Analyst, Investments
4 days ago
Brief Description
The Investment Analyst will play a critical role in helping the Foundation’s Investment Team manage the approximately $7 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.
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.
Requirements
0-3 years of 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 and mutual funds.
Employment eligibility in the U.S.; we cannot accept H1B candidates at this time.
Summary
International hotelier Conrad N. Hilton established the grantmaking foundation that bears his name in 1944 to help people living in poverty and experiencing disadvantage worldwide. Today, the work continues, concentrating on efforts to ensure healthy early childhood development and sustainable livelihoods for youth and refugee populations, support young people transitioning out of foster care, improve access to housing and support services for people experiencing homelessness, identify solutions to safe water access, and lift the work of Catholic sisters. Additionally, following selection by an independent, international jury, the Foundation annually awards the $2.5 million Conrad N. Hilton Humanitarian Prize to an organization doing extraordinary work to reduce human suffering. The Foundation is one of the world’s largest, with approximately $7 billion in assets. It has awarded grants to date totaling more than $3.2 billion worldwide, and $290 million in 2023. Please visit www.hiltonfoundation.org for more information.
Cover letter required for consideration**
About Our Benefits
We value the health and well-being of our employees. Some of the benefits we offer include:
Comprehensive and generous health and life insurance options
Relocation Pay
Fitness benefits
Paid holidays, time off, and parental leave
Flexible work schedules and technology benefits
Foundation-funded retirement savings plan
Professional learning and development and educational assistance
Employee matching gifts to qualified non-profit organizations
The hiring range for this position is $82,000 to $102,000. The final base salary will be determined based on individual qualifications and experience.
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