Reporting & Analytics Associate DirectorDirector

Job Summary

This professional will be a senior member of Investures Reporting & Analytics Team. Reporting to the Chief Data Officer this role sits at the intersection of data portfolio analytics and client reporting helping lead and manage the day-to-day work of the team to create and review a variety of performance analytics and to produce a high-volume of reporting crucial for both Investures clients and Investment Team.

Investure manages a global multi-asset portfolio and this person will (i) help lead and manage others and individually contribute to the creation and review of performance analytics in a variety of reports delivered to clients regularly (ii) support ongoing work on portfolio analytics for internal use and for client reporting (iii) work with various datasets to ensure accuracy and reliability of analysis prepared by the team and (iv) collaborate with internal teams on new analytics. This person will be required to partner closely with internal stakeholders across other teams to project manage and deliver a high volume of reporting analytics and insights for non-technical audiences.

The ideal candidate should possess a natural curiosity a strong affinity for quantitative work and a passion for managing and collaborating as a team to deliver a high volume of reporting. This individual will also demonstrate a strong work ethic be detail oriented be willing to develop and improve quantitative abilities and have a strong interest in financial markets.

The position is based in-office with a remote option on 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 $19 billion as of June 2025 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

Lead and manage performance reporting workflows

• Lead many of the Reporting & Analytics teams performance reporting workflows to ensure accurate reporting for a high volume of standard and one-off client reports and materials as well as internal reports and analyses
• Oversee the timely delivery of recurring reports including monthly and quarterly performance reports exposure and liquidity reporting and other portfolio analytics outputs across multiple clients

• Collaborate closely with internal stakeholders and other teams to align timelines expectations and data needs
• Ensure an organized transparent and documented set of workflows so the team can manage competing priorities effectively

Hands-on portfolio and performance analytics

• Use Python and other tools (e.g. Excel) to manipulate data build repeatable analyses and support deeper portfolio insights
• Apply sound performance and portfolio concepts (e.g. IRR vs TWR asset classspecific metrics) to support both client and internal reporting
• Contribute to ongoing development of analytics (e.g. risk/return summaries exposures attribution-style views factor or other public markets analytics)
• Contribute to a culture of high data quality strong process execution and careful review across all reporting outputs

Team development

• Provide day-to-day management and supervision of junior team members
• Help train colleagues on tools methods and best practices
• Model a professional detail-oriented approach and a constructive collaborative attitude
• Serve as a strong collaborator and resource to other teams across the firm

Cross-functional collaboration with other internal teams

• Work with other teams to clarify the core questions behind a request and focus analysis on what truly matters
• Translate investment questions into structured analytic steps and communicate results clearly and on time including key assumptions and caveats
• Participate in ad hoc quantitative analyses across asset classes strategies and managers as needed

Support internal projects and process improvements

• Lead or co-lead internal projects within the Reporting & Analytics team from scoping through execution and delivery
• Do hands-on work alongside junior team members using projects as an opportunity to teach and build skills to train and develop others
• Identify areas where processes or tools can be improved for accuracy and efficiency; take initiative to propose and implement better approaches
• Ensure good practices around documentation consistency and quality control

Responsibilities and title will ultimately be commensurate with the professionals experience and demonstrated faculties and judgment.

Education Experience & Skills

• Generally 8-12 years relevant experience in investment performance reporting portfolio analytics data analytics or a closely related field required
• Bachelors degree with proven academic achievement required; focused degree in math science computer science economics or finance preferred
• Prior people-management and team leadership experience required
• Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and analysis
• Knowledge of alternative investment industry strategies products analytics metrics and portfolio analysis
• Ability to communicate (in written form) insights and takeaways from investment performance results
• Strong attention to detail in quantitative and financial analysis with a process-orientation towards checks and controls
• Ability to handle confidential information with a high degree of professionalism
• Experience collaborating successfully in a multi-disciplinary diverse and dynamic team particularly with investment and client relations professionals a plus
• Experience at an OCIO asset manager institutional allocator or multi-family office a plus
• Progress toward professional designation (e.g. CFA FRM CIPM) or relevant graduate coursework a plus

Technical & Analytical Skills

Required:

• Strong working knowledge of Python or similar language for data analysis (this is not a software engineering level ask Investure has a dedicated software engineering group in-house to assist)
• Comfortable manipulating datasets (e.g. with pandas or similar) writing functions and troubleshooting self-produced code
• Able to produce clear organized scripts and basic reusable components
• Solid understanding of investment performance basics
• Familiar with how different asset classes are typically measured and evaluated

Other Additive Skills:

• Knowledge of Addepar
• Power user of Excel; familiarity with SQL
• Strong grasp of practical statistics and regression concepts (e.g. OLS multivariate regression) and their application to portfolio data
• Familiarity with Git or other version control tools in a team setting
• Exposure to additional analytical languages or tools (e.g. Julia R or BI/visualization platforms)

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 first. 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; improves accuracy and efficiency consistently; demonstrates and cultivates attention to detail
• Team Orientation: Works well as part of a team and helps build a strong culture of teamwork with other teams
• Process Management: Follows protocol and processes and helps to improve them; willing to ask questions
• Planning: Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets high volume of deadlines consistently
• Communication: Demonstrates clear thoughtful and thorough verbal and written skills
• Adaptability: Quick learner; open to change feedback and continuous process improvement

To apply for this position interested parties should visit our website: Experience:

Director