Foundation Background/Culture

The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, provides approximately $100 million in annual grants to nonprofits that provide direct services to low-income and vulnerable individuals and families, primarily in the United States and Israel. Grants are focused on meeting basic needs and enabling an individual to live as independently as possible. Since 1980, the Foundation has distributed grants totaling more than $2 billion, and current assets total $2.3 billion. The Foundation administers the majority of its funding in its priority communities: Maryland, Northeastern Pennsylvania, Hawaii, Greater Chicago, New York City, San Francisco, rural communities in the United States, and Israel. These areas are hometowns representing personal ties to the life and legacy of Harry Weinberg, as well as the Foundation's trustees.

Role
The Investment Analyst plays a critical role on the team in managing all aspects of a large sophisticated institutional investment portfolio. The Analyst position offers an opportunity to gain broad exposure across asset classes in an intellectually stimulating and collaborative environment. The Investment Team operates in a flat organizational structure in which independent thinking, open dialogue and new ideas are actively encouraged. Staff members are expected to develop professionally, work collaboratively across asset classes and assume greater responsibilities according to ability and impact.

Primary Responsibilities

• Serve as a critical member of the investment team and participate in all aspects of managing a complex institutional investment portfolio.
• Work collaboratively with the rest of the team by assisting in the due diligence process for existing and prospective investment managers.
• Analyze investment performance reports and compile portfolio positioning information using third party databases and manager reports.
• Utilize investment analytic software programs, custodial reports and research management systems on an ongoing basis.
• Conduct performance measurement and reconciliation, research management and preparation of materials for Board/Investment Committee meetings.
• Monitor the portfolio’s exposures and liquidity by maintaining and updating various internally managed spreadsheets and databases.  Recommend ways to increase efficiency of reporting.
• Assist with portfolio operations, legal reviews, trading and rebalancing.
• Provide instructions to the Foundation’s custodian to ensure appropriate entries are made in performance measurement systems.
• Maintain Private Equity partnership performance, reporting and unfunded commitment schedules.
• Maintain relationships and manage information flow with vendors, consultants and managers.
• Special projects as directed by senior management.
• Meet with managers onsite and occasionally travel to outside meetings and events.

Skills and Qualifications

• 0-4 years of professional, related work experience – investment management experience is beneficial.
• Excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of internal and external audiences.
• Strong critical thinking skills, a high degree of intellectual curiosity and a desire to take on greater responsibilities and leadership.
• Ability to work both independently and collaboratively in a demanding and fast-paced environment is required.
• Broad understanding of investment managers and strategies, and a demonstrated passion for investing.
• Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long and ad-hoc assignments.
• Must be detail oriented and have excellent spreadsheet and analytical skills.
• Must have a commitment to exceptional quality, have the highest ethical standards and have the vision to enhance and further develop the Foundation’s investment portfolio, goals and strategy.
• Must have the ability to establish effective working relationships with external managers and other constituents.
• An undergraduate degree or its equivalent is required, preferably in finance or economics.
• Applicable certifications (examples are CFA/CFP/MBA/CAIA)
• Demonstrate a meticulous attention to detail.
• Have a sense of irony and humor.
• Initiate recommendations and solutions to challenges.
• Work well with other staff to deliver work accurately and quickly.
• Manage work efficiently and productively
• Maintain strict confidentiality.
• Demonstrate a high level of friendly and professional customer-service with internal and external individuals.

Successful applicants will be required to answer questions by email, participate in multiple interviews, provide strong current references and authorize a full background check.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state and local equal opportunity laws. The foundation encourages all qualified applicants to apply.

Interested candidates should submit a cover letter and resume including a summary of relevant work experience and a statement of particular interest in this position, along with salary range requirements, to the following email investmentanalyst@hjweinberg.org If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission. No phone calls, please. Thank you.