Endowment Investment Operations Specialist

Scottish Rite for Children; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Scottish Rite for Children in Dallas seeks an Investment Operations Analyst Sr to support daily investment analysis, cash flow forecasting, and endowment operations across multiple pools. The role provides exposure to equities, fixed income, private markets, and hedge funds within a mission-driven nonprofit environment.

You will prepare valuation analyses, assist with portfolio implementation, and contribute to performance reporting and compliance reviews, partnering with senior investment staff

Qualifications

• Bachelor’s degree with three years related experience in an endowment/foundation environment.
• Strong analytical and quantitative skills with ability to synthesize large data sets.
• Experience with investment management databases and spreadsheets.

Responsibilities

• Prepare daily investment valuation and fluctuation analyses.
• Support endowment operations, cash flow forecasting, and portfolio implementation.
• Produce monthly and quarterly performance reporting and attribution reports.
• Monitor investment guidelines and compliance reviews.
• Assist with Board Investment Committee materials.

Skills

Investment analysis

Portfolio analysis

Performance measurement

GIPS knowledge

Data synthesis

Deadline oriented

Education

Bachelor’s degree in finance, accounting, business

Tools

Zephyr/PSN

eVestment

Wilshire Compass

Job description

Scottish Rite for Children in Dallas seeks an Investment Operations Analyst Sr to support daily investment analysis, cash flow forecasting, and endowment operations across multiple pools. The role provides exposure to equities, fixed income, private markets, and hedge funds within a mission-driven nonprofit environment.

You will prepare valuation analyses, assist with portfolio implementation, and contribute to performance reporting and compliance reviews, partnering with senior investment staff