Investment Analyst

Health Forward is currently seeking an Investment Analyst who will play a critical role in ensuring the organization’s investment portfolio supports the equally important financial and purpose objectives. The Investment Analyst will assist in the day-to-day management of the Foundation’s investment portfolio and will be involved in all aspects of the investment process, including due diligence, data preparation and analysis, operational functions, investment manager interactions, investment committee meetings, and interfacing with the investment custodian and advisors. This role will also uniquely support Health Forward’s objective to integrate its Purpose into its capital allocation efforts.


  • Perform investment manager screening, research, analysis, and ongoing due diligence across public and private assets. Perform ongoing analysis including rigorous quantitative/risk assessment, reviewing manager reports and letters, meeting with managers, attending annual meetings, and preparing data-driven investment recommendations.
  • Conduct manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
  • Research, prepare, and write investment memos which explore market trends, analyze the foundation’s portfolio, and formulate a view on the risks and opportunities related to specific investments.
  • Maintain careful organization of documents and infrastructure pertaining to the investment process, development of related reports/analysis, and other administrative tasks.
  • Network with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities particularly those that advance Health Forward’s Purpose.
  • Engage and liaise with a range of external service providers who support the administration of and reporting on the investment assets.
  • Support investment-related administration and accounting activities.
  • Assist with preparation and review materials for, and participate in, quarterly Board meetings.
  • Be proactive in collaborating with colleagues across the Foundation to advance understanding about and employment of capital to advance the Purpose.
  • Other projects and duties as assigned.

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Omni Human Resource Management