Investment Analyst

Investments Westlake Village, California


Description

Position at Conrad N. Hilton Foundation

Who we are:

The Conrad N. Hilton Foundation was created in 1944 by international business pioneer Conrad N. Hilton, who founded Hilton Hotels and left his fortune to help individuals throughout the world living in poverty and experiencing disadvantage. The Foundation invests in 11 program areas, including providing access to safe water, supporting transition age foster youth, ending chronic homelessness, hospitality workforce development, disaster relief and recovery, helping young children affected by HIV and AIDS, and supporting the work of Catholic sisters. In addition, following selection by an independent international jury, the Foundation annually awards the $2 million Conrad N. Hilton Humanitarian Prize to a nonprofit organization doing extraordinary work to reduce human suffering. From its inception, the Foundation has awarded more than $1.8 billion in grants, distributing $110 million in the U.S. and around the world in 2019. Foundation assets increased from approximately $2.9 billion to $6.6 billion following the 2019 passing of Barron Hilton who, like his father, pledged virtually his entire estate to the Foundation. For more information, please visit www.hiltonfoundation.org.

The Foundation’s investment team was formed in July 2008 and now comprises 12 employees, including nine investment professionals, led by Co-Chief Investment Officers Michael Buchman and Yatin Patel. The Foundation’s investment team invests globally across different asset classes (Public Equity, Hedge Funds, Real Estate, Natural Resources, Private Equity, and U.S. Treasuries). The Foundation seeks to partner with exceptional external investment managers and does not invest directly in stocks, companies, or other assets.

Our Culture:

Our employees are inspired by the Foundation’s mission and are committed to support our program areas in a thoughtful and effective way. Everyone is expected to cultivate the work environment in a way that contributes to respectful, open, and engaging dialogue and connection that support meaningful innovation, learning, progress, and outcomes.  

Our Benefits:

We value the health and well-being of our employees and offer comprehensive and generous health care coverage options including fitness benefits, disability coverage, paid holidays, paid time off, paid parental leave, flexible work schedules and technology benefits. Professional learning and development are supported through educational assistance and participation in professional conferences and seminars. To encourage charitable giving, the Foundation triple-matches employee gifts to qualified non-profit organizations.

Job Summary

We currently have an opportunity to add an Investment Analyst to learn and grow within our highly collaborative team. The Investment Analyst will play a critical role in helping the Foundation’s Investment team manage the over $6 billion portfolio, participating in a flat structure and benefiting from mentoring by the entire investment team, including the Co-Chief Investment Officers. The Investment Analyst will gain exposure to world-class asset managers investing in all asset classes and will be tasked with assessing potential opportunities across the globe. The Investment Analyst Program is structured to build knowledge across a wide variety of assets and investment approaches, develop quantitative analytical skills, and strengthen critical thinking through rigorous research and due diligence.

The Investment Analyst Program is a two- to three-year position with the possibility of growth beyond the initial time frame.  A sponsorship in the CFA (Chartered Financial Analyst) program, mentorships, and other professional development opportunities will be made available throughout the program. A competitive compensation package is available, including a salary and performance-based incentive commensurate with qualifications and experience, and a comprehensive benefits package. 

Key Responsibilities

  • Work closely with the Investment team to evaluate potential new investments, including participating in manager meetings, leading quantitative evaluation, evaluating fund documents, and contributing to team discussions.
  • Monitor the existing portfolio, including preparing for and participating in meetings, maintaining internal databases, and developing portfolio monitoring tools.
  • Execute ad hoc research projects in collaboration with members of the Investment team.
  • Assist in quarterly preparation of materials and presentations to the Foundation’s Investment Committee, including performance disclosures, asset allocation recommendations, asset class reviews, and investment manager hiring proposals.
  • Pursue ongoing investment-related education (e.g. CFA, relevant coursework, etc.).
  • Serve as a representative of the Foundation at external events and via interactions with the investment community.

Core Qualifications

  • Bachelor’s degree with strong academic performance.
  • Keen sense of intellectual curiosity, self-motivation, and collaboration.
  • Ability to think critically, with a demonstrable ability to ask questions and contribute to discussions.
  • Attention to detail and a high standard of accuracy.
  • Interest in investing (coursework and/or other formal training not required).
  • Previous knowledge of Excel and/or strong desire to build advanced skills in the program.
  • Excellent oral and written communication and presentation skills.
  • While all Foundation travel is currently on hold until deemed safe by public health officials, periodic business travel may be required in the future.
  • High level of professionalism and discretion with the ability to maintain matters of confidentiality.
  • Adherence to a strict code of ethics and conflict of interest policy, including restricting personal investments to index funds and mutual funds.
  • Employment eligibility in the U.S.  We are unable to accept H1B candidates at this time.

The Conrad N. Hilton Foundation is an equal opportunity employer with values grounded in promoting equality and inclusion and embracing diversity. We welcome qualified applicants of all races, colors, gender identities, sexual orientations, economic classes, ages, religions, national origins, and ability/disability statuses. Veterans and individuals with lived expertise are encouraged to apply. We respect and seek to empower every member of our Foundation community. We support and celebrate our collective array of cultures, backgrounds, perspectives, skills and experiences; fully realizing that such diversity is what makes our organization flourish and better enables us to fulfill our mission in the world.