POSITION OVERVIEW

We are seeking a full-time Investment Associate who will serve a dual function:

• Investment Analyst: Partner with the CIO and Portfolio Managers on research, portfolio monitoring, and execution across public and private investments.
• Reporting Subject Matter Expert (SME): Manage LWA’s Tamarac Reporting instance, working closely with iCapital and custodians to ensure accurate, reconciled, and timely client reporting.

This role bridges reporting and analysis, requiring exceptional attention to detail, data discipline, and intellectual curiosity. The associate will help ensure LWA’s reporting is institutional-grade while contributing to thoughtful investment decisions.