The Nature Conservancy is a leading environmental organization focused on conservation efforts. They are seeking an Investment Analyst to participate in endowment management across public and private markets, assisting in manager research and operational responsibilities within a multi-billion-dollar portfolio.
Responsibilities
- Source new managers by performing database screens, reviewing materials from prospective managers, and engaging with market intermediaries
- Conduct investment due diligence by participating in calls and meetings and performing qualitative and quantitative research on managers
- Assist in preparing investment recommendations for presentation to the Investment Committee
- Review managers' investment reports and letters; proactively monitor markets for potential portfolio or manager implications
- Maintain and reconcile investment data across internal systems and external manager reports, including portfolio holdings, cash flows, performance attribution, and exposure metrics; support preparation of portfolio analytics and performance reports
- Identify and implement TNC approved AI-enabled tools to enhance workflow efficiency and analytical capabilities across investment and operations functions
- Support foundational operational processes related to new and additional investments, data and document collection, and reporting
- Provide project management support and prepare OOI communications for internal and external stakeholders
- Evaluate alignment of portfolio holdings with TNC's organizational mission, including analysis of mission-aligned investments
- Attend relevant annual meetings and industry conferences; travel as needed
- Ensures programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance
- Reinforces consistency in the organization's policies and procedures and provides support related to relevant field
Skills
- More than 6 months and less than 3 years' professional experience, in investment banking, institutional investing, asset management, or analytical finance
- Genuine intellectual curiosity and passion for investing and financial markets
- Strong attention to detail and commitment to high-quality work product
- Experience manipulating, analyzing, and interpreting large datasets
- Bachelor's Degree in Finance, Economics, Business or related field and up to 3 years' related experience or equivalent combination
- Exposure to investment principles and strategies
- Experience being a self-starter with the ability to work independently and as part of a collaborative team
- Experience with writing and verbal communication skills
- Experience in problem-solving, analytical, and quantitative skills
- Experience with Microsoft Office Suite, including Excel, Word, and PowerPoint
- Progress toward the CFA designation is a plus, but not required
- Multi-cultural experience appreciated
Benefits
- Health care benefits
- Flexible spending accounts
- A 401(k) plan with an 8% employer match
- Parental leave
- Accrued paid time off
- Life insurance
- Disability coverage
- Employee assistance program
- Other life and work well-being benefits
Company Overview
The Nature Conservancy is a non-profit conservation organization that works to protect terrestrial, freshwater, and marine ecosystems. It was founded in 1951, and is headquartered in Arlington, Virginia, USA, with a workforce of 5001-10000 employees. Its website is http://www.nature.org.