Investment Analyst

Investments Westlake Village, California


Description

Position at Conrad N. Hilton Foundation

International hotelier Conrad N. Hilton established the grantmaking foundation that bears his name in 1944 to help people living in poverty and experiencing disadvantage worldwide. Today, the work continues, concentrating on efforts to improve early childhood development outcomes, support older youth as they transition from foster care, ensure opportunity youth can access career pathways, prevent homelessness, identify solutions to safe-water access, help integrate refugees into society and lift the work of Catholic sisters. Additionally, following selection by an independent, international jury, the Foundation annually awards the $2.5 million Conrad N. Hilton Humanitarian Prize to an organization doing extraordinary work to reduce human suffering. The Foundation is one of the world’s largest, with assets recently growing to approximately $8.0 billion. It has awarded grants to date totaling more than $2 billion, $207 million worldwide in 2020. Please visit www.hiltonfoundation.org for more information.

The Foundation’s investment team was formed in July 2008 and now comprises 11 employees, including eight investment professionals, led by Chief Investment Officer Michael Buchman. 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.

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 $8.0 billion portfolio, participating in a flat structure and benefiting from mentoring by the entire investment team, including the Chief Investment Officer. 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.

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 via interactions with the investment community.

Qualifications

  • Bachelor’s degree with strong academic performance.
  • 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.
  • Ability to travel domestically and internationally as needed.
  • 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.

About our Benefits
We value the health and well-being of our employees, some of the benefits we offer include:

  • Comprehensive and generous health and life insurance options
  • Fitness benefits
  • Paid holidays, time off, and parental leave
  • Flexible work schedules and technology benefits
  • Foundation funded retirement savings plan
  • Professional learning and development and educational assistance
  • Employee matching gifts to qualified non-profit organizations

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.