Senior Investment Analyst

Senior Investment Analyst. New York. Posting Date: 02282025. Deadline: 03072025Role Title: Senior Investment AnalystContract Type: Fixed-Term (June 2025 - June 2026)Reporting To: Managing Director, Investments (dotted line reporting to Director, Impact & Operations andor Head of PolicyInnovative Finance)ProgramDepartmentUnit Name: Soros Economic Development FundLocation: New YorkTeam Name: Soros Economic Development FundRole Purpose: Investment Team (70%)Support the development of investment themesstrategies.Lead relevant landscapingbenchmarking exercises to identify and develop new investment opportunities in line with SEDF's investment strategies.Support the management of investment processes, including:-Ensuring all deals, and deal details, at every stage of investment process, are properly catalogued in SEDF's database and other management systems.-Drafting investment recommendations, from pre-concept notes to concept notes to final investment memosContribute to due diligence, including:-Supporting Investment Principals and the Managing Director in developing and executing diligence workplans-Developing financial models and financial analysis-Undertaking risk analysis-Contributing to impact and ESG analysisContribute to forging strategic partnerships for SEDF at portfolio and individual deal level - both within Open Society Foundations and externally with key stakeholders (impact investors, MDBsDFIs, expert consultants, etc.).Support asset management, including overseeing creative ways to add value to SEDF investees.Contribute to the refinementimprovement of SEDF's investment processes and systems, as needed, including memos and documentation, reporting, database management, etc.Policy and Innovative Finance, Impact & Operations (20%)Support a variety of projects and initiatives related to SEDF's impact investment strategy and execution.Drive special projects that advance the SEDF's investment, program or policy priorities with guidance from the CEO, Director of Policy and Innovative Finance andor Director of Impact and Operations.Support, as needed, strategy development and implementation, operations, investment processesincluding deal diligence, execution, internal and external communication, impact measurement and management, policy work, communications, partner and stakeholder management.Special projects might include helping SEDF to: develop sectoral or geographic strategies; research investable opportunities in target sectorsfields; contribute to improving SEDF internal processestemplatesoperating procedures; generate content for SEDF's communications activities; help to organize and present SEDF's impact data and other tasks to be assigned as needed by SEDF.SEDF's overall internal operational excellence (10%) Support to prepare materials for and meetings with OSF leadership, SEDF Advisory Board, External Advisors to Investment Committee, and other key OSF and SEDF stakeholdersCoordinate agendas and materials for leadership meetings, team retreats; collect and synthesize information from across SEDF for various team, Board and OSF communications and updatesSupport special projects, as needed.Key internal relationships SEDF directors of:InvestmentImpact & OperationsPolicy & Innovative FinanceStrategic AdvisorKey external relationships Other impact investors and commercial actors (financial services, corporates), DFIs, MDBs and governmentpolicy makersThe ideal candidate Knowledge of, or experience in, investment or business operationsExperience in financial analysisStrong communication, research, and presentation skills - particularly related to conveying complex information about business, market trends and dynamics, and the intersection between policy and the private sectorSophisticated understanding of a broad set of public policy issues, particularly as they pertain to the private sector and public private partnershipsUnderstanding of, and passion for, economic development, particularly at the intersection of investment, economic development, and policy - and the mission and vision of the Open Society FoundationsResults and Impact-orientation: ability to maintain focus on achieving meaningful and measurable impact and results and to prioritize effectively towards desired outcomes in highly complex and dynamic environmentInvestment sector andor transaction experience, with a grasp of basic financial concepts, practices, and structuresExperience with multi-stakeholder relationship management or partnerships managementExperience with Salesforce, Altvia and other CRM and project management softwareBachelor's degree is required; graduate degree preferredWhat we offer Exceptional opportunities to learn, grow, and make an impact; from a generous annual professional development allowance for every employee to onsite training and learning conversations with visiting experts.Excellent benefits and perks to promote well-being and a healthy work-life balance, including:Generous time off, as well as our standard Open Society close at year-end (where vacation days are not required) and flexible work arrangements.Employer-paid health insurance for individuals and families (no employee contribution required).Exceptional retirement savings plan (non-contributory for employees) and life insurance.Progressive paid parental leave, reproductive and family planning support, and much more.A commitment to nurturing a diverse and inclusive workplace, so you can bring your whole self to work and make a positive impact.The salary range for this role in the US is $150,000 - $190,000 (USD). The final offer is influenced by a wide array of factors including but not limited to skill set and level of experience. Who we are Open Society Foundations aim to establish vibrant and inclusive democracies where governments are accountable to their citizens. Our operating model organizes grantmaking around specific, time-limited projects, developed alongside support for established partners, enabling us to respond swiftly to emerging needs. We are committed to promoting human dignity, equality, and rights; reimagining democratic ideals and practice; and advancing equity in governance systems. Guided by our founder's values and the belief in the art of the possible, we engage directly with global entities, individuals, and policymakers through grants, advocacy, impact investing, and strategic human rights litigation to drive positive change. At the heart of our mission is a deep commitment to rights, equity, and justice, inspiring every action we take. Additional information Open Society Foundations is committed to building an inclusive workforce that reflects the communities we serve. We actively seek applications from talented individuals across all backgrounds, identities, and life experiences. Each candidate is evaluated solely on their unique qualifications without regard to race, age, sex, religion, ethnic origin, nationality, gender, sexual orientation, disability, pregnancy, or any other legally protected characteristics. We are committed to providing reasonable accommodations for candidates with disabilities.

Created: 2025-03-03