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Investment Analyst

Full time @RWJF in Economic Development
  • United States View on Map
  • Post Date : April 1, 2025
  • Apply Before : April 28, 2025
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Job Detail

  • Work Location  Hybrid Jobs

Job Description

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About the Foundation

The Robert Wood Johnson Foundation (RWJF), located in Princeton, N.J., is a leading national philanthropy dedicated to taking bold leaps to transform health in our lifetime. To get there, we must work to dismantle structural racism and other barriers to health. Since 1972, we have focused on developing and promoting innovations in health and healthcare to improve the lives of millions. Through funding, convening, advocacy, and evidence-building, we work side-by-side with communities, practitioners, and institutions to achieve health equity faster and pave the way, together, to a future where health is no longer a privilege, but a right.

We take seriously our responsibilities, and we pledge to work in ways that reflect our Guiding Principles. These are rooted in equity and influence everything we do at RWJF. Equity, diversity, inclusion (EDI), and collaboration enable our staff’s wide range of experiences, passions, and perspectives to strengthen our ability to address our nation’s most pressing health issues and support a culture of belonging. Part of this work includes actively shaping an inclusive organization where all staff members thrive as we build and use our capabilities, voice, and power to advance health equity. RWJF offers a collaborative, collegial, and creative work environment. With a career at the Robert Wood Johnson Foundation, you will make a difference.

About This Opportunity

Reporting to the managing director, Public Investments, the analyst will be a member of the investments department that manages RWJF’s endowment to grow its purchasing power and provide stable resources for grantmaking. The analyst is part of a four-person Public Investments team responsible for prudently allocating RWJF’s endowment to the most compelling investment firms and opportunities globally. The Public Investments team invests primarily via external investment managers across a variety of strategies including equities, hedge funds, credit, and fixed income. Our culture is flat, with each team member covering a broad selection of existing and prospective relationships, as opposed to individual public asset classes. We embrace continual learning, transparency, behavioral analysis, and a long-term philosophy. The ideal candidate will have a flexible mindset and enjoy collaboration and frequent, intense debate with a group of colleagues from a diverse set of backgrounds. This position is part of an analyst program and is a three-year term position.

As with staff at all levels of RWJF, the analyst is expected to demonstrate a passionate commitment to equity and to the Foundation’s mission and Guiding Principles.

Essential Job Responsibilities

  • Attend meetings with current and prospective investment managers. Interact with top investment organizations and other institutional investors globally.
  • Prepare independent research on portfolio companies, asset allocation, and other investment topics.
  • Perform quantitative analysis, financial modeling, and qualitative due diligence relevant to hedge funds, public equity, fixed income, and credit markets.
  • Assist in the preparation of detailed memoranda for team review and coordinate discussion materials for the Investment Committee.
  • Work with colleagues in Information Systems, Investment Operations, Legal, and Finance to identify and validate key information for public investments and financial reporting.
  • Perform other duties, as assigned.

Minimum Requirements

  • Commitment to racial and health equity and to the Foundation’s vision, values, and Guiding Principles.
  • Experience working in and fostering an inclusive environment working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social, and ethnic backgrounds.
  • One (1) to four (4) years of experience in a financial or investment analysis role.
  • Demonstrated proficiency in the use of Microsoft Office Suite and experience with file sharing systems (OneDrive).
  • Able to work and think independently and in teams with confidence.
  • Intellectually curious; able to apply learning to work responsibilities.
  • Collaborative, collegial, team-oriented, and energetic; able to develop productive relationships with colleagues and external partners.
  • Strong time, project, and people management skills; ability to balance multiple priorities.
  • Able to work independently, as well as in a group.
  • Excellent written and verbal communication skills.
  • Strong attention to detail.
  • Bachelor’s degree with strong academics; progression toward CFA certification is desirable.
  • Able to work under pressure with tight deadlines.
  • Able to travel as required, including internationally.

Physical Requirements/Working Conditions

The analyst will perform job duties in a typical business office environment. Specific physical abilities required by this job include operating basic office equipment. Incumbent will be required to attend meetings, both in person and off-site via phone or videoconference. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Position’s Assigned Office Location

This position is assigned to our Princeton, N.J. office. Ability to travel to Foundation offices in Princeton, N.J., and New York City is required.

Hybrid: Flexible Purpose (HFP) Explained

As of January 1, 2023, the Foundation has implemented a model we call Hybrid: Flexible Purpose (HFP). RWJF’s new operating model is the infrastructure (e.g., policies, practices, protocols, procedures, systems) that forms the basis for how the day-to-day operations are managed, culture is built and nurtured, and mission is delivered. This model is designed to meet the needs of the organization while giving employees as much flexibility as possible. Onsite participation is determined by job responsibilities, organizational and team-level requirements, and mandatory gatherings throughout the year. While there are no fixed days per week, all employees are expected to plan their time on-site and cover commuting expenses as needed to meet those expectations. Learn more about our operating model and in-office requirements.

Salary

The non-negotiable starting salary for this position is $96,460. Candidates who the Foundation determines have directly related experience exceeding the minimum requirements may receive a higher starting salary based on the level of qualifications. All salary offers are non-negotiable.

Benefits

RWJF offers comprehensive health and retirement benefits to employees, generous paid time off, and more. Why work at RWJF? Learn more about the benefits of working at RWJF.

Transition Stipend

A transition stipend is provided to all new hires to aid in costs related to transitioning to a new job.

Variable Compensation Plan

The investment analyst is eligible for incentive compensation based on qualitative contributions and the endowment’s performance. Performance-based compensation is calculated on total portfolio return, aligning the interest of all team members.

How To Apply

  • Applicants should submit a resume and required letter of interest by the stated deadline.
  • Internal RWJF applicants should submit a resume and letter of interest through the Internal Jobs Hub app in Workday.

Application Deadline

Monday, April 28, 2025, by 10 a.m. ET.

Apply Now »

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