The California Endowment · 1 week ago
Investment Analyst, Public Investments (36 month term)
San Diego, CA, US
Full-time
Hybrid
New Grad, Entry Level
$94K/yr - $110K/yr
0+ years expThe California Endowment is a private health foundation focused on expanding access to quality health care for underserved communities. They are seeking an Investment Analyst, Public Investments, to provide analytical support for various asset classes and assist in managing the Endowment's investment portfolio.
Non Profit
Responsibilities
Provide general analytical support for existing and/or prospective investments, including assisting with manager meetings, due diligence, and preparation of investment memos
Assist with the monitoring of existing investment managers by actively participating in manager meetings, gathering data on managers, and preparing analytical reviews of managers
Conduct asset class and portfolio level qualitative and quantitative analysis, including gathering exposure information
Prepare topical research reports and conduct ad hoc research as required
Assist with operational aspects, including acting as a liaison between managers, Endowment Investment Operations, and Endowment Finance
Cultivate relationships with institutional peers and managers to stay informed of market trends
Develop investment skills and contribute to knowledge sharing amongst the Investment Team
Participate in TCE initiatives, including training in alignment with Trust Based Philanthropy (TBP) and in support of TCE’s mission of Advancing Racial Equity (ARE)
Qualification
Required
Undergraduate degree with 0-3 years' experience at an endowment, foundation, family office, investment firm, or investment consultant
Passion for investing with a curiosity to understand financial markets
Strong analytical, quantitative, and communication skills
Financial modeling skills and general knowledge of portfolio theory and capital markets
Self-starter with ability to take initiative and collaborate with colleagues
Proficient knowledge of Microsoft Office applications
Commitment to the Endowment's mission and high level of professionalism
Accuracy: Identifies and corrects mistakes; demonstrates strong attention to detail
Problem Solving: Strong analytical skills with the ability to solve problems with sound judgment
Adaptability: Self-starter who effectively and positively embraces and manages change
Relationship Management: Ability to establish strong rapport across all levels and manage enterprise-level relationships
Process Management: Driven by results but focused on improving processes and efficiency
Team Orientation: Comfortable taking direction and receptive to feedback
Communication: Demonstrates clear, thoughtful, and thorough verbal and written skills; professional and diplomatic demeanor
Preferred
Progress towards CFA and/or CAIA is a plus
Benefits
Shared medical and dental premiums for employees and eligible dependents
100% employer-paid benefits: vision, life and AD&D, STD, LTD and employee assistance program
Health Care and Dependent Care Flexible Spending Accounts
Reimbursement towards gym fees and/or wellness program and mental health care
9-80 schedule with synchronized off days
Hybrid work schedule available for most positions
11 paid holidays + paid winter holiday closure
Generous paid time off (PTO)
401k plan with generous employer match and contributions
Matching gifts program
Paid parking or public transportation subsidy
Professional development and training opportunities
Tuition Reimbursement Program
Monthly BYOD stipend
Company
The California Endowment
California Endowment is a not-for-profit foundation with $3.4 billion assets under management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kelli P. Washington
Chief Investment Officer
Recent News
Company data provided by crunchbase