Investure, LLC · 3 days ago
Reporting & Analytics Associate
Charlottesville, Virginia, United States
Full-time
Hybrid
Mid, Senior Level
4+ years expInvesture, LLC is a company based in Charlottesville, Virginia, serving as an outsourced investment office for non-profit endowments and private foundations. They are seeking a Reporting & Analytics Associate to support performance analytics and reporting tasks, ensuring data accuracy and collaboration with internal teams.
Angel InvestmentAsset ManagementNon Profit
No H1B
Responsibilities
Produce and review all aspects of portfolio reporting for clients and the Investment Team, including monthly and quarterly performance reports, annual performance reports, exposure reporting and analysis, benchmark and comparative analysis, liquidity analytics, portfolio stress testing, and private portfolio modeling
Handle a variety of ad-hoc data projects, as needed, with high attention to detail and a strong ability to prioritize and juggle multiple deliverables
Communicate effectively with internal stakeholders regarding workflows, deadlines, and priorities to help manage a high volume of deliverables
Support the development and maintenance of proprietary data systems, applying statistical and quantitative methods in financial modeling and performance analytics when needed
Lead training sessions for those who need and use firm’s reporting and risk software applications
Be proactive in offering thoughts around 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 accounting tools
Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language, along with other database tools, to add value to team deliverables
Provide support and quality control to reconciliation efforts to ensure data quality for deliverables
Assist team as needed on the implementation of new tools and tool integration into the wider data framework
Oversee the data analytics team version control environment and drive improvements in our process automation goals
Help train, mentor, and supervise junior teammates
Qualification
Required
4-7+ years relevant experience required
Proficient using standard office software such as Word, PowerPoint, Outlook
Power user of Excel
Some Python proficiency is required (or similar language like Julia/R)
Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and 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
Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives
Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures
Puts the team mission and clients first. Illustrates mission driven outlook and approach
Puts long-term interests above short-term goals. Focuses on the greater good
Takes a collaborative and selfless approach. Operates under the 'Golden Rule'
Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals
Identifies and corrects mistakes; improves accuracy and efficiency consistently; demonstrates and cultivates attention to detail
Works well as part of a team and helps build a strong culture of teamwork with other teams
Follows protocol and processes and helps to improve them; willing to ask questions
Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets deadlines consistently
Demonstrates clear, thoughtful and thorough verbal and written skills
Quick learner; open to change, feedback, and continuous process improvement
Preferred
Bachelor's degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
Basic knowledge of SQL is useful but can be learned on the job
Some knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals is a plus
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