Investment Analyst, Public Markets
Robert Wood Johnson Foundation - Princeton, NJ, Princeton, NJ, United States
ABOUT THE POSITION
Reporting to the managing director of the Public Investments team, the analyst is responsible for a variety of tasks to provide support related to RWJF’s public investments and broader portfolio.
The Foundation Investment Office maintains a flat organizational structure of approximately 18 staff managing a $14 billion portfolio that is broadly diversified in both public and private investments. The investment analyst program is a three‑year term appointment and analysts will split time between the Foundation’s New York City and Princeton, N.J. offices.
Staff at all levels at RWJF are expected to demonstrate a passionate commitment to equity and the Foundation’s vision, values, and Guiding Principles.
Attend meetings with current and prospective investment managers.
Interact with top investment organizations and other institutional investors globally.
Prepare independent research on portfolio companies, asset allocation, and other investment topics.
Perform quantitative analysis, financial modeling, and qualitative due diligence relevant to hedge funds, public equity, fixed income, and credit markets.
Assist in the preparation of detailed memoranda for team review and coordinate discussion materials for the Investment Committee.
Work with colleagues in Information Systems, Investment Operations, Legal, and Finance to identify and validate key information for public investments and financial reporting.
Perform other duties, as assigned.
Commitment to the Foundation’s vision, values, and Guiding Principles.
Experience working in and fostering an inclusive environment, working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social, and ethnic backgrounds.
Two (2) to four (4) years of experience in a financial or investment analysis role.
Demonstrated proficiency in the use of Microsoft Office Suite and experience with file sharing systems (Dropbox, OneDrive).
Able to work and think independently and in teams with confidence.
Intellectually curious; able to apply learning to work responsibilities.
Collaborative, collegial, team‑oriented, and energetic; able to develop productive relationships with colleagues and external partners.
Strong time, project, and people management skills; ability to balance multiple priorities.
Able to work independently as well as in a group.
Excellent written and verbal communication skills.
Strong attention to detail.
Able to work under pressure with tight deadlines.
Able to travel as required, including internationally.
Education or experience equivalent to a bachelor’s degree with strong academics, and progression toward CFA desirable.
HOW TO APPLY Submit your resume and letter of interest. In addition, please include a writing or presentation sample (4-page maximum) on any investment or financial topic. If you do not have a sample available, submit a summary of a recent investment you made or one that is of interest to you.
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The Foundation Investment Office maintains a flat organizational structure of approximately 18 staff managing a $14 billion portfolio that is broadly diversified in both public and private investments. The investment analyst program is a three‑year term appointment and analysts will split time between the Foundation’s New York City and Princeton, N.J. offices.
Staff at all levels at RWJF are expected to demonstrate a passionate commitment to equity and the Foundation’s vision, values, and Guiding Principles.
Attend meetings with current and prospective investment managers.
Interact with top investment organizations and other institutional investors globally.
Prepare independent research on portfolio companies, asset allocation, and other investment topics.
Perform quantitative analysis, financial modeling, and qualitative due diligence relevant to hedge funds, public equity, fixed income, and credit markets.
Assist in the preparation of detailed memoranda for team review and coordinate discussion materials for the Investment Committee.
Work with colleagues in Information Systems, Investment Operations, Legal, and Finance to identify and validate key information for public investments and financial reporting.
Perform other duties, as assigned.
Commitment to the Foundation’s vision, values, and Guiding Principles.
Experience working in and fostering an inclusive environment, working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social, and ethnic backgrounds.
Two (2) to four (4) years of experience in a financial or investment analysis role.
Demonstrated proficiency in the use of Microsoft Office Suite and experience with file sharing systems (Dropbox, OneDrive).
Able to work and think independently and in teams with confidence.
Intellectually curious; able to apply learning to work responsibilities.
Collaborative, collegial, team‑oriented, and energetic; able to develop productive relationships with colleagues and external partners.
Strong time, project, and people management skills; ability to balance multiple priorities.
Able to work independently as well as in a group.
Excellent written and verbal communication skills.
Strong attention to detail.
Able to work under pressure with tight deadlines.
Able to travel as required, including internationally.
Education or experience equivalent to a bachelor’s degree with strong academics, and progression toward CFA desirable.
HOW TO APPLY Submit your resume and letter of interest. In addition, please include a writing or presentation sample (4-page maximum) on any investment or financial topic. If you do not have a sample available, submit a summary of a recent investment you made or one that is of interest to you.
#J-18808-Ljbffr