Investure, LLC ยท 1 day ago
Reporting & Analytics Analyst/Senior Analyst
Charlottesville, VA
Full-time
Hybrid
Entry, Mid, Senior Level
1+ years expInvesture, LLC is an outsourced investment office managing a complex multi-asset portfolio for non-profit endowments and private foundations. The Reporting & Analytics Analyst/Senior Analyst will support performance analytics and reporting tasks, ensuring data accuracy and reliability for both clients and the Investment Team.
Angel InvestmentAsset ManagementNon Profit
No H1B
Responsibilities
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
Qualification
Required
1-2+ years of relevant experience is preferred for a senior analyst role; however, we are willing to train candidates for an analyst position who have strong quantitative and analytical skills without prior full-time work experience
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
Preferred
A focused degree in math, science, computer science, economics or finance preferred
Basic knowledge of SQL and familiarity with Python or Julia is a strong plus but not required
Company
Investure, LLC
Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bruce Miller
CEO
Puja Seam
Chief Operating Officer
Company data provided by crunchbase