Investment Analyst

UJA Federation of New York | New York, NY, United States

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Posted Date 10/18/2023

About the Organization:

UJA-Federation of New York is the largest local philanthropy in the world. For more than 100 years, we’ve brought New Yorkers together to solve some of the most pressing problems facing our community. Thanks to our network of hundreds of non-profits, we can leverage our expertise across any number of areas — including health and human services, arts and culture, and education — to care for Jews everywhere and New Yorkers of all backgrounds, respond to crises close to home and far away, and shape our Jewish future. Our reach extends from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year.


he Investment Office of UJA-Federation of New York manages the endowment and pension plan assets of the organization. The endowment supports funding to social service organizations, health and human service providers, Jewish communal institutions, and other non-profit partners.


The endowment and pension assets are invested with external managers globally across a broad range of asset classes and strategies including public equity and credit, hedge funds, private equity and credit, and real assets.


Position Summary:

The Investment Analyst will work in a small, flat investment organization supporting the management and oversight of UJA-Federation’s $1.7 billion investment program. The ideal candidate will be an enterprising problem solver with a passion for investing who can work collaboratively, supporting a team focused on generating attractive long-term risk-adjusted returns. The individual must have the ability to articulate and defend well-reasoned opinions backed by rigorous analysis through both oral and written communication. The position requires familiarity with quantitative methods of research and analysis. The successful candidate will be a high integrity, intellectually curious, self-motivated individual who is analytical, detail-oriented, and has strong problem-solving skills.


Major Responsibilities:

  • Support the research process for existing and prospective investment managers across all asset classes through qualitative and quantitative methods. Contribute to making formal recommendations to the Investment Committee.
  • Assist in conducting qualitative due diligence through interviews with investment managers, peers, and other market participants.
  • Gather, analyze, and interpret data related to performance, manager characteristics, risk, and liquidity data in support of portfolio management decisions.
  • Produce standardized reports for due diligence and risk monitoring, working with colleagues and external vendors to ensure accuracy and efficiency.
  • Create and maintain dashboards for macroeconomic and market factors to analyze and assist in the review of investment opportunities.
  • Coordinate the production of materials for Investment Committee meetings.  


Skills and Experience:

  • Bachelor’s degree required.
  • Progress toward Chartered Financial Analyst (CFA) designation is preferred.
  • 1-3 years of experience in a financial or analytical role at an investment firm, endowment, plan sponsor, or consultant.
  • Experience aggregating, analyzing, and interpreting data and making fact-based recommendations.
  • Strong quantitative, analytical, and communication skills are essential.
  • The candidate must be a self-starter and be able to maximize productivity with available resources.
  • The individual will be a patient and strategic thinker, able to work independently on multiple projects simultaneously.   
  • Passion for investing and knowledge of general investment principles and characteristics across asset classes.
  • Self-motivated with an ability to prioritize responsibilities and meet deadlines while working on multiple projects.
  • Detail-oriented and analytical, with the ability to think critically and constructively challenge others.
  • Superior oral and written communication skills.
  • Ability to collaborate effectively and work as part of a lean team without heavy support staff, overhead, or hierarchy.
  • Excellent working knowledge of Excel. Experience with other analytical software and database tools is a plus.


Salary Information:

The salary range for this role is $90,000 to $120,000; commensurate with experience and qualifications listed above.



Great Perks. Because We Appreciate Great Employees.

Time Off:

We offer a generous number of vacation days and have the Jewish holidays off as well. Fridays our offices close early (October to March at 3:00 pm and April to September at 4:00 pm). All so you can relax and recharge.


Health Care:

UJA provides a top-tier medical and dental plan, along with a flexible spending account. We also offer life insurance. And for a small cost you can take part in on-site yoga and exercise classes at our Manhattan office. Wellness matters to us.


Planning for Retirement:

UJA employees can enroll in a pension plan and tax deferred annuity.


Career Development:

Classes, workshops, and compelling speakers will keep you at the top of your game.



We come together as a staff to commemorate holidays (from Rosh Hashanah to MLK Day), volunteer at nonprofits, and celebrate our accomplishments together. (Our chocolate chip cookies are legendary!)


Some More (Yes, more!)

We also offer a backup childcare program. And a commuter benefit plan. So you can get to work and feel good about it.


Also, a lot of the times, we’re wearing jeans.

Salary90,000.00 - 120,000.00 Annual
Full Time
Accounting & Finance
Organization Type
Retirement Plans | Dental | FSA | Kosher Food Option Available | Leave Early for Shabbat | Life Insurance | Medical Insurance | Paid Holidays | Paid Vacation | Parental Leave | Sick Days | Mass Transit
Job Location
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