Reporting & Analytics – Senior Analyst/Analyst

at  Investure

JOB SUMMARY

This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to a senior member of the group, this role will be primarily responsible for supporting a diverse set of performance analytics and reporting tasks crucial for both Investure’s 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 team’s 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 firm operates with a set hybrid schedule of at least three days in-office and two days of remote work.

Education, Experience & Skills

• 2+ years relevant experience for Analyst level; 4+ years for Senior Analyst level
• Bachelor’s 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 professionalis

• 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

• 2+ years relevant experience for Analyst level; 4+ years for Senior Analyst level
• Bachelor’s 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