Senior Analyst, Strategy & Operations
MacAthur Foundation, Chicago, IL, United States
# **Job Description**Summary:The
is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur invests in solving some of the world’s most pressing social challenges, including advancing global , promoting
in the U.S., revitalizing , expanding who creates, uses, and benefits from , and strengthening the . In addition to the
and the global , the Foundation continues its historic commitments to the
in a responsive democracy as well as the vitality of our headquarters city, . The Foundation also maintains offices in
and .The Investment team is responsible for managing the Foundation’s $9.6 billion endowment across ten asset classes within a globally diversified, multi-asset-class portfolio with the objective of earning a 5% real return annually. This portfolio is the source of funds for the Foundation’s grantmaking activity and other organizational expenses.The Senior Analyst, Strategy & Operations (CIO Office) provides strategic, analytical, and operational leadership to ensure the smooth, high-performing, and efficient operation of the Investment Office. Reporting directly to the Vice President & Chief Investment Officer, the role serves as a strategic partner to the CIO, helping translate the CIO’s vision into organizational execution and advancing the long-term goals of the Investment Office.Essential Duties and Responsibilities:The Senior Analyst will serve across six functional areas of the Investment Office. Typical responsibilities include:***Investment Strategy Support & Analysis**** Conduct research and analysis on financial markets, investment strategies, portfolio holdings, and performance to support CIO and Investment team decision-making* Prepare investment memoranda, presentations, and briefing materials reflecting genuine understanding of multi-asset-class content including public equities, fixed income, private equity, real assets, hedge funds/alternatives, and sustainable investments* Support portfolio-level analysis across the total endowment, including the portable alpha program, co-investment activities, and impact investment initiatives***CIO Office Operations & Priority Management**** Manage and optimize the CIO’s priorities and operating cadence; serve as primary gatekeeper and point of contact for CIO communications and correspondence* Represent the CIO’s office with diplomacy and discretion; liaise with trustees/Investment Committee members, senior leadership, external managers, and peer institutions***Governance: Investment Committee (IC) & Board**** Lead end-to-end IC meeting production: agenda development, materials assembly, quality control with investment-substance review, distribution, logistics, minutes, and action-item tracking* Ensure accuracy, clarity, and timeliness of all IC and Board materials by coordinating with asset class leads and relevant partners***Strategic Projects & Cross-Functional Execution**** Lead CIO-sponsored strategic initiatives including process improvements, technology rollouts, organizational redesign, and investment framework development; manage projects end-to-end* Lead/support technology-enabled process improvements, identifying opportunities to increase efficiency through automation, workflow redesign, and adoption of emerging tools including AI***Investment Office Operations & Team Enablement**** Own weekly Investment Team meeting cadence and oversee day-to-day Investment Office workflows, calendars, information flow, and department budgeting***Organizational Development & Talent Initiatives**** Oversee the three-year rotational Investment Analyst Program and internship program; supervise rotational Investment Analysts and administrative staff including workflow delegation, coaching, and performance feedback* Assist the CIO in organizational planning, including team structure, succession planning, recruiting, performance management, and professional developmentQualifications:* Bachelor’s degree in finance, economics, business, or related field* At least 5 years in institutional investment management, investment banking, or equity research* Working knowledge of multi-asset-class institutional portfolios including public equities, fixed income, private equity, real assets, and alternatives* Demonstrated ability to build financial models, analyze investment data, and produce investment memoranda and presentations* Demonstrated project management capability; able to scope initiatives, build plans, and deliver on deadlines* Exceptional writing, editing, and presentation abilities for board-level audiences* Advanced proficiency in Microsoft Office (particularly Excel and PowerPoint)* High discretion, emotional intelligence, and professionalism; ability to influence across teams without formal authority* CFA designation or progress preferred; MBA or relevant graduate degree preferred* Experience in endowment, foundation, or pension fund investing preferred* Able to prioritize and meet work deadlines consistentlyThe position is hybrid and based in Chicago, Illinois.*Annual salary for this role will start at $125,000. This position is also eligible for an incentive bonus of up to 70% of the base salary.*
*We offer a generous total compensation package that emphasizes both base salary and a comprehensive benefits package to support your life, health, and well-being.***Physical Requirements and Work Environment**The work environment is an office setting.
Intermittent physical activities will include bending, reaching, sitting, and moving around the office during working hours.
Requests for reasonable accommodations will be considered to enable a person with disabilities to perform the job.
