Endowment Investment Associate: Financial Analytics

Queen's University; Kingston; Hybrid; CAD 60,000 - 85,000; Full time

Job summary

Queen's University in Kingston, Ontario, is seeking a finance professional to analyze and report on the Pooled Endowment Fund, Pooled Investment Fund, Sinking Fund, and Short-Term Funds. You will validate monthly statements and support the Investment Administrator’s reporting quality.

The role involves maintaining financial databases, liaising with the Custodian, and assisting Investment Managers with asset rebalancing. A four-year degree and 2–3 years of relevant experience are required.

Qualifications

• Four-year degree in a relevant field or equivalent experience.
• Experience in financial reporting and investment fund administration.
• Strong analytical and communication skills.

Responsibilities

• Analyzes and reports on endowment and investment funds, monitoring cash flow.
• Liaises with custodians and investment managers on discrepancies and transfers.
• Validates monthly statements against holdings and maintains databases.
• Assists with asset rebalancing and ensures timely, accurate reporting.
• Performs additional duties to support the Investment/Finance team.

Skills

Financial reporting

Cash flow analysis

Attention to detail

Communication

Education

Bachelor's degree

Tools

Excel

SQL

ERP systems

Job description

Queen's University in Kingston, Ontario, is seeking a finance professional to analyze and report on the Pooled Endowment Fund, Pooled Investment Fund, Sinking Fund, and Short-Term Funds. You will validate monthly statements and support the Investment Administrator’s reporting quality.

The role involves maintaining financial databases, liaising with the Custodian, and assisting Investment Managers with asset rebalancing. A four-year degree and 2–3 years of relevant experience are required.