Investment Analyst

Investment Analyst

The William Penn Foundation is a leading American philanthropy located in Philadelphia. With over $2 billion in assets and a $100+ million annual grant budget, the Foundation is a vital part of the civic life in one of the country’s most important and historically significant regions.  The Foundation has charted a vision consistent with its enduring focus on education, the environment and the cultural vitality of Greater Philadelphia.

The Foundation’s core strategies include:

  • Increasing the number of low-income children receiving a high-quality education
  • Ensuring clean water by protecting the Delaware River watershed
  • Fostering a vibrant city through support to arts and culture organizations, arts education programs, and creating great public spaces

Our team is inspired by the projects and organizations we support through our grants.  We seek candidates who are equally passionate about Philadelphia, share our sense of urgency, and believe improvement happens through collaboration, critical thinking, and hard work.

 

Responsibilities:

  • Performs financial analysis and provides support to the Investment Management Team
  • Assists with research, resolution, and coordination of all operational questions and issues concerning the Foundation’s investment activity from vendors and asset managers
  • Performs regular data analysis and generates standard reporting
  • Assists with the development of portfolio performance, exposures, asset allocation and risk reports
  • Ability to coordinate and effectively manage external vendor relationships
  • Assists investment team to review potential and existing investment managers
  • Provides support for Investment Committee meetings
  • Assists with investment related special projects

 

Education, Training and Experience:

  • Bachelor’s Degree required (B.A. /B.S.) with up to 2 years of related work experience.
  • Demonstrated skills in research and modeling.
  • High level of academic success, must enjoy working with numbers.
  • Working knowledge of Microsoft Word, Excel and PowerPoint.
  • Knowledge of Bloomberg, FactSet and other analytical software preferred.
  • Strong written and verbal communication skills.
  • Strong project management skills with the ability to follow-up on and complete tasks on a timely basis.
  • Dependable, strong work ethic, personal integrity, a quick learner, independent thinker and team-oriented.

 

The William Penn Foundation values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged in the Foundation’s mission, and to promoting racial equity in our work.

The William Penn Foundation is an Equal Opportunity Employer and encourages applications from individuals underrepresented in the philanthropic sector, including people of color, and persons with non-traditional work and educational experience. All who believe they meet the stated qualifications are invited to apply. To submit an application, please send a cover letter, resume and a copy of your transcripts to wpfjobs@williampennfoundation.org.