Reasonable accommodations are also available during the interview process.The
supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur invests in solving some of the world’s most pressing social challenges, including advancing global , promoting
in the U.S., revitalizing , expanding who creates, uses, and benefits from , and strengthening the . In addition to the
and the global , the Foundation continues its historic commitments to the
in a responsive democracy as well as the vitality of our headquarters city, . The Foundation also maintains offices in
and . #J-18808-Ljbffr
is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur invests in solving some of the world’s most pressing social challenges, including advancing global , promoting
in the U.S., revitalizing , expanding who creates, uses, and benefits from , and strengthening the . In addition to the
and the global , the Foundation continues its historic commitments to the
in a responsive democracy as well as the vitality of our headquarters city, . The Foundation also maintains offices in
and .The Investment team is responsible for managing the Foundation’s $9.6 billion endowment across ten asset classes within a globally diversified, multi-asset-class portfolio with the objective of earning a 5% real return annually. This portfolio is the source of funds for the Foundation’s grantmaking activity and other organizational expenses.The Senior Analyst, Strategy & Operations (CIO Office) provides strategic, analytical, and operational leadership to ensure the smooth, high-performing, and efficient operation of the Investment Office. Reporting directly to the Vice President & Chief Investment Officer, the role serves as a strategic partner to the CIO, helping translate the CIO’s vision into organizational execution and advancing the long-term goals of the Investment Office.Essential Duties and Responsibilities:The Senior Analyst will serve across six functional areas of the Investment Office. Typical responsibilities include:***Investment Strategy Support & Analysis**** Conduct research and analysis on financial markets, investment strategies, portfolio holdings, and performance to support CIO and Investment team decision-making* Prepare investment memoranda, presentations, and briefing materials reflecting genuine understanding of multi-asset-class content including public equities, fixed income, private equity, real assets, hedge funds/alternatives, and sustainable investments* Support portfolio-level analysis across the total endowment, including the portable alpha program, co-investment activities, and impact investment initiatives***CIO Office Operations & Priority Management**** Manage and optimize the CIO’s priorities and operating cadence; serve as primary gatekeeper and point of contact for CIO communications and correspondence* Represent the CIO’s office with diplomacy and discretion; liaise with trustees/Investment Committee members, senior leadership, external managers, and peer institutions***Governance: Investment Committee (IC) & Board**** Lead end-to-end IC meeting production: agenda development, materials assembly, quality control with investment-substance review, distribution, logistics, minutes, and action-item tracking* Ensure accuracy, clarity, and timeliness of all IC and Board materials by coordinating with asset class leads and relevant partners***Strategic Projects & Cross-Functional Execution**** Lead CIO-sponsored strategic initiatives including process improvements, technology rollouts, organizational redesign, and investment framework development; manage projects end-to-end* Lead/support technology-enabled process improvements, identifying opportunities to increase efficiency through automation, workflow redesign, and adoption of emerging tools including AI***Investment Office Operations & Team Enablement**** Own weekly Investment Team meeting cadence and oversee day-to-day Investment Office workflows, calendars, information flow, and department budgeting***Organizational Development & Talent Initiatives**** Oversee the three-year rotational Investment Analyst Program and internship program; supervise rotational Investment Analysts and administrative staff including workflow delegation, coaching, and performance feedback* Assist the CIO in organizational planning, including team structure, succession planning, recruiting, performance management, and professional developmentQualifications:* Bachelor’s degree in finance, economics, business, or related field* At least 5 years in institutional investment management, investment banking, or equity research* Working knowledge of multi-asset-class institutional portfolios including public equities, fixed income, private equity, real assets, and alternatives* Demonstrated ability to build financial models, analyze investment data, and produce investment memoranda and presentations* Demonstrated project management capability; able to scope initiatives, build plans, and deliver on deadlines* Exceptional writing, editing, and presentation abilities for board-level audiences* Advanced proficiency in Microsoft Office (particularly Excel and PowerPoint)* High discretion, emotional intelligence, and professionalism; ability to influence across teams without formal authority* CFA designation or progress preferred; MBA or relevant graduate degree preferred* Experience in endowment, foundation, or pension fund investing preferred* Able to prioritize and meet work deadlines consistentlyThe position is hybrid and based in Chicago, Illinois.*Annual salary for this role will start at $125,000. This position is also eligible for an incentive bonus of up to 70% of the base salary.*
*We offer a generous total compensation package that emphasizes both base salary and a comprehensive benefits package to support your life, health, and well-being.***Physical Requirements and Work Environment**The work environment is an office setting.
Intermittent physical activities will include bending, reaching, sitting, and moving around the office during working hours.
Requests for reasonable accommodations will be considered to enable a person with disabilities to perform the job.
Reasonable accommodations are also available during the interview process.The
supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur invests in solving some of the world’s most pressing social challenges, including advancing global , promoting
in the U.S., revitalizing , expanding who creates, uses, and benefits from , and strengthening the . In addition to the
and the global , the Foundation continues its historic commitments to the
in a responsive democracy as well as the vitality of our headquarters city, . The Foundation also maintains offices in
and . #J-18808-Ljbffr