Senior Investment Analyst

Contribute to investment strategy development, source and lead due diligence processes, and participate in investment decision-making across all asset classes.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• Minimum 7 years of professional experience in investments and valuation
• Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred
• Advanced proficiency in Microsoft Excel
• Exceptional oral and written communication skills
• Ability to work independently in a fast-paced and dynamic environment
• Meticulous attention to detail
• Willingness and ability to mentor junior staff and contribute to team development
• Openness to adopting new technologies and evolving processes
• Genuine interest in the mission and values of the non-profit sector

Benefits

• paid vacation leave
• paid sick leave
• paid holidays
• health insurance
• flexible spending account or health care savings account
• dental insurance
• life insurance
• vision insurance
• retirement benefits
• short- and long-term disability