Weinberg Foundation Opportunities

From time to time The Harry and Jeanette Weinberg Foundation has openings for highly qualified professionals and support personnel who have a strong commitment to the Foundation’s mission of improving the lives of low-income and vulnerable individuals and families.

 

Investment Analyst

Location:                                          Baltimore, Maryland (offices in Owings Mills)

Reporting Relationship:        Chief Investment Officer/Managing Director-Investments

About The Harry and Jeanette Weinberg Foundation, Inc.

The investment office provides investment management services to The Harry and Jeanette Weinberg Foundation, Inc. operating in support of its mission. The Harry and Jeanette Weinberg Foundation is one of the largest private foundations in the United States. The Foundation’s sole purpose is to assist low-income and vulnerable individuals and families through nonprofit grants to direct-service providers and programs.

The investment staff monitors and evaluates the full spectrum of global investment strategies seeking opportunities to employ both active external managers and passive strategies.  The investment team currently includes a CIO and Managing Director.  Jonathan Hook joined the Foundation as CIO in May 2014 and David Gilmore joined the Foundation in August as Managing Director.  Mr. Hook and Mr. Gilmore previously worked together at The Ohio State University investment office.   

Position Summary

The Investment Analyst position is a unique opportunity to work directly with senior management in a small, flat investment organization. The Foundation’s portfolio is invested globally across a broad range of asset classes and strategies, including: public equity, hedge funds, private equity, venture capital, real estate, resources, credit, and fixed income. The candidate must be collaborative, creative, intellectually curious and passionate about investing.

Primary Responsibilities

  • Work collaboratively with the rest of the team to help generate attractive long-term real returns for the investment portfolio while remaining within the risk tolerance of the Foundation;
  • Provide support to senior staff in all aspects of the investment process
  • Primary responsibilities will include manager due diligence, performance measurement, data management and asset allocation research;
  • In addition to sourcing, researching and monitoring outstanding managers that will be long term partners for the Foundation, the Investment Analyst will also develop and research investment themes that will add value to our long-term real returns;
  • Special projects as directed by senior management
  • Serve as a member of the investment team and participate in all aspects of managing the portfolio;
  • Prepare appropriately synthesized analyses at both the global/macro-level and manager-level including written materials to productively engage the Board and investment team members.
  • Occasional travel to meetings and events

Skills and Qualifications

The ideal candidate will possess:

  • An undergraduate degree and excellent academic credentials are required – a degree in finance or economics is preferred;
  • 2-4 years of professional, related full time work experience – investment banking, private equity or investment management experience is strongly preferred;
  • Superior communication and interpersonal skills, including the ability to work closely with an experienced and dedicated investment team;
  • Broad understanding of investment managers and strategies ideally combined with hands-on manager selection/due diligence experience for a large multi-asset class portfolio;
  • Excellent analytical skills, with the ability to comprehend broader market trends (including capital flows and valuation levels)  in not only domestic markets, but international and emerging markets as well; a knack for integrating “top down” and “bottom up” perspectives into specific investment recommendations;
  • The ability to establish effective working relationships with external managers and other constituents is important;
  • Motivated self-starter with a strong work ethic and consistent attention to detail. 

The ideal candidate will also demonstrate a strong appreciation for the endowment model of investing, the active management process, and alternative investment strategies.  A CFA/CFP/MBA/CAIA is also preferred.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state, and local equal opportunity laws. The Foundation encourages all qualified applicants to apply.

Interested candidates should submit a confidential resume and cover letter, along with salary range/requirements, to analyst@hjweinberg.org, no later close of business on December 22, 2014.

If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission.  No phone calls please.  Thank you.

 

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