Hybrid Investment Operations & Data Analyst

National Christian Foundation; Alpharetta (GA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

National Christian Foundation in Alpharetta, Georgia, seeks an Investment Operations Analyst to maintain accurate investment data, reconcile activity, and support reporting across internal systems and external partners.

The role requires attention to detail, investment literacy, and collaboration with Finance, managers, custodians, and reporting platforms to ensure timely, decision-useful information for leadership.

Qualifications

• Bachelor's degree in finance, economics, business, accounting, or related field required.
• Three to five years of experience in accounting or financial services; exposure to operations and strategy is preferred.
• Experience or strong interest in investment management.

Responsibilities

• Reviews pool cash allocations and coordinates cash movements with Finance & Accounting.
• Coordinates all cash transactions, including capital calls, distributions, and house cash transactions.
• Updates Giver-recommended alternative investment balances quarterly in internal systems.
• Supports monthly, quarterly, and yearly investment reporting by coordinating data collection, validation, review, distribution, and follow-up with relevant stakeholders.
• Oversees onboarding of new investment accounts across pools and Giver-recommended Alternatives, ensuring documentation is complete.

Skills

Investment data analysis

Microsoft Office

Data reconciliation

Analytical thinking

Communication skills

Attention to detail

Education

Bachelor's degree in finance, economics, business, accounting, or related field

Tools

Clearwater

Excel

Job description

National Christian Foundation in Alpharetta, Georgia, seeks an Investment Operations Analyst to maintain accurate investment data, reconcile activity, and support reporting across internal systems and external partners.

The role requires attention to detail, investment literacy, and collaboration with Finance, managers, custodians, and reporting platforms to ensure timely, decision-useful information for leadership.