Investure, LLC · 1 day ago
Reporting & Analytics Associate
Charlottesville, VA
Full-time
Hybrid
Mid, Senior Level
4+ years expInvesture, LLC is an outsourced investment office serving non-profit endowments and private foundations. The Reporting & Analytics Associate will support performance analytics and reporting tasks crucial for clients and the Investment Team, contributing to portfolio analytics and ensuring data accuracy.
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
Bachelor's degree with proven academic achievement required; 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 is useful but can be learned on the job
Some Python proficiency is required (or similar language like Julia/R)
Some knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
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
Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals is a plus
Preferred
Focused degree in math, science, computer science, economics or finance preferred
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