What are the responsibilities and job description for the Investment Analyst position at J. Paul Getty Trust, The?
Job Summary
Reporting to the Managing Director responsible for the Absolute Return, Credit and Fixed Income portfolios, the Analyst will be an integral part of the investment team and will ideally have had exposure to various asset classes. The role involves assisting with sourcing, evaluating, and monitoring external managers, as well as contributing to asset allocation, portfolio construction, and risk management decisions. The ideal candidate should be deeply dedicated to Getty and its mission.
Getty has engaged Pinnacle Group for this search. If you would like to be considered for this opportunity, please send your resume to Trevor Esse at tesse@pinnaclegroup.com. He will review your background concerning the position and contact you as appropriate. Only individuals who express interest in this way will be considered as part of this search.
Major Job Responsibilities
This role encompasses a range of responsibilities, including but not limited to those outlined below.
- Conducting comprehensive research and data analysis on investment managers, markets, and opportunities
- Assisting with the due diligence processes for prospective investments, including meeting summaries, data room management, investment memo preparation, and quantitative analysis
- Monitoring existing manager relationships by analyzing and summarizing qualitative and quantitative updates
- Contributing to the development and review of quarterly Investment Committee meeting materials
- Generating reports in collaboration with the investment operations team to analyze fund, asset class and portfolio-level exposures, risk metrics, fund flows, liquidity, and performance
- Coordinating reference calls, legal reviews, funding sources, and operational requirements with internal operations staff and outside service providers
- Remaining current on investment strategies, portfolio positions, new managers and market trends by conducting independent research and attending conferences
- Building and maintaining a network of industry contacts within the investment community
- Engaging in projects across all asset classes and assisting colleagues as needed
Qualifications
- College or university degree
- 2-5 years of relevant experience at a foundation, endowment, family office, financial institution, or consulting firm
Knowledge, Skills and Abilities
- Intellectually curious and motivated self-starter
- Proficient in multitasking and deadline management
- Excellent verbal and written communication skills
- Strong quantitative and analytical skills integrating a data-driven approach to investment diligence and research
- Strong organizational skills with a high attention to detail
- Strong computer skills and adeptness at learning new technology, familiarity with Caissa and Bloomberg a plus
- Team-oriented and willing to roll up their sleeves to contribute to the group’s common objectives
- High level of integrity, honesty, and sense of fiduciary duty
Benefits and Perks
Here are just some examples that Getty offers/provides for full-time employees:
- Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.
- 403(b) Employee Investment retirement plan – with up to 5% Getty Match
- Getty contribution of 6%, on behalf of employee, to 401(a) retirement account
- Educational Assistance and professional development
- Paid Vacation, Sick and Personal Days
- 12 Paid Holidays
- Many positions have bi-weekly Off-Fridays
- On-Site Fitness Center at Getty Center
- Community service opportunities
To learn more about our comprehensive benefits and long list of perks, go to Getty HR.
