There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are …
The Organization
The Annie E. Casey Foundation is one of the nation’s largest private philanthropies. Our mission is to develop solutions to build a brighter future for children, youth, families and communities, particularly those who face the greatest barriers to success in the United States. The Casey Foundation focuses on strengthening families, building stronger communities and ensuring access to opportunity because children, youth and young adults need all three to succeed. The Foundation advances research and solutions to overcome the barriers to success, help communities demonstrate what works and influence decision makers to invest in strategies based on solid evidence. All of this is possible because of its endowment, which has provided over $1.5B of support in the last decade alone. For more information see www.aecf.org.
The Investments Team manages the Foundation’s $3.5B endowment to generate returns and fund the Foundation’s grant making and operations. The team invests the portfolio in a variety of asset classes including equities, fixed income, hedge funds, venture capital, private equity and social-impact investments primarily through partnerships with talented investment managers around the world.
Position Summary
The investment analyst/senior investment analyst will have investment exposure across asset classes in an intellectually stimulating and collaborative environment while helping the Foundation achieve its philanthropic mission. The investment analyst supports the two directors of Public Market Investments in managing a $2.4 billion global portfolio of investments, including long-only equity, long/short equity, absolute return, credit, and fixed income. The analyst is responsible for a wide range of activities that contribute to the investment process, including sourcing opportunities and performing due diligence. This is a time-limited three-year assignment.
Responsibilities
Qualifications
To Apply
The Casey Foundation has partnered with The Options Group to lead this search. Please send your resume to bpalabrica@optionsgroup.com.
The Annie E. Casey Foundation is one of the nation’s largest private philanthropies. Our mission is to develop solutions to build a brighter future for children, youth, families and communities, particularly those who face the greatest barriers to success in the United States. The Casey Foundation focuses on strengthening families, building stronger communities and ensuring access to opportunity because children, youth and young adults need all three to succeed. The Foundation advances research and solutions to overcome the barriers to success, help communities demonstrate what works and influence decision makers to invest in strategies based on solid evidence. All of this is possible because of its endowment, which has provided over $1.5B of support in the last decade alone. For more information see www.aecf.org.
The Investments Team manages the Foundation’s $3.5B endowment to generate returns and fund the Foundation’s grant making and operations. The team invests the portfolio in a variety of asset classes including equities, fixed income, hedge funds, venture capital, private equity and social-impact investments primarily through partnerships with talented investment managers around the world.
Position Summary
The investment analyst/senior investment analyst will have investment exposure across asset classes in an intellectually stimulating and collaborative environment while helping the Foundation achieve its philanthropic mission. The investment analyst supports the two directors of Public Market Investments in managing a $2.4 billion global portfolio of investments, including long-only equity, long/short equity, absolute return, credit, and fixed income. The analyst is responsible for a wide range of activities that contribute to the investment process, including sourcing opportunities and performing due diligence. This is a time-limited three-year assignment.
Responsibilities
- Monitor existing investments by reviewing reports, attending meetings and calls with managers, performing quantitative and qualitative analysis, identifying key developments and preparing meeting summaries.
- Identify compelling investment opportunities and conduct due diligence. Prepare investment recommendations for the Investments Team.
- Lead portfolio reporting, including maintaining internal databases, preparing periodic portfolio reviews for the Investments Team and producing meeting materials for Foundation board meetings.
- Perform research, analysis and modeling to support investment strategy, portfolio construction and rebalancing decisions.
- Contribute to the evaluation of new investments across all asset classes, including private investments and impact investments.
- Exhibit sensitivity to and respect for diversity in personal, professional and business relationships on behalf of the Foundation
- Seek to use the Foundation’s resources in an equitable manner with regard to race, ethnicity and gender
- Develop awareness and appreciation of the Foundation’s mission, values, standards, principles and programs. Be an exemplary representative of the Foundation to all external audiences.
Qualifications
- A bachelor’s degree with a record of high academic achievement; advanced degree or CFA is a plus
- For Investment Analyst: Two to three years of work experience in an analytical role (e.g., investment management, investment banking, consulting)
- For Senior Investment Analyst level: Minimum four years of work experience in an analytical role as noted above.
To Apply
The Casey Foundation has partnered with The Options Group to lead this search. Please send your resume to bpalabrica@optionsgroup.com.
Employees
