Investment Analyst

Investment Analyst

Position:             Investment Analyst

Reports To:        Director, Investments

Location:            In-person, Philadelphia, with some weekly remote flexibility

Travel:                 0-5%

FLSA Status:      Exempt, Full Time

Direct Reports:   None

 

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, a problem-solver, an independent thinker and team-oriented.

 

Physical Demands/Work Environment

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk and use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, fax machine and printer). The employee may occasionally lift and/or move up to ten (10) pounds. The noise level in the work environment is usually low to moderate.

 

Compensation and Benefits

The William Penn Foundation offers a competitive compensation and benefits package. It employs a well-qualified, professional, and respected staff and is committed to creating and maintaining an organizational structure that enables all staff to do the work of the Foundation in the highest quality manner possible. The Foundation’s compensation strategy contributes to assuring a work environment that attracts and retains talented, high-performing individuals. 

 

Location

Two Logan Square, 100 North 18th Street, 11th Floor

Philadelphia, PA  19103

 

The William Penn Foundation is an equal opportunity employer. The Foundation reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Foundation and the employee.

Interested applicants should submit their resumes to: wpfjobs@williampennfoundation.org