Investment Analyst

Investment Analyst

Title:   Investment Analyst
Department:  Investment Team
Reports to: Director, Investments
Location:  Philadelphia
Travel:   5%
FSLA Status:  Exempt
Salary Range:  $65,000-70,000
Effective Date:  July 2023

Position Summary
The William Penn Foundation is seeking a highly motivated graduating college senior or recent graduate to join the Investment Team for a 2-3 year program. The Team is responsible for investing the Foundation’s $3.5+ billion portfolio, financing $125+ million of annual grants. The portfolio consists of fund managers across all asset classes including equities, fixed income, and alternative investments such as Hedge Funds, Venture Capital, Real Assets, and Private Equity.

Investment Analysts provide operational and analytical support to the Investment Directors and the Chief Investment Officer to help monitor existing investments and evaluate new opportunities.

We are looking for 2023 college graduates or recent college graduates for this position

Responsibilities

  • Performs financial analysis and provides support to the Investment Team
  • Assists with research, resolution, and coordination of all operational questions and issues concerning the Foundation’s investment activity from vendors and investment managers
  • Performs regular data analysis and generates reports regarding portfolio performance, exposures, asset allocation, and risk
  • Coordinates and effectively manages external vendor relationships
  • Assists investment team in due diligence of 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 0-2 years of related work experience
  • Demonstrated skills in research and quantitative analysis
  • High level of academic success, must enjoy working with numbers
  • Strong written and verbal communication skills
  • Strong project management skills with the ability to follow-up on and complete tasks on a timely basis
  • Strong work ethic, personal integrity, attention to detail, a quick learner, a problem-solver, an independent thinker and a team player
  • Working knowledge of Microsoft Word, Excel and PowerPoint
  • Knowledge of Bloomberg and other analytical software is preferred

Organization Overview

The William Penn Foundation is a leading American philanthropy located in Philadelphia. With approximately $3.5 billion in assets and a $150+ million annual grant budget the Foundation is a vital part of 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
  • Ensuring people and communities benefit from inclusive, diverse, and high-quality public spaces and arts and culture experiences

The Foundation believes that successful execution of these strategies is critical to the success of the region and seeks candidates who will operate with a sense of urgency, leadership, and entrepreneurship in advancing this work.

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. The William Penn Foundation is an equal opportunity employer and considers applications without regard to race, color, religion, creed, age, gender, marital status, or sexual orientation. All who believe they meet the stated qualifications are invited to apply.

Interested parties may submit an application through the LinkedIn job posting here.

Please note that, pursuant to the Foundation’s COVID-19 mitigation protocols, individuals must currently be fully vaccinated, upon commencing employment, subject to legally required exemptions (i.e., a medical condition, disability or sincerely held religious belief).