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Established in 2006 by Wendy and Eric Schmidt, the Schmidt Family Foundation (TSFF) works to restore a balanced relationship between people and planet. Through our grantmaking and investments, we partner with communities around the world in working for renewable energy, resilient food systems, healthy oceans, and the protection of human rights. We pursue our mission through three innovative and thoughtful strategies:
1) The 11th Hour Project;
2) the Impact Investing program; and
3) Schmidt Marine Technology Partners (SMTP).
The Schmidt Family Foundation is a private foundation with growing assets of over $2B and an impact investment portfolio of approximately $160M of AUM.
About the Position
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 take initiative and 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 strategies. This role will report to the Portfolio Director as part of a 7-person investing team.
- Collect quarterly and annual financial and impact reports from portfolio companies
- Bring strong technical knowledge of financial analysis, conduct quarterly financial monitoring of all companies in the portfolio to identify trends that help to improve the monitoring process and ensure better performance of investments
- Play a key role in developing and designing our portfolio monitoring system and help to maintain the database over time
- Conduct qualitative research and construct financial models to generate insights for deals that are under diligence across our issue areas. This requires knowledge of investment information sources, knowledge of strategy, and an ability to proactively analyze and synthesize data and information.
- Design and create bi-annual reports on investments to be shared with leadership and the Investment Committee
- 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
- Manage and maintain pipeline and portfolio information in TSFF’s CRM
- 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 investees, co-investors, and other TSFF staff and impact investing partners
- Conduct ad hoc projects for the Managing Director and other investment-related activities as relevant
Desired Knowledge and Experience
- 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
- A Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience with a strong grounding in finance and accounting
- Strong attention to detail and commitment to consistently providing high-quality deliverables
- 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: 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
$100,000 – $130,000 a year
The Schmidt Family Foundation offers a competitive salary commensurate with experience and an excellent benefits package. The position is based in the San Francisco Bay Area with a hybrid in-office/remote model. The ideal candidate will be already located in the Bay Area or willing to relocate.
This is an exempt position.
To apply for this position, click here.
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.