About the Role

Key Responsibilities

• Proactively searching for potential investment opportunities
• Meeting with prospective investment managers
• Conducting appropriate market and investment research
• Performing investment and operational due diligence
• Preparing documentation and presentations associated with new and follow-on investments
• Monitor the performance and activities of the Foundation’s real asset and sustainable portfolio; meet with existing investment managers and stay informed on activities of each fund and the organizational changes of each manager
• Manage the financial reporting of the portfolio, including return reconciliation and performance attribution
• Primarily responsible for coordinating and managing administrative support as it relates to the Real Assets and Sustainable portfolios
• May perform other duties as assigned

Qualifications

• A bachelor’s degree in business, finance or related field; advanced degree or master’s degree in business, finance or related field preferred
• Progress toward a professional credential (e.g. CFA charter holder) is a plus
• At least five years of work experience, including at least three years of investment experience in evaluating investment opportunities and making recommendations from an institutional and/or long-term perspective, with working knowledge of real estate and/or private equity investments preferred.
• Strong understanding of capital markets and diverse investment strategies
• Excellent written and verbal communication skills 
• Strong MS Office skills; proficient in Excel
• A self-starter who has demonstrated intellectual curiosity and deep interest in investing, with the ability to conduct independent research on various subjects
• A person of high ethical standards and integrity
• Excellent team player with a collaborative work style
• Comfortable working in a fast- paced environment

Apply Here