Finance & Banking Associate, Financial Analyst

Investment Analyst

The Investment Analyst role is a generalist position, working broadly on investments across the portfolio and with various senior team members on all aspects of the investment process. You will have the opportunity to interact with some of the most talented fund managers in the world while serving as the analytical backbone for our small team and learning the fundamentals of investing.

Primary Duties and Responsibilities

• Collect, analyze, and synthesize portfolio-wide data related to exposures (e.g., geographic and sector exposure, liquidity, asset allocation) and performance
• Monitor and share news flow and industry research relevant to the portfolio
• Conduct analyses on existing and prospective fund managers to gain insights into historical performance and investment strategy
• Participate in meetings with existing and prospective fund managers as part of due diligence and portfolio monitoring
• Prepare materials for discussion with the Investment Committee (e.g., investment memos, strategy roadmaps, asset allocation, etc.)
• Build relationships with colleagues at peer institutions and fund managers
• Be in person in our Los Altos, CA headquarters three days per week

Qualifications

Education
Bachelor's degree required
Willingness to participate in the Chartered Financial Analyst (CFA) program

Experience
Up to two years of work experience in an analytical role relevant to investing (e.g., investment management, consulting, investment banking, or other)

Knowledge, Skills, and Abilities

• Strong interest in investing as a career
• Strong and demonstrated quantitative and analytical skills
• Strong orientation to detail and accuracy; excellent organizational skills
• Excellent written and oral communication skills
• High level of intellectual curiosity and ability to think critically
• High degree of integrity and honesty
• Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team
• Comfort with Microsoft Excel or similar tools to analyze large amounts of data
• Familiarity with Microsoft Word, PowerPoint, and Outlook

This role requires occasional travel, estimated at 20% of the time. Travel is typically planned and occurs on an as-needed basis. Work Authorization:
At this time, we are unable to sponsor employment visas or consider candidates who will require visa sponsorship now or in the future. All applicants must be legally authorized to work in the United States on a full-time basis without current or future sponsorship.

Compensation and Benefits

The position is full-time. The starting salary range for this position based in California is $112,000 to $117,000 annually, not including annual incentive award opportunity. This salary range is an estimate, and the actual salary may vary based on various factors, including without limitation individual education, experience, tenure, certification, skills, and abilities, as well as internal equity and alignment with market data.

Offers are based on the candidate's years of experience and our practice of upholding salary equity within the foundation.

The David and Lucile Packard Foundation offers excellent benefits for eligible employees. Current benefits include medical (HMO and HDHPs), dental and vision coverage; 15% employer contribution to employee retirement plan; life insurance, disability insurance, vacation, and sick leave; an adoption benefit; fertility benefit; a financial wellness program; health advocacy services, paid time off to volunteer for nonprofit organizations; matching grants for employee contributions to tax exempt organizations;

commute assistance; and tuition assistance.

Hybrid Work Policy

The Packard Foundation's current Hybrid Work Policy is that staff are expected to be in the office on Tuesdays and Wednesdays each week. The Investments team is expected to be in person three days per week.

Equal Employment Opportunity

The Foundation is an equal employment opportunity employer, which means we recruit, hire, assign, train, promote, compensate, provide benefits, discipline, and discharge (and all the other terms and conditions of employment) based on merit, qualifications, job requirements, and other legitimate business factors.