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VC Analyst @ The David and Lucile Packard Foundation in Los Altos, CA

The David and Lucile Packard Foundation (Foundation) is a family foundation located in Los Altos, California. The Foundation is guided by the enduring business philosophy and personal values of Lucile and David Packard, who helped found one of the world’s leading technology companies. Their approach to business and community participation has guided our philanthropy for over 50 years. Today, their children and grandchildren continue to help guide the work of the Foundation. We make grants at the local, state, national, and international level.

We work on the issues our founders cared about most, which are: improving the lives of children; enabling the creative pursuit of science; advancing reproductive health; conserving and restoring the earth’s natural systems; and supporting and strengthening an array of local nonprofit organizations.

We expect to make grantmaking awards of over $350 million in 2019. A staff of 130 conducts the day-to-day operations and a Board of Trustees oversees the work of the Foundation. David and Lucile Packard passed on the following core set of values: integrity; respect for all people; belief in individual leadership; commitment to effectiveness; and the capacity to think big.

The investments team is currently an 11-person team comprised of seven investment professionals and four operational and administrative professionals. We are a high-performing, intrinsically motivated team that values collaboration, debate, and collective responsibility for the Foundation’s $7.4 billion portfolio. Our goal is to generate an annual payout to fund the Foundation’s grants by partnering with the best fund managers across the globe and across asset classes on a bottom-up basis.

We seek an early career investment professional with zero to two years of work experience to help invest and manage the Foundation’s portfolio, which is invested in public and private equities, venture capital, fixed income, hedge funds, real estate, and natural resource private partnerships. You will be a key member of the Investments team, supporting across all asset classes in an analytical role, including performing investment research, conducting portfolio and performance analysis, and preparing analyses for the Investment Committee and Board. In this entry level role, you will have an opportunity to learn investment management from the ground up, getting to work with all team members and getting exposure to top investment managers across asset classes. To be successful in this role, you will have strong demonstrated quantitative and analytical skills, be able to work collaboratively in a small, flat, and cohesive team environment; possess strong EQ, networking, and relationship-building skills; and have a long-term interest in Endowment and Foundation investing as a career.

As an integrated team within the Foundation, you will have opportunities to hear, participate, and learn about the Foundation’s programs.

Responsibilities

  • Key member of the Investments team in all aspects of the investment process, including participating in meetings with existing and prospective managers; developing quantitative and qualitative evaluation of investment opportunities; supporting and defending investment views; analyzing performance and portfolio characteristics, and preparing investment recommendations for the Investment Committee
  • Analyzing and synthesizing data relating to general investment concepts, as well as performance and exposures of individual managers, asset classes, and the overall portfolio and articulating key findings and trends. Primary responsibility for overall portfolio-level analysis
  • Interfacing with fund managers to collect data and insights to inform various analyses
  • Developing relationships with peer institutions

Required Qualifications

Knowledge, Skills, Abilities, and Education

  • 0 to 2 years of work experience in an analytical role (e.g. consulting, investment banking, or other)
  • Strong interest in investing as a career
  • Bachelor’s degree in a related area
  • Interested in earning the Chartered Financial Analyst (CFA) designation
  • Strong and demonstrated quantitative and analytical skills
  • Strong orientation to detail and accuracy and excellent organizational skills
  • Strong writing and communication skills
  • Intellectual curiosity and ability to think critically
  • Must be proactive and open to new challenges
  • Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team
  • Comfortable and highly capable with Microsoft Excel, analyzing large amounts of data
  • Familiarity with MS Word, PowerPoint, and Outlook
  • Ability to work well under pressure and within a small team
  • Able to travel as needed (20-25%)

If interested, please apply here.

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Written by sandeepashah

September 17, 2019 at 3:58 am

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