Investment Analyst

Compensation: Depending on Experience

Job Overview – Investment Analyst – 32910

The Investment Analyst will play a crucial role in daily portfolio management and reporting, assisting with the initial diligence of external public and private investment managers, and monitoring portfolio actions. The investment team oversees a $1B+ portfolio, aiming to transition the entire portfolio to a non-concessionary, measurable social impact investment strategy over several years. The Investment Analyst will collaborate closely with the Portfolio Associate and report directly to the Director of Investing.

Key Responsibilities:

• Investment Support: Capture, analyze, and report multi-platform financial data to support the organization’s investment functions.
• Daily Portfolio Management: Assist with the daily management needs of the portfolio.
• Capital Call Review: Evaluate capital call requests and respond to investor queries related to fundraising, distributions, and other activities.
• Opportunity Filtering: Schedule informational meetings with private market firms and help filter potential investment opportunities.
• Document Preparation: Prepare initial draft documents for public and private investment commitments.
• Strategic Implementation: Work with the Portfolio Associate and Director of Investments to execute strategic initiatives.
  
  
  

Requirements

• Education: Bachelor’s degree in Finance, Economics, Mathematics, Business, Accounting, or a related field.
• Experience: 0-2 years in financial services.
• Technical Skills: Advanced proficiency in Microsoft Suite, especially Excel.
• Work Ethic: Ability to work independently and collaboratively in a team environment, with strong self-motivation to thrive in a fast-paced, entrepreneurial setting.
• Integrity and Excellence: A strong commitment to excellence and high ethical standards.
  
  
  

Workplace Policy: Onsite

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.