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The following positions are open.
Investment Analyst
Investment Analyst

REPORTS TO: Chief Investment Officer

LOCATION: New York, NY

FLSA STATUS: Exempt

WEBSITE: www.nycommunitytrust.org

START DATE: April 2024

 

ABOUT US

The New York Community Trust (“The Trust”) is one of the oldest and largest community foundations in the country. For the past century, The Trust has honored the wishes of donors who have entrusted them with their financial legacies to make lives better in the place they love. The Trust is a philanthropic leader in New York City, Westchester, and Long Island, delivering nearly $200 million in grants in 2023 and more than $2 billion in the past decade. Today, in addition to a distinguished competitive grantmaking program, The Trust hosts donor-advised funds (“DAFs”) that make grants throughout the United States and donor collaboratives that work on the leading edge of philanthropy to improve the lives of New Yorkers. The Trust has long been a leader in the field, with innovations ranging from establishing the first donor-advised fund in the 1930s to making landmark grants, including the first to fight AIDS, build the High Line, support immigrant communities, and respond quickly in the early days of the COVID-19 pandemic.

 

POSITION DESCRIPTION

This position reports to the Chief Investment Officer and works closely with the Director of Investment Reporting. The Investment Analyst will assist in the oversight of the various investment functions of the Trust and their intersection with the Trust’s charitable work.

 

RESPONSIBILITIES

  • Participate in analysis and evaluation of investment opportunities.
  • Participate in manager searches from inception to selection.
  • Collaborate with investment consultant on various projects and topics.
  • Contribute to the production of the quarterly Investment Committee meeting package.
  • Provide notes and minutes for meetings with managers, trustee banks and the Investment Committee.
  • Reconcile manager performance data with custodian bank.
  • Conduct annual meetings with each trustee bank and provide an update on performance and operations.
  • Work in conjunction with the donor department to provide information regarding investment options to current and prospective donors.
  • Additional duties as assigned.
  • Some travel is required around 10% of work time, mostly within the US and with possible international travel.

 

REQUIREMENTS

  • Bachelor’s Degree is required, preferably in business or finance.
  • Exposure to financial markets.
  • Course work in statistics preferred.
  • 2-5 years of full-time experience in the any of the following areas: asset allocation, equity research, investment consulting, manager selection, portfolio management, or risk management.
  • Strong computer skills, particularly in Microsoft Excel. A familiarity with eVestment alliance a plus.

 

COMPETENCIES REQUIRED

  • Self-motivated and able to manage multiple tasks and deadlines at once.
  • Critical thinker with solid analytical expertise.
  • Strong written and verbal communication skills.
  • Strong relationship management skills.
  • Ability to work within a small team environment.
  • Passion for financial markets and curiosity to always want to know more.

 

COMPENSATION

An annual salary of $115,000-$130,000 commensurate with the candidate’s experience. The position is on-site at our New York office and we provide limited scheduled and flex remote days every month. The Trust offers excellent benefits, including a pension plan, an 8% employer contribution to a 403(b)-retirement plan; partially subsidized medical insurance coverage; generous paid time off and other benefits.

The Trust is a qualifying nonprofit organization as defined by the Public Service Loan Forgiveness Program. As such, Trust employees may claim their employment time on their PSLF application.

 

HOW TO APPLY

Please apply through The Trust’s HRIS platform, Paylocity. Please provide finance-related writing samples for review. We are committed to diversity, equity, inclusion and accessibility in our recruitment process. The Trust strongly encourages members of underrepresented communities and individuals who meet most of the job requirements to apply.

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Philanthropic Associate
Philanthropic Associate

REPORTS TO: Chief Philanthropic Officer

LOCATION: New York, NY

FLSA STATUS: Non-Exempt

WEBSITE: www.nycommunitytrust.org

START DATE: April 2024

ABOUT US

The New York Community Trust (“The Trust”) is one of the oldest and largest community foundations in the country. For the past century, The Trust has honored the wishes of donors who have entrusted them with their financial legacies to make lives better in the place they love. The Trust is a philanthropic leader in New York City, Westchester, and Long Island, delivering nearly $200 million in grants in 2023 and more than $2 billion in the past decade. Today, in addition to a distinguished competitive grantmaking program, The Trust hosts donor-advised funds (“DAFs”) that make grants throughout the United States and donor collaboratives that work on the leading edge of philanthropy to improve the lives of New Yorkers. The Trust has long been a leader in the field, with innovations ranging from establishing the first donor-advised fund in the 1930s to making landmark grants, including the first to fight AIDS, build the High Line, support immigrant communities, and respond quickly in the early days of the COVID-19 pandemic.

