Investment Analyst jobs in New Hampshire

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Analyst
  • New Hampshire Charitable Foundion
  • Concord, NH FULL_TIME
  • Investment Analyst

    at New Hampshire Charitable Foundation in Concord, NH

    About the Job

    The Investment Analyst is a member of the team responsible for managing the Foundation’s approximately $1 billion in assets. The team is led by the Foundation’s CIO/CFO, includes staff from the Finance and Community Engagement and Impact departments, and is supported by an investment consultant (Cambridge Associates). The Foundation manages over 50 investment portfolios spanning the spectrum from sustainable and impact-oriented investments to traditional investments.

    The Analyst will be responsible for working with colleagues to (i) oversee and manage the Foundation’s investments, (ii) assess current and potential investment managers, (iii) prepare for and support volunteers and committees charged with governance of investments (Foundation’s board and investment committee), (iv) advance the Foundation’s sustainable and impact investment priorities and (v) complete related projects. The Foundation’s investment path is considered at the leading edge for community foundations nationally, and the Analyst will have the opportunity to be a strategic partner in this ongoing work.

    Essential Job Functions and Responsibilities:

    Oversee and Manage the Foundation’s Investments

    • In collaboration with the CIO/CFO, closely monitors the Foundation’s investment portfolios.
    • Prepares portfolio updates and analytical reports.
    • Works with CIO/CFO and Controller to support the quarterly close process and annual audit of investment valuations.
    • Assists in preparation of portfolio investment performance, asset allocation, and risk reports.
    • Oversees the Foundation’s advisor-managed investment program
    • Assists in the development and maintenance of financial models for analyzing the investment portfolio and its exposures, risk and cash flow profiles.
    • Manages and maintains portfolio technology systems.

    Assess Current and Potential investment managers and direct impact investments

    • Leads and/or supports due diligence on new and existing investments
    • Liaises with investment managers and the investment consultant.
    • Captures and maintains manager and market data to support the manager close process for financial statement preparation.
    • Prepares documents for managements' signature including investment agreements and subscription and redemption documentation.
    • Supports account maintenance activities including opening new accounts, address changes, online enrollment, etc.

    Prepare for and support volunteers and committees charged with governance of investments (Foundation’s board and investment committee)

    • Assists in preparation of portfolio investment performance, asset allocation, and risk reports
    • Coordinates committee material preparation with the CIO/CFO.

    Advance the Foundation’s sustainable and impact investment priorities

    • Partner with the investment team to advance the Foundation’s sustainable and racial-equity lens investing goals.
    • Works with both the Finance and Community Engagement and Impact departments to ensure integration of the Foundation’s impact themes into the Foundation’s investments.
    • Participates in New Hampshire investment ecosystem of community development financing entities, banks, nonprofits, etc. to identify potential impact investments.
    • Manages and monitors impact reporting for the Foundation’s investments.
    • Identifies technology and process-improvement opportunities and leads implementation as needed.

    Other Projects

    • Provides research, analytical, and organizational support to the CIO/CFO for projects and ad hoc requests.
    • Handles cash management activities including acting as a support for investment funding requests, monitoring cash balances and resolving issues as needed.
    • Performs other duties as assigned
    Qualifications

    Essential Qualifications:

    • A combination of education and experience equivalent to the needs of the role.
    • Strong computer skills in a variety of computer applications, including MS Office products, as well as advanced spreadsheet skills.
    • Valid driver’s license.

    Essential Knowledge, Skills, and Attributes:

    • Experience with investment management, banking or other relevant field.
    • Experience with sustainable and impact investing
    • Excellent analytical and problem-solving skills
    • Discretion and ability to handle confidential issues.
    • Action-orientated and entrepreneurial self-starter who can work well independently and in teams.
    • Ability to work independently and handle multiple priorities and deadlines simultaneously.
    • Excellent written and oral communication skills.
    • Demonstrated ability to work with colleagues and external contacts by building trust and credibility.
    • Welcomes feedback as a means to personal and professional growth.
    • Broad understanding of equity and social justice issues.
    To apply

    The Foundation offers a competitive salary and excellent benefits. Interested applicants should submit a cover letter, including salary requirements, and a resume by email to resume@nhcf.org. Please reference ‘Investment Analyst – (your name)’ in the subject line. A full job description may be found at www.nhcf.org.

