Investment Analyst

EPIP is seeking an Investment Analyst in Concord, NH, to manage approximately $1 billion in assets for the New Hampshire Charitable Foundation. The role involves overseeing investments, assessing managers, preparing reports, and supporting governance committees. The Analyst will work closely with the CIO/CFO and contribute to sustainable investment initiatives, playing a key role in the Foundation's strategic investment efforts.
The New Hampshire Charitable Foundation is New Hampshire’s statewide community foundation created by and for the people of New Hampshire. Of the more than 700 community foundations nationwide, the New Hampshire Charitable Foundation is among the oldest and largest. We manage a growing collection of 2,000 philanthropic funds created by generous individuals, families and businesses. These donors make it possible for the Foundation to award more than $60 million in grants and scholarships every year.

We work with generous and visionary citizens to maximize the power of their giving, support great work happening in our communities and lead and collaborate on high-impact initiatives.
ABOUT THE POSITION

Position Summary:

The Investment Analyst is a member of the team responsible for managing the Foundation’s approximately $1 billion in assets. The team is led by the Foundation’s CIO/CFO, includes staff from the Finance and Community Engagement and Impact departments, and is supported by an investment consultant (Cambridge Associates). The Foundation manages over 50 investment portfolios spanning the spectrum from sustainable and impact-oriented investments to traditional investments.

The Analyst will be responsible for working with colleagues to (i) oversee and manage the Foundation’s investments, (ii) assess current and potential investment managers, (iii) prepare for and support volunteers and committees charged with governance of investments (Foundation’s board and investment committee), (iv) advance the Foundation’s sustainable and impact investment priorities and (v) complete related projects. The Foundation’s investment path is considered at the leading edge for community foundations nationally, and the Analyst will have the opportunity to be a strategic partner in this ongoing work.
Essential

Job Functions and Responsibilities:

Oversee and Manage the Foundation’s Investments
• In collaboration with the CIO/CFO, closely monitors the Foundation’s investment portfolios.
• Prepares portfolio updates and analytical reports.
• Works with CIO/CFO and Controller to support the quarterly close process and annual audit of investment valuations.
• Assists in preparation of portfolio investment performance, asset allocation, and risk reports.
• Oversees the Foundation’s advisor-managed investment program.
• Assists in the development and maintenance of financial models for analyzing the investment portfolio and its exposures, risk and cash flow profiles.
• Manages and maintains portfolio technology systems.

Assess Current and Potential Investment Managers and Direct Impact Investments
• Leads and/or supports due diligence on new and existing investments.
• Liaises with investment managers and the investment consultant.
• Captures and maintains manager and market data to support the manager close process for financial statement preparation.
• Prepares documents for management's signature including investment agreements and subscription and redemption documentation.
• Supports account maintenance activities including opening new accounts, address changes, online enrollment, etc.

Prepare for and Support Volunteers and Committees Charged with Governance of Investments (Foundation’s Board and Investment Committee)
• Assists in preparation of portfolio investment performance, asset allocation, and risk reports.
• Coordinates committee material preparation with the CIO/CFO.

Advance the Foundation’s Sustainable and Impact Investment Priorities
• Partner with the investment team to advance the Foundation’s sustainable and racial-equity lens investing goals.
• Works with both the Finance and Community Engagement and Impact departments to ensure integration of the Foundation’s impact themes into the Foundation’s investments.
• Participates in New Hampshire investment ecosystem of community development financing entities, banks, nonprofits, etc. to identify potential impact investments.
• Manages and monitors impact reporting for the Foundation’s investments.
• Identifies technology and process-improvement opportunities and leads implementation as needed.

Other Projects
• Provides research, analytical, and organizational support to the CIO/CFO for projects and ad hoc requests.
• Hand…