Investment Associate, Public Equities and Fixed Income

at  Gordon and Betty Moore Foundation

Gordon and Betty Moore established the foundation to create positive outcomes for future generations. Guided by this vision and the Statement of Founders’ Intent, the foundation fosters path-breaking environmental conservation, scientific discovery, patient care improvements and preservation of the special character of the San Francisco Bay Area. We strive to make significant and durable impacts on the world.
Together, we work to honor the vision of our founders and serve as stewards of the resources they have entrusted to us. We establish specific strategies based on advice from experts, identify partners who share our goals and measure results along the way. We build relationships and fund work in areas where we hope to make significant impacts; and we know that working together expands our ability to drive meaningful change.
We believe there can be no lasting change for the good if that change is not just and widely shared. Comprehending and incorporating values of diversity, equity, and inclusion in pursuing goals and refining strategies is vital to achieving our desired outcomes. These values weave through what we do and shape how we operate.

EXPERIENCE AND QUALIFICATIONS

The ideal candidate will have:

• Bachelor’s degree with a minimum of two years of work experience in investment banking, management consulting, investment management or related fields required.
• Well-developed quantitative and analytical skills with strong grounding in investment concepts (e.g. capital markets, statistical analyses).
• Working knowledge of financial statement accounting and analysis.
• Advanced Excel modeling skills and familiarity with PowerPoint, Bloomberg, and other database tools and concepts.
• Self-starter with the ability to work independently, ask questions and use judgment. Ability to communicate concepts and distill information in an efficient, user-friendly manner especially important.
• Strong attention to detail.
• Exceptional interpersonal and presentation skills required.
• Willingness to support and promote the foundation and your colleagues through commitment to enhancing the foundation’s considerations of Diversity, Equity and Inclusion.
• Two year commitment required.

• Work with Director to develop and implement portfolio strategies by analyzing historical returns and investment trends both domestically and abroad, monitoring current market conditions and assessing relative attractiveness of investment opportunities.
• Work with Director to select new investments by identifying high potential managers, participating in due diligence, and conducting detailed performance and portfolio analytics.
• Write quarterly portfolio and market reviews and lead semi-annual review of existing portfolio returns and underlying fund holdings. Present findings from analysis to investment team.
• Monitor absolute and relative monthly performance of all managers in the portfolio. Track asset allocation levels relative to targets and assist in executing and confirming all cash flows to and from managers.
• Position provides excellent exposure to portfolio asset allocation strategies as well as investments across asset classes including hedge funds, private equity, venture, real assets, long-only equity strategies, and fixed income.