At the Foundation, we believe that strong communities are built through knowledge and empowerment. With roots in Saint Paul since 1940 and partners across the state, we are Minnesota s largest community foundation and the partner of choice for thousands of donors, professional advisors, nonprofits and community organizations. We inspire generosity to make Minnesota better for all who call it home.
We continue to evolve our culture by attracting and retaining new talent with valuable experiences and insight; empowering our existing, highly skilled employees; and strengthen our culture of collaboration.
Internal Commitment to Equity
In 2017, the Foundation created a team to actively live out our commitment to equity. The group works together to invest in and coordinate employee trainings, education opportunities and thoughtful initiatives surrounding equity internally at the Foundation. Their work has been a model of how staff took action and ownership around a shared value at the Foundation.
The Foundation has diversified internal communication to allow for more transparency, innovation and collaboration. Below are a few programs and opportunities we offer regularly.
Lunch and Learns
Panel discussions with the leadership team
Coffee chat with the CEO
General forum staff meetings
Internal newsletter updates
Team retreats and celebrations
About The Team
The Investments Team stewards the assets of the Saint Paul .and. Minnesota Foundation. This experienced team has deep expertise in asset management services for foundations and nonprofit organizations.
The team works closely with investment committees and professional asset managers to ensure the long-term growth of the Foundation and affiliates.
About The Position
The Investment Analyst will work closely with the Chief Investment Officer on all facets of managing the Foundation’s $1.5 billion investment portfolio. The investment analyst position includes both operational and investment analysis responsibilities.
This role has primary responsibilities in providing critical support for investment operations functions. Secondary responsibilities include investment management and reporting in collaboration with the team.
This Position Is Responsible For
Supporting CIO with analysis in support of asset allocation, portfolio construction and future investment commitments
Preparing and reviewing monthly and quarterly investment reports for investment committees and staff to facilitate the evaluation of investment results and monitoring of the portfolios risks and exposures
Managing day-to-day custodial bank relationships, including reconciling alternatives accounting and performance reporting, funding managers, capital calls, etc.
Overseeing onboarding of new investment managers and partnership investments, and documentation; managing documentation of manager monitoring to ensure institutional memory and support the annual audit
Coordinating with Finance team and custodians to provide information for investment accounting such as new investments, and information for audit purposes such as alternative asset estimates, look back schedule and support for investment footnotes
Collaborating with other investment team members to continually evaluate and improve processes and systems that support the management of various portfolios; maintaining and enhancing Investment Operations Manual
Providing leadership to ensure department s ability to maximize utilization of Foundation s investment management software (Backstop); become internal Backstop expert.
Demonstration of Foundations core organizational values in performing all duties
If interested, please apply here.