Carnegie Corporation of New York was established by Andrew Carnegie in 1911 “to promote the advancement and diffusion of knowledge and understanding.” It is one of the oldest, largest, and most influential American grantmaking foundations.
Carnegie Corporation of New York has an exciting growth opportunity for an individual who is interested in establishing a career in financial services or investments. The ideal candidate for this position is someone who is proactive, has high initiative, is energetic, well organized, and able to multitask, prioritize, and learn quickly. This is a junior-level position requiring one year of work experience in the field of finance and/or investments.
The Investment Operations Analyst will support a team of Investment Associates responsible for managing and investing the Andrew Carnegie endowment. The Investment Operations Analyst will be responsible for the following:
- Information Management – The investment team receives an extremely high volume of correspondence (both electronic and traditional) covering a range of topics (financial, legal, informational, marketing-oriented, and research). The Investment Operations Analyst is responsible for inventorying, circulating, and storing this information in a readily accessible manner to allow for smooth functioning of the office. He or she will be the primary hub for this information flow—using a state-of-the-art knowledge-sharing software to manage and digitize incoming and outgoing communications, and, to a lesser extent, employing traditional filing methods where appropriate.
- Investment Operations – The investment team oversees a diverse portfolio consisting of traditional and alternative investment strategies, which will require the Investment Operations Analyst to perform a wide range of operational functions. Working with the team’s financial analysts, this person will assist in maintaining databases used to track the portfolio’s performance, cash flows, valuations, and holdings. The Investment Operations Analyst will also support the finance department and investment team with cash flow management by generating wiring instructions and interacting with the foundation’s custodian bank and investment managers as necessary. Additionally, he or she will work in conjunction with the finance department, will coordinate the foundation’s annual audit, and is expected to be a key liaison between the foundation and the foundation’s auditors and outside investment managers. As part of these duties, the Investment Operations Analyst will be responsible for documenting internal operations and organizational procedures.
- Legal & Compliance – In addition to information management and operational functions, the Investment Operations Analyst will assist the financial analysts and senior investment staff with the completion of legal documents related to new investments and on-going portfolio management issues.
- Administrative Projects – As a leanly staffed office, the entire investment team participates in all manner of administrative functions on an ad-hoc basis, and it is expected that the Investment Operations Analyst will perform these duties as requested by the investment staff. Assignments may include coordinating mailings to committee members, photocopying, scanning, scheduling, and other day-to-day support functions.
Undergraduate degree and strong academic record with interest in establishing a career in financial services and/or investments. Excellent organizational skills and attention to detail; ability to distill large volumes of data in short periods of time; tech-savvy, proficient in Microsoft Office, and adeptness at learning new software; intellectual curiosity and a demonstrated record of professional development/growth; a collegial attitude and a readiness to perform a wide range of tasks; a commitment to the Corporation’s mission; and ability to work independently as well as collaboratively.
Please respond, with cover letter and resume, via email to: email@example.com. Include the job title of "Investment Operations Analyst" in the subject line of the email. Only qualified candidates will be contacted. No phone calls, please.
Carnegie Corporation of New York is an equal opportunity employer committed to diversifying its workforce and is firmly committed to complying with all federal, state, and local equal employment opportunity (“EEOC”) laws. Carnegie Corporation of New York strictly prohibits discrimination against any employee or applicant for employment because of the individual’s race, creed, color, sex, religion, national origin, age, sexual orientation, height and weight, disability, and any other characteristic protected by law. The Corporation abides by all applicable rules and regulations in its recruiting and employment practices, including the Americans with Disabilities Act (ADA) and state disability laws.