The Investment Analyst role is a three-year program. After three years in the program, analysts have numerous career avenues including graduate business school, continuing their careers in asset management, or transitioning to buy-side investment firms, including hedge funds and private equity firms. The Investment Analyst is a member of TNC’s Office of Investments and supports the management of the organization’s long-term investment assets. The Office of Investments, under the leadership of the Chief Investment Officer, works on all aspects of the management and monitoring of the Long-Term Portfolio (LTP) and other pools of capital in excess of $3.5B. The Nature Conservancy’s investment assets are used to support the mission and operations of the overall organization.
ESSENTIAL FUNCTIONS
The analyst will work with other members of the investment team to assist in the screening, evaluation, and due diligence of potential investment opportunities as well as the monitoring of the Endowment’s multi-billion-dollar portfolio of external investment managers. Primary duties will include analyzing investment managers’ philosophies, processes, and performance. The position provides the opportunity to gain in-depth exposure to public and private investment strategies and institutional portfolio management. Investment Analysts will report directly to an Investment Director.
RESPONSIBILITIES AND SCOPE
- Contribute to asset allocation, manager selection, and portfolio monitoring.
- Participate in sourcing new managers by performing database screens, reviewing materials from prospective managers, and interfacing with market intermediaries.
- Assist with investment due diligence by participating in calls and meetings and performing qualitative and quantitative research on managers.
- Prepare materials for meetings with current and prospective managers.
- Assist in preparation of investment recommendations for presentation to the Investment Committee.
- Review managersʹ investment reports and letters and proactively monitor markets for potential portfolio or manager implications.
- Gather attribution characteristics and perform analytics for assigned asset classes and/or portfolios.
- Collaborate with operations team on database and reporting projects.
- Partner with senior team members, including the Chief Investment Officer, on ad hoc projects.
- Evaluate alignment of portfolio with TNC’s organizational mission, including the analysis of ESG and Impact investments.
- Attend relevant annual meetings and/or industry conferences as needed.
- Travel as needed.
- Record cash flow transactions including capital calls, distributions, management fee and other cash flow activities.
- Monitor incoming communications from external managers in the central investment inbox and initiate proper workflows to process action items.