Investment Analyst

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The Robert Wood Johnson Foundation (RWJF), located in Princeton, N.J., is the largest philanthropy in America dedicated solely to health. Since 1972 we have been providing funding, assistance, and research for projects and programs to help people, their families, and their communities be as healthy as possible. RWJF is committed to working alongside others to build a Culture of Health where everyone has a fair and just opportunity for health and well-being.

We take seriously our responsibilities, and we pledge to work in ways that reflect our Guiding Principles. These are rooted in equity and influence everything we do at RWJF. Diversity, inclusion, and collaboration allow our staff’s wide range of experiences, passions, and perspectives to enrich our work and strengthens our ability to address our nation’s most pressing health issues. With a career at RWJF you will make a difference.

The investment analyst will support the investment team with a focus on operational due diligence of external investment managers. The investment analyst will collaborate with investment operations, public and private markets teams on all aspects of operational screening, monitoring and reporting. In addition, the investment analyst will work closely with the investment operations team on data management and reporting. The investment analyst program is a three-year term appointment and analysts will split time between the Foundation's New York City and Princeton offices.

As with staff at all levels of the Robert Wood Johnson Foundation, investment analysts are expected to demonstrate a passionate commitment to equity, to the Foundation’s mission and Guiding Principles.


  • Oversee the collection, analysis and reporting of all investment management fees (including incentive and carried interest).
  • Work closely with the investment operations team to review and analyze fee data to ensure the database has been updated on a quarterly basis.
  • Assist with the month-end public fund valuation and performance reconciliations with custodian bank.
  • Support and assist the investment operations team with daily standard report validation and distribution.
  • Assist with initial review of operational due diligence and screening processes for investment managers across both public and private asset classes.
  • Coordinate and prioritize operational due diligence activities with third party vendor. Includes the review of fund managers’ middle and back office functions (assessment of compliance policies and procedures, trade and valuation practices, service providers and counterparties, regulatory and technology).
  • Perform ongoing monitoring of investment managers by reviewing, analyzing and tracking fund documentation including: audited financial reports, Form ADVs, offering memorandums, IMAs, subscription documents, due diligence questionnaires and other documents.  
  • Conduct ongoing updates and follow-up meetings when operational changes have occurred.
  • Contribute to the overall ongoing manager assessment process related to operational issues by drafting reports and communicating findings to the investment team.
  • Aggregate data from third party vendor, combined with internal metrics, to evaluate and rank individual investment firms from an operational perspective
  • Assist in monitoring external investment managers for reputational and legal risks
  • Aid the investments team with evaluations of prospective investment manager.
  • Performs other duties, as assigned.


  • Bachelor’s degree with strong academics, progression towards CFA desirable.
  • One to three years of experience in a financial services firm and/or similar role.
  • Understanding of capital markets and investments.
  • Demonstrated understanding of statistical methods, such as econometrics, statistics, etc.
  • Knowledge of business and investment
  • Knowledge of investment systems and ability to learn new information management systems for investment monitoring and reporting.
  • Strong analytical, critical analysis/reasoning and problem-solving skills. Ability to identify key problems and suggest solutions is essential.
  • Superior attention to detail and excellent organizational skills.
  • Ability to foster an inclusive environment working as part of a multidisciplinary team and working effectively with persons from diverse cultural, social and ethnic backgrounds.
  • Strong written and oral communication skills. Writing samples may be requested.
  • Excellent interpersonal skills; professional, collegial, energetic, able to develop productive relationships with colleagues and stakeholders.
  • Strongly proficient with Microsoft Office applications (e.g., Word, Outlook). Experience with Microsoft Excel and other tools to create financial models/analysis are essential.
  • Able to work independently as well as in a group.
  • Able to work under pressure and tight deadlines.
  • Able to travel, including international travel.
  • Interest and motivation in supporting the Foundation’s mission and goals.


The incumbent performs job duties in a typical business office environment. Tasks are generally carried out with no specific or unusual physical or environmental demands. While performing the duties of this job the incumbent is regularly required to work at a desk with a computer for extended periods of time. Specific physical abilities required by this job include operating basic office equipment such as personal computers, duplicating machines, fax machines and standard office telephones. The incumbent may be required to attend meetings, both on-site and off-site, via phone or videoconference.

RWJF is an Equal Opportunity Employer.

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Post Date

July 22, 2019

Due Date

August 25, 2019 (Closed)