Investment Analyst

Employer
The J. Paul Getty Trust
Location
Los Angeles, California
Salary
Salaried
Posted
Sep 15, 2022
Closes
Nov 14, 2022
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Diversity, Equity, Accessibility, and Inclusion at Getty

Getty believes diversity, equity, accessibility and inclusion are essential to our excellence and to the execution of our mission. The Getty community values differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. We are committed to creating a diverse and welcoming workplace that reflects the diversity of the communities we serve and includes individuals with diverse backgrounds and experiences. Individuals of color, women, LGBTQIA+, veterans and persons with disabilities are encouraged to apply.

Job Summary

The J. Paul Getty Trust is the world's largest cultural and philanthropic organization dedicated to the visual arts. The Trust's Investment Department manages a diversified portfolio of $9 billion in investment assets, and we are seeking an Investment Analyst to join our team.

Our Investment Analyst Rotation Program provides the opportunity to work with all of our investment groups. Investment Analysts will initially work on one of three investment teams: Private Equity and Venture Capital, Public Equity and Real Assets, or absolute Return and Credit. Once a year, each analyst will rotate and work on a different asset class team.

Analysts are expected to develop investment manager research skills that can be applied across all asset classes. Investment Analysts will help monitor, evaluate, and select investment managers and co-investments based on a variety of metrics and strategic considerations.

Evaluating potential investment managers requires Investment Analysts to use both quantitative and qualitative skills. Analysts will be in charge of gathering, processing, and documenting a variety of data on investment managers, markets, and opportunities.

Qualitatively, Investment Analysts must be prepared to ask questions and evaluate the relative strength of different firms and investment strategies. Analysts coordinate and participate in meetings and calls, not just with investment managers, but also with other investors, industry CEOs and other professionals.

Quantitatively, Analysts use Excel and other tools to evaluate funds compared to benchmarks and peer universes, evaluate information about underlying holdings such as revenue growth, earnings growth, and changes in leverage for private companies, and evaluate duration, convexity, capital structure and security for credit investments.

For each assigned fund investment, Investment Analysts will be in charge of preparing an investment memorandum detailing the investment rationale and due diligence. Analysts may also perform ad-hoc market and industry research. Investment Analysts will also energetically monitor our current portfolio of funds. This involves reading investment updates, market reports, and tracking fund performance. Each quarter, the Analyst will spend time helping to craft a quarterly investment report for our Chief Investment Officer and the Board of Trustees.


Major Job Responsibilities

  • Conduct and document due-diligence meetings
  • Prepare, present, and endorse investment recommendations
  • Formulate unbiased judgements about investment opportunities
  • Build and maintain relationships with investment managers and other asset allocators
  • Compile and maintain information on investment managers
  • Generate ad-hoc Excel charts and PowerPoint presentations
  • Maintain and update CRM system in a timely manner
  • Collect, organize, and evaluate data, and present findings in team meetings.


Qualifications

  • Bachelor's degree in finance, accounting, economics or related field
  • 2-5 years of prior work experience participating in investment manager due diligence


Requirement

All employees must be fully-vaccinated against the COVID-19 virus as a condition of employment. Exemptions from this requirement as a reasonable accommodation due to medical contraindication, disability or sincerely held religious belief or practice will be considered.


Knowledge, Skills and Abilities

  • Impeccable ethics
  • Inquisitive nature
  • Quick and eager learner
  • methodical and efficient
  • Curiosity to explore niche investment strategies
  • Ability to independently manage multiple projects
  • Highly proficient in data gathering, data management, data evaluation


Equal Opportunity Employer

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status.

Apply Here: https://www.click2apply.net/rXrNVyu714jbNTzm6FEK4a

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