Investment Analyst

About the Foundation

Established in 2006 by Wendy and Eric Schmidt, the Schmidt Family Foundation (TSFF) works to restore a balanced relationship between people and the planet. TSFF pursues its mission through three innovative and thoughtful strategies:  1) The 11th Hour Project; 2) the Impact Investment Program; and 3) Schmidt Marine Technology Partners (SMTP). The Schmidt Family Foundation is a private foundation with growing assets of over $1B and an impact investment portfolio of approximately $300M of AUM. For more information on the Schmidt Family Foundation, please visit www.tsffoundation.org. 

Position Description

The Impact Investing Program has been experiencing exciting growth over the last few years and is looking to expand the team with this new  position. The Schmidt Family Foundation seeks a highly results-oriented, collaborative, and flexible early-career investment professional to support the team as Investment Analyst (Analyst). The Program seeks to preserve its capital through making impact-first investments across sustainable agriculture, energy, human rights, circular economy, and marine conservation. This role requires high attention to detail and the Analyst must bring a passion for working on the issues of the Foundation. The successful candidate will be self-motivated while also being an adaptable team player as the program continues to build out its investment and operating strategy. This role will report to the Portfolio Director as part of an 8-person investing team. This role balances portfolio monitoring and data management responsibilities with support for new investments. The Analyst will play a key role in maintaining and improving our investment infrastructure, including the investment monitoring system iLevel and the liquidity model, while also contributing to diligence, modeling, and investment research.

• Collect quarterly and annual financial and impact reports from portfolio companies and perform preliminary analysis. 
• Manage the monitoring cycle, and apply strong financial analysis to monitor portfolio companies on a quarterly basis to ensure performance of investments and to identify trends and general insights that inform portfolio strategy.
• Serve as the administrator of TSFF’s investment monitoring system (iLevel), responsible for accurate data entry, dashboard upkeep, and continuing improvement of the system to support portfolio oversight.
• Maintain and improve TSFF’s liquidity forecasting model; ensure timely integration with iLevel, risk-adjusted return models, and capital planning processes.
• Conduct qualitative research and contribute to developing financial analyses for new investments, which may include: building summary financials; researching market data informing financial modeling, such as pricing information; identifying comparables and their financial ratios.
• Design and create bi-annual report on investments to be shared with leadership and the Investment Committee
• Support the ongoing development and maintenance of the team’s impact metrics system, contributing to data collection, analysis, and integration of social and environmental outcomes into diligence and portfolio monitoring.
• Review and analyze investor reports provided by portfolio companies 
• In coordination with other team members, review financials, assess company performance, and contribute to the overall process of the annual audit
• Conduct market and/or sector research on a deal-by-deal basis as needed by the Impact Investing team to contribute to investment pipeline development
• Contribute to ongoing investment portfolio management by working closely with TSFF staff and with investees, which includes generating investment and financial reports for use by the Impact Investing team
• Communicate effectively and collegially with all stakeholders including investees and other TSFF staff and internal partners 
• Conduct ad hoc projects for the Managing Director and other investment-related activities as relevant

• At least 2-3 years of relevant experience in accounting, commercial banking, venture capital, private equity, investment banking, or a related field. 
• Prior experience developing financial models and analyzing financial statements. Familiarity with forecasting models, valuation frameworks, and/or sensitivity analysis is a plus
• A Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience with a strong grounding in finance and accounting.
• Experience managing or contributing to systems for managing financial or portfolio data (e.g., Excel, CRMs, or platforms like iLevel); comfort building or modifying tools for team use.
• Strong attention to detail and commitment to consistently providing high-quality deliverables. Strong organizational skills and ability to document and standardize workflows across recurring processes. 
• Desire to be part of a highly collaborative team and fast-paced work environment 
• Interest and experience (professional or in volunteer capacities) in one or more of the Foundation’s main issue areas is a plus: sustainable agriculture, energy, human rights, circular economy, and marine conservation
• Self-motivated individual capable of working independently and proactively to manage multiple projects at once, and meeting deadlines even when priorities change
• Effective verbal and written communication skills

Closing from The Schmidt Family Foundation

The Schmidt Family Foundation (TSFF) is an equal opportunity employer and we strive to create an atmosphere where diversity of identity, experience, and background are welcomed, valued, and supported. We believe that diversity brings about greater results on all levels and we aim to use our resources to generate greater impact through our work. Candidates who contribute to this diversity are strongly encouraged to apply.