 

POSITION DESCRIPTION

The Philanthropic Associate is responsible for providing project management and administrative support for the Chief Philanthropic Officer. The Associate will balance managing administrative duties while also leading the planning, execution and monitoring of special projects as directed by the Chief Philanthropic Officer.

 

RESPONSIBILITIES

  • Provide administrative support such as managing a calendar of appointments and coordinating schedules, phone coverage, creating meeting briefs, and communicating internally and externally on behalf of the CPO.
  • Lead the planning, execution, and monitoring of special projects related to The Trust’s donor and development activities including but not limited to data entry and research.
  • Work cross-functionally and cross-departmentally to drive projects forward.
  • Support departmental initiatives such as events and meetings, both on- and off-site in the NYC region.
  • Communicate regularly with colleagues across The Trust to ensure alignment.
  • Collaborate with communications department on generating donor-focused content.
  • Maintain and update donor-facing and professional advisor-facing documents on our network and the Donor Department file room.
  • Build proficiency in Trust technological platforms and assist the CPO in accurately capturing information.
  • Additional duties as assigned.

 

REQUIREMENTS

NYCT supports skills-based hiring and will review several aspects of an application including work experience (internships, volunteer, project-based, part/full-time employment, etc), skill proficiencies, education (courses, certifications, college degrees, etc.) and involvement in professional & industry organizations.

  • Three to five years of related work experience; senior level executive support highly desirable.
  • Strong project management skills; experience with Asana or other project management tool helpful.
  • Proficient in Microsoft products (Outlook, Word, Excel, PowerPoint, SharePoint and Teams) and Adobe Acrobat.
  • Meticulous attention to detail.
  • Strong problem solving and strategic thinking skills.
  • Proactive and resourceful with data-related tasks (entry, research, complication, analysis, etc); experience with Salesforce or other CRM a plus.
  • Excellent verbal and written communication skills.
  • Strong relationship management skills and ability to work collaboratively.
  • Ability to maintain confidential information with tact and discretion.
  • Available to support evening donor and Trust events (estimated eight events/year)
  • Passionate about New York and non-profit work.

 

COMPENSATION

An annual salary of $75,000 – $85,000 commensurate with the candidate’s experience and skills and this position is eligible for overtime. The position is on-site at our New York office and we adhere to a hybrid work model (four days in the office and one remote), seasonal remote weeks and flexible remote days during the year. The Trust offers excellent benefits, including a pension plan, an 8% employer contribution to a 403(b)-retirement plan; partially subsidized medical insurance coverage & tiered medical plan offerings; generous paid time off, fully paid bonding leave and other benefits.

The Trust is a qualifying nonprofit organization as defined by the Public Service Loan Forgiveness Program. As such, Trust employees may claim their employment time on their PSLF application.

 

HOW TO APPLY

Please apply through The Trust’s HRIS platform, Paylocity. Please upload your resume, cover letter, and a one-page writing sample as a single PDF document.  Writing samples should be solely authored by the candidate and demonstrate strong business writing skills (memo, email summary, etc).

We are committed to diversity, equity, inclusion, and accessibility in our recruitment process. The Trust strongly encourages members of underrepresented communities and individuals who meet most of the job requirements to apply.

Apply

NYCT is an Equal Opportunity Employer that celebrates diversity and is committed to creating an inclusive environment for all employees. NYCT does not discriminate on the basis of age, color, national origin, ethnic origin, citizenship status, disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, height and weight, marital status, veteran status, or any other characteristic protected by federal, state, or local law in its employment policies. In addition, NYCT will provide reasonable accommodations for qualified individuals with disabilities.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.