The Andrew W. Mellon Foundation (“the Mellon Foundation”) is the nation’s largest supporter of the arts and humanities. Since 1969, the Foundation has been guided by its core belief that the humanities and arts are essential to human understanding. Through our grants, we seek to build just communities enriched by meaning and empowered by critical thinking, where ideas and imagination can thrive.
The Andrew W. Mellon Foundation is seeking an Investment Analyst who will be part of the fourteen-person Investment Team. The Investment Team is responsible for managing the Foundation’s endowment which comprises approximately $9 billion in assets across public and private investments. The Investment Analyst will report to a Senior Portfolio Manager and will have exposure to a broad range of asset classes, including public and private equity, hedge funds, real assets, and/or fixed income.
Responsibilities may include, but will not be limited to, the following:
- Investment manager sourcing, screening, research, analysis and ongoing due diligence, particularly in alternative asset classes such as hedge funds and private equity. This includes conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, meeting with managers, attending annual meetings and preparing data-driven investment recommendations
- Manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows
- Researching, preparing, and writing investment memos which explore market trends, analyze the Foundation’s portfolio, and formulate a view on the risks and opportunities related to specific investments
- Traveling for onsite visits to managers and underlying investments for due diligence purposes
- Networking with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities
- Assisting with ad hoc special projects across the portfolio.
The successful candidate will have the following qualifications:
- A strong academic background with a Bachelor’s degree
- Passion for investing, natural curiosity, and desire to understand the financial markets
- Investing and/or consulting experience of two to four years, with a preference for candidates with institutional investing experience
- Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies
- Outstanding analytical and communication skills
- Self-starter with the ability to take initiative and see projects to completion while collaborating across a team
- Proficiency in Microsoft Office applications supported by sophisticated use of Excel
- Commitment to the Foundation’s mission and high level of professionalism
The Foundation is an equal opportunity employer that offers a competitive salary, outstanding benefits, and excellent working conditions.
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