Reporting & Analytics Analyst
Reporting & Analytics Analyst
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1 Vacancy
Job Description
Job Summary
This professional will be a core member of Investures Reporting & Analytics Team. Reporting to an Associate on the team this role will be primarily responsible for supporting a diverse set of performance analytics and reporting tasks crucial for both Investures clients and Investment Team. Investure manages a complex multi-asset portfolio and this person will (i) support preparation of performance computation across all slices of the portfolio (ii) assist portfolio analytics for both internal use by Investment Team and external use by clients (iii) work with various datasets to ensure accuracy and reliability of performance analysis (iv) keep learning and developing analytical skills to support the teams mission of data accuracy and best in class portfolio analytics.
The ideal candidate should possess a natural curiosity an affinity for the quantitative nature of the work and a passion for collaborating as a team. This individual will also demonstrate a strong work ethic be detail oriented be willing to continuously improve quantitative abilities and have an interest in the financial markets. Cultural fit humility and maturity are imperative. The position is based in-office with a remote option on Fridays and during the summer a remote option for Thursdays and Fridays.
Investure will not sponsor H-1B or other employment-related visas for this position.
The Company
Based in Charlottesville Virginia Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $18 billion as of August 2024 Investure is responsible for portfolio management asset allocation and manager selection investing across a number of asset classes including fixed income and credit global public equities alternative investments (e.g. hedge funds private equity venture) and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork collegiality and integrity. We are a mission-driven organization that values continuous improvement excellence and employee engagement.
Essential Functions
-Support in creating producing and reviewing all aspects of output for clients and the Investment Team including monthly and quarterly performance reports annual deep-dive performance reports exposure reporting and analysis benchmark and comparative analysis on asset classes strategies and managers liquidity analytics portfolio stress testing and private portfolio modeling
-Support the development and maintenance of proprietary data systems applying statistical and quantitative methods in financial modeling and performance analytics
-Be interested in learning more about investment performance and risk concepts; be engaged on new ideas and trends around performance reporting within the industry
-Become proficient in using various proprietary performance risk and data tools
-Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language along with other database tools in order to add value to team deliverables
-Handle variety of ad-hoc data projects as needed with high attention to detail
-Provide support and quality control to reconciliation efforts to ensure data quality for external and internal deliverables and reporting
Education Experience & Skills
- 1 years of relevant experience is preferred; however we are willing to train candidates for this position who have strong quantitative and analytical skills. This is a starter position for a candidate interested in investment performance analytics
- Bachelors degree with proven academic achievement required; a focused degree in math science computer science economics or finance preferred
- Proficient using standard office software such as Word PowerPoint Outlook
- Power user of Excel; basic knowledge of SQL and familiarity with Python or Julia is a strong plus but not required
- Basic knowledge of alternative investment industry strategies products analytics metrics and portfolio analysis
- Ability to communicate internally (and in written form) insights and takeaways from investment performance results
- Strong attention to detail in quantitative and financial analysis
- Experience working successfully as a part of a team
- Ability to handle confidential and sensitive information with a high degree of professionalism
Guiding Principles
- Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives
- Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self- evaluation of successes and failures
- Service: Puts the team mission and clients Illustrates mission driven outlook and approach
- Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good
- Teamwork: Takes a collaborative and selfless approach. Operates under the Golden Rule
- Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals
Position Based Competencies
- Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates attention to detail
- Team Orientation: Works well as part of a team and understands the importance of team success
- Process Management: Follows protocol and directions; willing to ask questions
- Communication: Demonstrates clear thoughtful and thorough verbal and written skills
- Planning: Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets deadlines
- Adaptability: Quick learner; open to change learning and feedback
To apply for this position interested parties should visit our website: Experience:
IC
Employment Type
Full-Time
