrative professionals. We invest the Foundation’s $9 billion endowment portfolio across asset classes such as public and private equities, venture capital, real estate, hedge funds, and fixed income and across geographies such as the United States, China, India, Latin America, and Europe, creating a stream of payments to the Foundation’s charitable programs. Our goal is to generate excellent risk-adjusted returns that are sufficient to fund the Foundation’s grantmaking activities, while preserving the real value of the portfolio over the long term. We invest by finding the world’s best fund manager talent and building long-term relationships with these funds. We work closely and collaboratively, valuing intellectual curiosity, debate, and teamwork.
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.)
Build relationships with colleagues at peer institutions and fund managers
Be in person in our Los Altos, CA headquarters three days per week