    The New Hampshire Charitable Foundation welcomes diversity and does not discriminate in employment opportunities on the basis of factors such as race, color, sex, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, and veteran.
    New Hampshire Charitable Foundation

    Founded in 1962, The New Hampshire Charitable Foundation is New Hampshire’s statewide community foundation created by and for the people of New Hampshire. We manage a growing collection of nearly 2,000 philanthropic funds created by generous individuals, families and businesses. These donors make it possible for the Foundation to award more than $60 million in grants and scholarships every year.

    We work with generous and visionary citizens to maximize the power of their giving, support great work happening in our communities and lead and collaborate on high-impact initiatives.

    Committed. Collaborative. Accountable. Adaptive. These four words describe the core values of the Foundation’s work with generous donors, community leaders and nonprofit partners. And they also describe our workplace culture.

    Learn more about our work by visiting our blog, and by reading our Purpose newsletters and annual reports.
      ORGANIZATION
      New Hampshire Charitable Foundation
      LOCATION
      Concord, NH
      STATUS
      Full-time
      CATEGORY
      Finance Professionals
      DEADLINE TO APPLY
      December 30 2023
  • 10 Days Ago

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Endowment and Investment Accounting Analyst
  • Dartmouth College
  • Hanover, NH FULL_TIME
  • Position Information Posting date 03/12/2024 Closing date Open Until Filled Yes Position Number 0137300 Position Title Endowment and Investment Accounting Analyst Department this Position Reports to F...
  • 13 Days Ago

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Investment Control Analyst
  • Impax Asset Management
  • Portsmouth, NH FULL_TIME
  • ROLE PURPOSE The position will be responsible for investment guideline coding and breach monitoring – pre and post-trade, client and regulatory reporting for the Impax US entity and assisting with oth...
  • 15 Days Ago

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Behavioral Health Technician ABA Paraprofessional
  • Licensed behavior analyst professional Services PLLC
  • Manchester, NH CONTRACTOR
  • Join Our LBAPS Team: ABA Paraprofessional Are you looking for a position where you see progress happen in real life? Where you get to watch children master their goals? If so, then a position within L...
  • 23 Days Ago

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Behavioral Health Technician RBT
  • Licensed behavior analyst professional Services PLLC
  • Manchester, NH CONTRACTOR
  • Join Our Licensed Support ABA Services Team: ABA Paraprofessional Are you looking for a position where you see progress happen in real life? Where you get to watch children master their goals? If so, ...
  • 5 Days Ago

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Investment Assistant
  • Lowenberg Wealth Management
  • Manchester, NH FULL_TIME
  • Associate Financial Advisor: Firm Description: Successful financial advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice offers flexibility, a tea...
  • 1 Month Ago

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Xcede
  • Miami, FL
  • A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Simplicity Group Holdings
  • Bloomington, MN
  • Job Description Job Description Position Title: Investment Analyst Reports to: Chief Investment Officer Department: Inve...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Brasa Capital Management
  • ABOUT BRASA CAPITAL MANAGEMENT Brasa Capital Management (“Brasa”) is a West Coast focused real estate private equity fir...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • Cadenza
  • Job description Cadenza seeks an Investment Analyst for our Venture Capital Investment team. Cadenza is a thesis-driven,...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • Vista Wealth Management Group
  • Schaumburg, IL
  • Job Description Job Description Role: Investment Analyst GROWTH POTENTIAL – COMPETITIVE SALARY – ATTRACTIVE BENEFITS OVE...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • Pyramid Consulting, Inc
  • Columbus, OH
  • Immediate need for a talented Investment Analyst. This is a 15+ months Contract opportunity with long-term potential and...
  • 3/26/2024 12:00:00 AM

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Investment Analyst
  • Summit Financial
  • Parsippany, NJ
  • Summary: Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with severa...
  • 3/25/2024 12:00:00 AM

New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$89,295 to $133,183

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