Analyst, Investments

We currently have an opportunity to add an Investment Analyst to learn and grow within our highly collaborative team. The Investment Analyst will play a critical role in helping the Foundation’s Investment Team manage the approximately $8 billion portfolio while participating in a flat structure and benefiting from mentoring by the entire Investment Team, including the Chief Investment Officer. The Investment Analyst will gain exposure to world-class asset managers investing in all asset classes and will be tasked with assessing potential opportunities across the globe. The Investment Analyst Program is structured as a generalist model to build knowledge across a wide variety of assets and investment approaches, develop quantitative analytical skills, and strengthen critical thinking through rigorous research and due diligence.

The Investment Analyst Program is expected to be a three-year position with the possibility of growth. Sponsorship in the CFA (Chartered Financial Analyst) program, mentorship, and other professional development opportunities will be made available throughout the program. A competitive compensation package is available, including a salary and performance-based incentive commensurate with qualifications and experience, and a comprehensive benefits package.

Key Responsibilities

• Work closely with the Investment Team to research and evaluate potential new investments, including participating in manager meetings, leading quantitative analyses, evaluating fund documents, and contributing to team discussions
• Monitor the existing portfolio, including preparing for and participating in meetings, maintaining internal databases, and developing portfolio monitoring tools
• Execute ad hoc research projects in collaboration with members of the Investment Team
• Assist in quarterly preparation of materials and presentations to the Foundation’s Investment Committee, including performance disclosures, asset allocation recommendations, asset class reviews, and investment manager hiring proposals
• Hone investment acumen and formulate views about enhancing returns across a portfolio
• Serve as a representative of the Foundation via interactions with the investment community

• 0-3 years professional experience with a bachelor’s degree and strong academic performance
• Intellectually curious, self-motivated, and collaborative with a desire to embrace teamwork
• Ability to think critically, with a demonstrable ability to ask questions and contribute to discussions
• Attention to detail and a high standard of accuracy
• Interest in investing (coursework and/or other formal training is not required but is preferred)
• Previous knowledge of Excel and PowerPoint and/or strong desire to build advanced skills in the programs
• Excellent oral and written communication and presentation skills
• Ability to travel domestically and internationally as needed
• High level of professionalism and discretion with the ability to maintain matters of confidentiality
• Adherence to a strict code of ethics and conflict of interest policy, including restricting personal investments to index funds and mutual funds
• Ability to adhere to the mandatory hybrid work schedule of 3 days in the Westlake Village office (Monday to Wednesday) and 2 days remotely (Thursday and Friday).
• Employment eligibility in the U.S.; we are unable to accept H1B candidates at this time

**Cover letter required for consideration**