Investment Analyst IV

Rochester Institute of Technology; United States; Hybride; USD 82 000 - 95 000; Plein temps

Résumé du poste

Rochester Institute of Technology seeks a senior professional to provide advanced oversight of investment and endowment operations, combining portfolio analysis and investment research with financial reporting and compliance.

You will work within the Controller’s Office to ensure accurate management of investment activities and donor-restricted funds in alignment with institutional objectives and regulatory requirements.

Qualifications

• Bachelor's degree in related field and at least 7 years of relevant experience.
• Knowledge of accounting, finance, budgeting practices and compliance.
• Knowledge of capital markets, investment practices, regulations and reporting.

Responsabilités

• Regularly reviews investment performance and identifies improvement opportunities.
• Conducts research on investment opportunities and market conditions.
• Develops and implements investment strategies evaluating asset classes and market trends.
• Manages financial records for all investment activities with donor compliance and regulations.
• Prepares and reconciles financial statements and reports with detailed documentation.
• Engages with internal/external stakeholders providing reports on investments, fund allocations and endowments.
• Oversees administrative and accounting processes related to investments and ensures accuracy and audit readiness.

Connaissances

Accounting

Finance

Capital markets

Portfolio analysis

Microsoft Office

Formation

Bachelor's degree in related field

Outils

Excel

Financial software

Description du poste

Position Highlights

Provides advanced oversight of investment and endowment operations, combining portfolio analysis and investment research with financial reporting, accounting, and compliance responsibilities. Serves as a key partner in ensuring investment activities and endowment funds are accurately managed and aligned with RIT’s financial objectives and donor requirements.

Controller's Office

The Controller’s Office (CTO) is comprised of accounting and financial professionals who work together to provide accurate, timely, and actionable information and services to our customers while acting as good stewards of the university's financial resources.

Essential Duties & Responsibilities

• Regularly reviews investment performance, identifying trends and opportunities for improvement
• Conducts thorough research on potential investment opportunities and market conditions.
• Develops and implements robust investment strategies by evaluating various asset classes and market trends
• Handles financial records for all investment activities, ensuring accuracy, compliance with donor requirements, and adherence to all applicable regulations.
• Prepares and reconciles financial statements and reports, maintaining meticulous documentation to support portfolio management
• Engages with internal and external stakeholders by providing detailed reports and responding promptly to inquiries about investments, fund allocations, and the status of endowments
• Oversees and streamlines administrative and accounting processes related to investments.
• Manages reconciliations, prepares financial statements, and ensures compliance with accounting standards and audit requirements
• Works closely with internal teams and external partners, such as custodians and vendors, to streamline operations, resolve discrepancies, and maintain regulatory compliance
• Other duties as assigned

Knowledge, Skills, & Abilities

• Knowledge of accounting, finance, and budgeting practices and protocols to ensure accurate financial management and compliance
• Knowledge of capital markets and investment practices, principles, and regulations
• Knowledge of enterprise-wide financial applications and Microsoft Office
• Skill in synthesizing and analyzing financial data and preparing detailed reports to support decision-making and budgeting activities
• Skill in written, verbal, and interpersonal communication and customer service
• Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
• Ability to work independently with minimal supervision and exercise professional judgment regarding financial decisions

Minimum Education & Experience

Bachelor's degree in related field 7 years of relevant experience Equivalent combination of experience and education may be considered

Job Level Overview

Specialized Contributor Level 4 - An advanced/lead role requiring a high degree of knowledge and recognized expertise in the profession or field. Manages large projects, programs, or specialized assignments that are strategic in nature and are without precedent and/or structure. Typically serves as a mentor to less experienced staff and reviews or delegates work.

FLSA Category

Exempt

Work Location

Hybrid

Compensation

$81,600 - $95,000

Additional Details

In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law. If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request to [e-mail]. Determinations on requests for reasonable accommodation will be made on a case‑by‑case basis.

Founded in 1829, Rochester Institute of Technology has a long-standing history of innovation that blends the arts, technology, and experiential learning. In addition to its main campus in Rochester, New York, RIT maintains a strong international presence with over 100 active global partnerships and international campuses in Croatia, Dubai, and Kosovo. As of Fall 2024, total student enrollment across all campuses exceeded 21,000. Nationally recognized for its co-op and internship programs, RIT is supported by more than 4,000 dedicated faculty and staff members committed to student success. Its 1,300‐acre suburban campus features cutting‑edge facilities that reflect RIT’s strengths in applied research, design, and workforce development.