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Investment Analyst

Location: Philadelphia metro area, Pennsylvania, USA
Department: Investments
Reports to: Director, Investments
Salary: Competitive salary and benefits package based on qualifications and experience

Organization and Position

The John Templeton Foundation serves as a philanthropic catalyst for discoveries relating to the deepest and most perplexing questions facing humankind. We support research within disciplines ranging from astrophysics, evolutionary biology, and genetics, to philosophy, psychology, and economics. We seek to share and discuss discoveries related to life’s purpose and human happiness.  In all cases, our goal is to spur curiosity and accelerate discovery. To catalyze such discoveries, we provide grants for independent academic research on a wide range of topics that relate to the Foundation’s mission.

The Foundation manages its assets in accordance with an investment mandate designed by its founder, Sir John Templeton.  The Foundation is seeking an Investment Analyst to work as an integral part of a small team responsible for the Foundation’s investment portfolio. The department is expected to manage assets by evaluating existing managers, researching new managers, and providing regular reports on the portfolios’ overall investment performance and risk to the Foundation’s Executive Committee and Investment Advisory Sub-Committee.

Reporting to the Director, Investments, the Investment Analyst will be primarily responsible for researching, collecting, and analyzing data, providing support to a wide range of investment operations. The Investment Analyst will take a lead role in managing due diligence, portfolio monitoring, reporting, evaluation, and other asset management functions.

Areas of Responsibility

  • Conduct thorough due diligence on all prospective managers and provide recommendations for the portfolio.
  • Monitor the portfolio holdings, performance, risk profile, and firm’s business development of all existing managers. Analyze manager position and performance and make recommendations based on findings.
  • Monitor the overall portfolio’s risk allocation/exposure. Design and produce analytic reports, analyze findings, and make recommendations.
  • Work with the Foundation’s custodian and external software providers in producing monthly performance report and quarterly risk report.
  • Maintain and update various databases on an ongoing basis.
  • Assist with cash flow forecasts and portfolio modeling.
  • Collect data and assist in preparing various monthly/quarterly reports for the overall portfolios and existing managers.
  • Participate in preparations for Investment Advisory Sub-Committee and Executive Committee meetings.
  • Co-manage internal laddered bond portfolio.
  • Perform fundamental and quantitative analysis.
  • Contribute to investment recommendations for prospective managers.
  • Attend manager meetings and participate in investment management discussions. Write up investment manager meeting notes.  This includes international travel.
  • Manage the annual manager survey process.
  • Complete legwork for operational / financial / accounting issues, as requested.
  • Carry out various other tasks such as interacting with managers and other service providers, collecting data and materials from external service providers, and preparing background information for manager reviews.
  • Support the Director of Investments on asset allocation and various projects.

Required Qualifications, Skills, and Abilities

  • Bachelor’s Degree required preferably with a finance or economic focus.
  • A minimum of 3 years of experience in investment management and manager due diligence, 5 years of experience preferred.
  • CFA or CFA Candidate preferable
  • Strong knowledge of various asset classes and a broad understanding of global markets.
  • High level of integrity, honesty, accountability, self-motivation, and intellectual curiosity.
  • Strong organizational skills
  • Willing and able to travel both domestically and outside the US.
  • Skilled written and oral communicator with attention to detail.
  • Strong personal interest in the Foundation’s mission.

Benefits

We are committed to caring for our employees and their families through exceptional benefits. We pay for 100% of employee medical, dental and vision premiums, and generously contribute to family premiums. We provide life insurance, short-term disability coverage and long-term disability coverage at no cost to employees. We offer a 401(k)-retirement savings plan with an employer match and additional discretionary contributions. Paid time off includes generous vacation, sick, and personal days. The Foundation offers a unique donation program, enabling employees the ability to direct a $5,000 donation to a mission aligned organization of their choice, with no employee donation required.

Location

Due to the coronavirus pandemic, the role will be a remote-work position through at least September 6, 2021. The Foundation does plan to resume in-office operations when it is safe to do so (advanced notice will be provided), and the position will be based in the Foundation’s offices, located in West Conshohocken, PA.  West Conshohocken, PA is a short drive (~15 miles) from Philadelphia and within walking distance of a commuter train station into downtown Philadelphia.

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