Texas Christian University · 14 hours ago
Investment Data Analyst
Fort Worth, TX
Full-time
Onsite
Entry Level
2+ years expTexas Christian University is seeking an Investment Data Analyst to support their Investment Management office. The role involves ensuring accurate data workflows, supporting investment operations, and enhancing data integration and automation processes.
Higher Education
Responsibilities
Onboards new investments, records transactions, and analyzes complex and non-traditional investments which involve non-standard contracts, cash flow processing, valuations, liquidity terms, various investment attributes, and document management throughout the investment lifecycle
Supports trade processing, cash management, capital calls/distributions, and performance reporting workflows
Monitors data quality, identifies discrepancies, and ensures timely resolution with internal teams and external partners
Assists in the preparation of investment reports, dashboards, and periodic portfolio analytics
Maintains staff confidence and protect operations by keeping information confidential
Pulls data from various systems (e.g., custodians, fund administrators, CRM, portfolio monitoring tools) via APIs, scheduled extracts, or custom scripts
Evaluates data infrastructure and builds and maintains automated pipelines to ingest, clean, and validate data
Collaborates with technology partners to enhance data architecture, troubleshoot integration issues, and ensure system reliability
Implements quality checks and exception reporting to improve data accuracy and operational efficiency
Writes and maintains light scripts (e.g., Python, SQL, or similar languages) to transform and move data between systems
Supports the design and maintenance of datasets used for performance measurement, risk analytics, and investment reporting
Creates documentation and standard operating procedures for data workflows and integrations
Performs other related duties as assigned
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Data Science, Computer Science, or related field
2 years of experience in investment operations, financial analytics, fund administration, or a similar role
Experience writing basic Python and/or SQL queries or scripts
Ability to work with APIs, JSON data structures, and system-to-system integrations
Knowledge of various investment products (private equity, hedge funds, public markets, alternatives, etc.)
Skill in effective written and verbal communication of complex information
Ability to translate technical results into clear insights for non-technical stakeholders
Ability and eagerness to learn new tools, APIs, and automation techniques
Ability to work with large data sets and troubleshooting data inconsistencies
Ability to work effectively across investment, technology, finance, and external partners
Ability to be self-motivated and willing to work both independently and collaboratively
Ability to manage multiple projects and meet deadlines
Ability to stay organized and show a strong discipline around documentation, process adherence, and data governance
Ability to identify root causes and implement scalable solutions
Ability to adjust to rapid changes and execute fluid management of multiple priorities in a dynamic setting
Ability to work comfortably at the intersection of operations, technology, and investment analytics
Ability to maintain exceptional attention to detail and commitment to delivering error free work
Preferred
CFA, CAIA, FRM or CPA
Experience with data warehouse environments (e.g., Snowflake, Redshift, BigQuery, Azure SQL)
Experience with ETL/ELT tools (e.g., Fivetran, Airflow, dbt)
Experience improving or automating operational workflows
Knowledge of portfolio accounting platforms or investment management systems
Understanding of reporting/visualization tools (e.g., Power BI, Tableau)
Company
Texas Christian University
TCU's Mission: To educate individuals to think and act as ethical leaders and responsible citizens in the global community.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Travis Cook
Deputy Chief Technology Officer
Aaron Muñoz
Chief Information Security Officer
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