The Investment Analyst role is a generalist position, working broadly on investments across the portfolio and with various senior team members on all aspects of the investment process. You will have the opportunity to interact with some of the most talented fund managers in the world while serving as the analytical backbone for our small team and learning the fundamentals of investing.
Primary Duties and Responsibilities
Qualifications
Education
Bachelor's degree required
Willingness to participate in the Chartered Financial Analyst (CFA) program
Experience
Up to two years of work experience in an analytical role relevant to investing (e.g., investment management, consulting, investment banking, or other)
Knowledge, Skills, and Abilities
Strong interest in investing as a career
Strong and demonstrated quantitative and analytical skills
Strong orientation to detail and accuracy; excellent organizational skills
Excellent written and oral communication skills
High level of intellectual curiosity and ability to think critically
High degree of integrity and honesty
Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team
Comfort with Microsoft Excel or similar tools to analyze large amounts of data
Familiarity with Microsoft Word, PowerPoint, and Outlook
This role requires occasional travel, estimated at 20% of the time. Travel is typically planned and occurs on an as-needed basis.
Work Authorization: At this time, we are unable to sponsor employment visas or consider candidates who will require visa sponsorship now or in the future. All applicants must be legally authorized to work in the United States on a full-time basis without current or future sponsorship.
Compensation and Benefits
The position is full-time. The starting salary range for this position based in California is $117,000 to $129,000 annually, not including annual incentive award opportunity. This salary range is an estimate, and the actual salary may vary based on various factors, including without limitation individual education, experience, tenure, certification, skills, and abilities, as well as internal equity and alignment with market data. Offers are based on the candidate's years of experience and our practice of upholding salary equity within the foundation.
The David and Lucile Packard Foundation offers excellent benefits for eligible employees. Current benefits include medical (HMO and HDHPs), dental and vision coverage; 15% employer contribution to employee retirement plan; life insurance, disability insurance, vacation, and sick leave; an adoption benefit; fertility benefit; a financial wellness program; health advocacy services, paid time off to volunteer for nonprofit organizations; matching grants for employee contributions to tax exempt organizations; commute assistance; and tuition assistance.
Hybrid Work Policy
The Packard Foundation's current Hybrid Work Policy is that staff are expected to be in the office on Tuesdays and Wednesdays each week. The Investments team is expected to be in person three days per week.
Equal Employment Opportunity
The Foundation is an equal employment opportunity employer, which means we recruit, hire, assign, train, promote, compensate, provide benefits, discipline, and discharge (and all the other terms and conditions of employment) based on merit, qualifications, job requirements, and other legitimate business factors.
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