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Investment Analyst

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Getty is committed to creating a welcoming workplace that reflects the various backgrounds of the communities we serve. We value differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status.

Job Summary

Reporting to the Managing Director responsible for the Absolute Return, Credit and Fixed Income portfolios, the Analyst will be an integral part of the investment team and will ideally have had exposure to various asset classes. The role involves assisting with sourcing, evaluating, and monitoring external managers, as well as contributing to asset allocation, portfolio construction, and risk management decisions. The ideal candidate should be deeply dedicated to Getty and its mission.

Getty has engaged Pinnacle Group for this search. If you would like to be considered for this opportunity, please send your resume to Trevor Esse at tesse@pinnaclegroup.com. He will review your background concerning the position and contact you as appropriate. Only individuals who express interest in this way will be considered as part of this search.

Major Job Responsibilities

This role encompasses a range of responsibilities, including but not limited to those outlined below.

Conducting comprehensive research and data analysis on investment managers, markets, and opportunities
Assisting with the due diligence processes for prospective investments, including meeting summaries, data room management, investment memo preparation, and quantitative analysis
Monitoring existing manager relationships by analyzing and summarizing qualitative and quantitative updates
Contributing to the development and review of quarterly Investment Committee meeting materials
Generating reports in collaboration with the investment operations team to analyze fund, asset class and portfolio-level exposures, risk metrics, fund flows, liquidity, and performance
Coordinating reference calls, legal reviews, funding sources, and operational requirements with internal operations staff and outside service providers
Remaining current on investment strategies, portfolio positions, new managers and market trends by conducting independent research and attending conferences
Building and maintaining a network of industry contacts within the investment community
Engaging in projects across all asset classes and assisting colleagues as needed

Qualifications

College or university degree
2-5 years of relevant experience at a foundation, endowment, family office, financial institution, or consulting firm

Knowledge, Skills and Abilities

Intellectually curious and motivated self-starter
Proficient in multitasking and deadline management
Excellent verbal and written communication skills
Strong quantitative and analytical skills integrating a data-driven approach to investment diligence and research
Strong organizational skills with a high attention to detail
Strong computer skills and adeptness at learning new technology, familiarity with Caissa and Bloomberg a plus
Team-oriented and willing to roll up their sleeves to contribute to the group’s common objectives
High level of integrity, honesty, and sense of fiduciary duty

Benefits and Perks

Here are just some examples that Getty offers/provides for full-time employees:

Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.
403(b) Employee Investment retirement plan – with up to 5% Getty Match
Getty contribution of 6%, on behalf of employee, to 401(a) retirement account
Educational Assistance and professional development
Paid Vacation, Sick and Personal Days
12 Paid Holidays
Many positions have bi-weekly Off-Fridays
On-Site Fitness Center at Getty Center
Community service opportunities

To learn more about our comprehensive benefits and long list of perks, go to Getty HR.

J. Paul Getty Trust Glassdoor Company Review

3.5

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CEO of J. Paul Getty Trust

Katherine E. Fleming

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Average salary estimate

$75000 / YEARLY (est.)

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$60000K

$90000K

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What You Should Know About Investment Analyst, J. Paul Getty Trust

As an Investment Analyst at Getty in sunny Los Angeles, you'll play a crucial role in shaping our investment strategies and portfolio decisions. Reporting directly to the Managing Director responsible for Absolute Return, Credit, and Fixed Income portfolios, your work will make a real impact on how we establish successful financial outcomes. You'll dive into comprehensive research, evaluating external managers and identifying lucrative investment opportunities across various asset classes. One day, you might be preparing detailed investment memos; the next, you'll be monitoring existing manager relationships and contributing to the quarterly Investment Committee meetings. If you’re intellectually curious, motivated, and have a team-oriented mindset, this role is perfect for you! With 2-5 years of relevant experience under your belt and a knack for juggling multiple projects, you’ll also enjoy developing a network of industry contacts. At Getty, we value differences and are dedicated to fostering a welcoming workplace. We're eager to find candidates who resonate with our mission—someone who thrives in collaboration and is eager to roll up their sleeves. By becoming part of Getty, you'll not only enjoy a fulfilling career but also a host of benefits, including medical coverage, retirement plans, and professional development opportunities. If this sounds appealing, we invite you to submit your resume to Trevor Esse at Pinnacle Group.

Frequently Asked Questions (FAQs) for Investment Analyst Role at J. Paul Getty Trust

What are the primary responsibilities of the Investment Analyst at Getty?

The Investment Analyst at Getty is responsible for conducting in-depth research on investment managers and market opportunities, assisting with due diligence processes, and monitoring existing manager relationships. The role also includes generating reports to assess fund performance and exposures while contributing to quarterly Investment Committee materials.