Endowment Investment Operations Analyst

Kauffman Group; Kansas City (MO); On-site; USD 70,000 - 95,000; Full time

Job summary

The Ewing Marion Kauffman Foundation in Kansas City, MO seeks an Investment Operations Analyst to support a $3 billion portfolio. You will assist the Investments team with daily and monthly processes, ensuring accurate records and strong controls.

This role requires careful execution, analytical skills, and collaboration with custodians, fund managers, and service providers; you will reconcile data, monitor cash flows, and help strengthen reporting and processes.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or Data Analytics preferred; equivalent experience considered.
• At least three years of work experience in a business environment preferred.
• Strong Excel skills and ability to work with data from multiple sources.

Responsibilities

• Manage cash and investment activity across accounts.
• Reconcile and maintain investment records across custodians and internal systems.
• Support recurring investment operations reports for financial reporting and audits.
• Partner with investment, finance, and external providers to resolve operational questions.
• Identify recurring errors and strengthen processes and controls.

Skills

Excel

Analytical skills

Attention to detail

Written communication

Education

Bachelor’s degree in Finance, Economics, Accounting, or Data Analytics

Tools

CRM

Portfolio management system

Investment accounting systems

Job description

The Ewing Marion Kauffman Foundation in Kansas City, MO seeks an Investment Operations Analyst to support a $3 billion portfolio. You will assist the Investments team with daily and monthly processes, ensuring accurate records and strong controls.

This role requires careful execution, analytical skills, and collaboration with custodians, fund managers, and service providers; you will reconcile data, monitor cash flows, and help strengthen reporting and processes.