Investure, LLC · 8 hours ago
Reporting & Analytics Associate Director/Director
Charlottesville, VA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expInvesture, LLC is a mission-driven organization that serves as an outsourced investment office for non-profit endowments and private foundations. They are seeking a senior member for their Reporting & Analytics Team to lead and manage performance reporting workflows, contribute to portfolio analytics, and collaborate with internal teams to deliver insights and analytics for clients.
Angel InvestmentAsset ManagementNon Profit
No H1B
Responsibilities
Lead and manage performance reporting workflows
Oversee the timely delivery of recurring reports, including monthly and quarterly performance reports, exposure and liquidity reporting, and other portfolio analytics outputs across multiple clients
Collaborate closely with internal stakeholders and other teams to align timelines, expectations, and data needs
Ensure an organized, transparent, and documented set of workflows, so the team can manage competing priorities effectively
Use Python and other tools (e.g., Excel) to manipulate data, build repeatable analyses, and support deeper portfolio insights
Apply sound performance and portfolio concepts (e.g., IRR vs TWR, asset class–specific metrics) to support both client and internal reporting
Contribute to ongoing development of analytics (e.g., risk/return summaries, exposures, attribution-style views, factor or other public markets analytics)
Contribute to a culture of high data quality, strong process execution, and careful review across all reporting outputs
Provide day-to-day management and supervision of junior team members
Help train colleagues on tools, methods, and best practices
Model a professional, detail-oriented approach and a constructive, collaborative attitude
Serve as a strong collaborator and resource to other teams across the firm
Work with other teams to clarify the core questions behind a request and focus analysis on what truly matters
Translate investment questions into structured analytic steps and communicate results clearly and on time, including key assumptions and caveats
Participate in ad hoc quantitative analyses across asset classes, strategies, and managers, as needed
Lead or co-lead internal projects within the Reporting & Analytics team, from scoping through execution and delivery
Do hands-on work alongside junior team members, using projects as an opportunity to teach and build skills to train and develop others
Identify areas where processes or tools can be improved for accuracy and efficiency; take initiative to propose and implement better approaches
Ensure good practices around documentation, consistency, and quality control
Qualification
Required
Generally, 8-12+ years relevant experience in investment performance reporting, portfolio analytics, data analytics, or a closely related field required
Prior people-management and team leadership experience required
Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and analysis
Knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio 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
Strong working knowledge of Python or similar language for data analysis (this is not a software engineering level ask – Investure has a dedicated software engineering group in-house to assist)
Comfortable manipulating datasets (e.g., with pandas or similar), writing functions, and troubleshooting self-produced code
Able to produce clear, organized scripts and basic reusable components
Solid understanding of investment performance basics
Familiar with how different asset classes are typically measured and evaluated
Preferred
Bachelor's degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals, a plus
Experience at an OCIO, asset manager, institutional allocator, or multi-family office, a plus
Progress toward professional designation (e.g., CFA, FRM, CIPM) or relevant graduate coursework, a plus
Knowledge of Addepar
Power user of Excel; familiarity with SQL
Strong grasp of practical statistics and regression concepts (e.g., OLS, multivariate regression) and their application to portfolio data
Familiarity with Git or other version control tools in a team setting
Exposure to additional analytical languages or tools (e.g., Julia, R, or BI/visualization platforms)
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