Endowment Investment Operations Analyst

Ewing Marion Kauffman Foundation; United States; On-site; USD 95,000 - 120,000; Full time

Job summary

The Investment Operations Analyst role at the Ewing Marion Kauffman Foundation supports the Investments team in managing a multi-billion portfolio, handling daily and monthly processes, and ensuring accurate records and effective controls.

You will collaborate with the Director of Investment Operations, custodians, fund managers, and service providers, taking ownership of complex tasks and improving processes as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or Data Analytics preferred.
• At least three years of work experience in a business environment.
• Travel may be required for this position.

Responsibilities

• Manage cash and investment activity, tracking liquidity and funding.
• Reconcile and maintain investment records across custodians and systems.
• Support reporting, controls, and collaboration with finance and external providers.

Skills

Excel skills

Attention to detail

Written communication

Self-direction

Team collaboration

Education

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

Tools

Portfolio management system

CRM

Investment accounting systems

Job description

The Investment Operations Analyst role at the Ewing Marion Kauffman Foundation supports the Investments team in managing a multi-billion portfolio, handling daily and monthly processes, and ensuring accurate records and effective controls.

You will collaborate with the Director of Investment Operations, custodians, fund managers, and service providers, taking ownership of complex tasks and improving processes as needed.