Endowments & Foundations Fellowship

The E&F Fellowship was founded with generous funding from Adam Karr, SEO Career alumnus and founder of SEO Scholars San Francisco and also funding from Buchanan Philanthropies.

Curious about a career in investment management with a focus on alternative investments? Do you want to learn more about asset allocation, portfolio management, and manager selection? Are you interested in a rewarding career where you invest in multiple asset classes with the goal of generating cash flows to support philanthropic impact? If you’ve answered “yes” to any of these questions, you’ve come to the right place!

What are Endowments & Foundations (E&F)?

E&Fs are institutional asset managers whose investment mandates serve their charitable mission.

• Endowments benefit Universities, hospitals, and other mission critical institutions for public good.
• Foundations are institutions with defined philanthropic mandates focused on grantmaking aligned with their specific mission.

How The E&F Program Works

The SEO Endowments and Foundations (E&F) Fellowship program aims to place eligible candidates interested in this career track into full time investment roles with one of our E&F Partners. The program is focused on training early career professionals who have developed a specific investor lens already from their initial years in investment banking or investment management.

Our initial program goal is to create awareness of the opportunities and pathways that exist in the E&F industry. Through this program participants will have access to a mentor / coach, trainings that focus on developing technical skills and the E&F investment mindset through reading materials, training modules, and immersive in-person experiences covering the fundamentals of E&F-style alternative investing. Our program’s partnership with the Chartered Alternative Investment Analyst Association (CAIA) assures our candidates receive the industry gold-standard in training and insights. SEO’s E&F program will also host a series of events to help candidates connect with peers, SEO alumni and engage with our partner firms, both virtually and in person, through organized activities that provide insight into a typical day in the field of an E&F Alts Allocator. Through our Fellowship, you’ll gain the knowledge and preparation necessary to successfully compete for full-time E&F analyst or associate roles.

Experience

Candidates should have at minimum 1 to 3 years experience in a finance related field. We work with seniors with offers in hand and 1st – 3rd year investment professionals 

Participant Criteria

• High-achieving professionals
• Strong quantitative skills
• Intellectual curiosity
• Relevant professional experience
  • Asset Management
  • Investment Banking
  • Investment Research
  • Other Investment Specific roles

Apply for the program today! If accepted, you will be added to our distribution list and will receive job opportunities via email. You can apply by simply responding to these postings. If you qualify for a position, we will reach out and prioritize matching you with a coach.