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About the Role

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 fixed income. The Investment Team is responsible for managing the Foundation’s endowment which comprises approximately $8 billion in assets across public and private investments.

Responsibilities

Source, screen, research, analyze, and conduct ongoing due diligence on investment managers, particularly in alternative asset classes.
Conduct rigorous quantitative/risk analysis, review manager reports, meet with managers, attend annual meetings, and prepare data-driven investment recommendations.
Provide manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
Research, prepare, and write investment memos on market trends, portfolio analysis, and investment risks/opportunities.
Travel for onsite visits to managers and underlying investments for due diligence.
Network with institutional peers and managers to stay informed about investment trends and discover opportunities.
Assist with ad hoc special projects across the portfolio.
Advance the team’s use of digital tools to improve productivity and insights.

Requirements

A strong academic background with a bachelor’s degree.
One to four years of relevant work experience.
Passion for investing, natural curiosity, and a desire to understand financial markets.
Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies are a plus, but not required.
Outstanding analytical and communication skills.
Self-starter with the ability to take initiative and complete projects collaboratively.
Proficiency in Microsoft Office applications with sophisticated Excel use.
Commitment to the Foundation's mission and a high level of professionalism.

Skills

Financial modeling
Portfolio theory
Capital markets
Private equity
Quantitative trading strategies
Microsoft Office
Excel

Location

Manhattan

Work Type

Hybrid

Experience Level

1-4 years

Education Level

Bachelor's degree

Salary/Compensations

$120,000 - $135,000

Benefits

Comprehensive benefits program
Excellent working environment

About the Company

The Mellon Foundation is a not-for-profit, grant-making organization that believes the arts and humanities are essential for expressing complex humanity.
Through its grants, the Foundation seeks to build just communities enriched by meaning and empowered by critical thinking, where ideas and imagination can thrive.
The Foundation makes grants in four core program areas: Higher Learning, Arts and Culture, Public Knowledge, and Humanities in Place, and through its signature Presidential Initiatives.

Equal Opportunity

The Mellon Foundation is committed to building an inclusive workplace where all individuals are treated with dignity and respect.
Employment opportunities are based on individual qualifications, merit, and organizational need, without regard to race, color, religion, sex (including pregnancy, childbirth, and related conditions), gender identity or expression, sexual orientation, age, national origin, disability, veteran status, or any other characteristic protected by applicable law.
We welcome applications from qualified individuals of all backgrounds.
Mellon is committed to access and inclusion for our applicants. If you have accessibility requests to support your participation in the hiring process, please let us know at your earliest convenience.