| May 13, 2024

Investment Analyst

Guest Author

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  • Full Time
  • Washington, DC
  • $85K/yr - $110K/yr USD / Year

Website The Nature Conservancy

About the job
OFFICE LOCATION

Arlington, Virginia, USA

This is a hybrid role that requires about 3 days in-office presence at the Arlington, VA office, more or less depending on business need.

This is a 3-year termed Investment Analyst role.

Who We Are

The mission of The Nature Conservancy (TNC) is to conserve the lands and waters upon which all life depends. As a science-based organization, we develop innovative, on-the-ground solutions to the world’s toughest environmental challenges so that people and nature can thrive. Our work is guided by our values, which include a commitment to diversity and respect for people, communities, and cultures. From a rewarding mission to career development and flexible schedules, there are many reasons to love life #insideTNC. Want to know more? Check out our TNC Talent playlist on YouTube to hear stories from staff or visit Glassdoor .

One of TNC’s primary goals is to cultivate an inclusive work environment so that employees around the globe have a sense of belonging and feel that their unique contributions are valued. We know we’ll only achieve our mission by hiring and engaging a diverse staff that reflects the communities in which we work. Recognizing that people bring talent and skills that have been developed outside the scope of a job, we take a holistic approach to recruitment that considers life experience in addition to the professional requirements listed in our postings. Please apply – we’d love to hear from you. To quote a popular saying at TNC, “you’ll join for the mission, and you’ll stay for the people.”

What We Can Achieve Together

The Investment Analyst role is a three-year program. After three years in the program, analysts have numerous career avenues including graduate business school, continuing their careers in asset management, or transitioning to buy-side investment firms, including hedge funds and private equity firms. The Investment Analyst is a member of TNC’s Office of Investments team. The Office of Investments team mission is to support the funding of TNC’s global conservation priorities by increasing the organization’s purchasing power through prudent and sustainable investment management. The Office of Investments team, under the leadership of TNC’s Chief Investment Officer, works on all aspects of the management and monitoring of the endowment and other long-term pools of capital in excess of $4B. The Nature Conservancy’s investment assets are used to support TNC’s global operations and most pressing conservation projects.

The Investment Analyst will work with other members of the Office of Investments to assist in the screening, evaluation, and due diligence of potential investment opportunities as well as the monitoring of the Endowment’s multi-billion-dollar portfolio of external investment managers. Duties will include analysing investment managers’ philosophies, processes, and performance. The position provides the opportunity to gain in-depth exposure to public and private investment strategies and institutional portfolio management. In addition, the Investment Analyst will support and perform various operational responsibilities with oversight from the Director of Investment Administration and Investment Operations Manager. The Investment Analyst will report directly to the Chief of Staff, Office of Investments.

Responsibilities & Scope

  • Contribute to asset allocation, manager selection, and portfolio monitoring.
  • Participate in sourcing new managers by performing database screens, reviewing materials from prospective managers, and interfacing with market intermediaries.
  • Assist with investment due diligence by participating in calls and meetings and performing qualitative and quantitative research on managers.
  • Prepare materials for meetings with current and prospective managers.
  • Assist in preparation of investment recommendations for presentation to the Investment Committee.
  • Review managersʹ investment reports and letters and proactively monitor markets for potential portfolio or manager implications.
  • Gather attribution characteristics and perform analytics for assigned asset classes and/or portfolios.
  • Record cash flow transactions including capital calls, distributions, management fee and other cash flow activities.
  • Monitor incoming communications from external managers in the central investment inbox and initiate proper workflows to process action items.
  • Collaborate with operations team on database and reporting projects.
  • Partner with senior team members, including the Chief Investment Officer, on ad hoc projects.
  • Evaluate alignment of portfolio with TNC’s organizational mission, including the analysis of ESG and Impact investments.
  • Attend relevant annual meetings and/or industry conferences as needed.
  • Travel as needed.

WE’RE LOOKING FOR YOU

Are you looking for work you can believe in? At TNC we strive to embody a philosophy of Work that You Can Believe in where you can feel like you are making a difference every day. We’re looking for someone who is excited to work with a diverse, multi-disciplinary, fast-paced team.

The ideal candidate should have exceptional communication and collaboration skills and exposure to investment management and financial principles. This is an exciting opportunity to contribute to the ongoing mission of conservation by working with The Nature Conservancy’s Office of Investments!

What You’ll Bring

  • Bachelor’s Degree in Finance, Accounting, Business Administration or related field and 3 years’ related experience or equivalent combination.
  • Exposure to investment principles, investment strategies, and financial modeling.
  • Experience being a self-starter with the ability to work independently and as part of a collaborative team.
  • Experience being detail-orientated and dedicated to high-quality work product.
  • 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.

Desired Qualifications

  • Up to 3 years’ professional experience, preferably in a banking, institutional investing, or analytical finance role.
  • Affinity for The Nature’s Conservancy’s mission in supporting global land and water conservation efforts.
  • Experience in manipulating, analyzing, and interpreting data.
  • Multi-lingual skills and/or multi-cultural experience appreciated.
  • Progress towards CFA charter or willingness to pursue CFA charter a positive.
  • Ability to manipulate, analyze and interpret data. Advanced expertise in Microsoft Excel.
  • Strong organizational skills.
  • Accuracy, attention to detail and the ability to multi-task.

To apply for this job please visit www.linkedin.com.