Senior Investment Analyst. New York. Posting Date: 02/28/2025. Deadline: 03/07/2025
Role Title: Senior Investment Analyst
Contract Type: Fixed-Term (June 2025 โ June 2026)
Reporting To: Managing Director, Investments (dotted line reporting to Director, Impact & Operations and/or Head of Policy/Innovative Finance)
Program/Department/Unit Name: Soros Economic Development Fund
Location: New York
Team Name: Soros Economic Development Fund
Role Purpose:
Investment Team (70%)
Support the development of investment themes/strategies.
Lead relevant landscaping/benchmarking exercises to identify and develop new investment opportunities in line with SEDFโs 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 SEDFโs database and other management systems.
-Drafting investment recommendations, from pre-concept notes to concept notes to final investment memos
Contribute 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 analysis
Contribute to forging strategic partnerships for SEDF at portfolio and individual deal level โ both within Open Society Foundations and externally with key stakeholders (impact investors, MDBs/DFIs, expert consultants, etc.).
Support asset management, including overseeing creative ways to add value to SEDF investees.
Contribute to the refinement/improvement of SEDFโs 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 SEDFโs impact investment strategy and execution.
Drive special projects that advance the SEDFโs investment, program or policy priorities with guidance from the CEO, Director of Policy and Innovative Finance and/or Director of Impact and Operations.
Support, as needed, strategy development and implementation, operations, investment processes -- including 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 sectors/fields; contribute to improving SEDF internal processes/templates/operating procedures; generate content for SEDFโs communications activities; help to organize and present SEDFโs impact data and other tasks to be assigned as needed by SEDF.
SEDFโs 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 stakeholders
Coordinate agendas and materials for leadership meetings, team retreats; collect and synthesize information from across SEDF for various team, Board and OSF communications and updates
Support special projects, as needed.
Key internal relationships
SEDF directors of:
Investment
Impact & Operations
Policy & Innovative Finance
Strategic Advisor
Key external relationships
Other impact investors and commercial actors (financial services, corporates), DFIs, MDBs and government/policy makers
The ideal candidate
Knowledge of, or experience in, investment or business operations
Experience in financial analysis
Strong communication, research, and presentation skills โ particularly related to conveying complex information about business, market trends and dynamics, and the intersection between policy and the private sector
Sophisticated understanding of a broad set of public policy issues, particularly as they pertain to the private sector and public private partnerships
Understanding of, and passion for, economic development, particularly at the intersection of investment, economic development, and policy โ and the mission and vision of the Open Society Foundations
Results 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 environment
Investment sector and/or transaction experience, with a grasp of basic financial concepts, practices, and structures
Experience with multi-stakeholder relationship management or partnerships management
Experience with Salesforce, Altvia and other CRM and project management software
Bachelorโs degree is required; graduate degree preferred
What 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 founderโs 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.