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)
at New Hampshire Charitable Foundation in Concord, NH
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
Assess Current and Potential investment managers and direct impact investments
Prepare for and support volunteers and committees charged with governance of investments (Foundation’s board and investment committee)
Advance the Foundation’s sustainable and impact investment priorities
Other Projects
Essential Qualifications:
Essential Knowledge, Skills, and Attributes:
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.
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.