Investment Fund Operations Analyst — Hybrid DC

Accion International; Washington (District of Columbia); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid holidays and paid time-off

Job summary

Accion Impact Management LLC in Washington, DC is seeking an Investment Fund Operations Analyst to support operational, reporting, compliance, and governance activities across AIM’s investment funds.

You will coordinate reporting deliverables, maintain investor data, assist with regulatory and audit requirements, and help implement AI-driven dashboards and process improvements in a fast-paced financial environment.

Qualifications

• Two years of work experience in fund operations, investment management, or financial services.
• Bachelor’s degree required in Business, Economics, Finance or related field.
• Proficiency with Office Suite, especially Excel.
• Comfort using AI tools to support research and day-to-day processes.
• Knowledge of financial analysis is a plus.
• Strong organizational and documentation skills; effective communication.

Responsibilities

• Manage AIM-level investor and portfolio reporting, including materials and performance narratives.
• Coordinate quarterly and annual reporting timelines end-to-end.
• Prepare and update Board Reports and materials for Executive Committee meetings.
• Support fundraising data room governance and access control.
• Assist analytics platform transition and track milestones.
• Oversee vendor administration and contract renewals.
• Develop dashboards and lightweight automation with IT collaboration.
• Provide ad hoc reporting to Managing Partners as needed.

Skills

Analytical thinking

Strong communication

Time management

Attention to detail

Problem solving

Education

Bachelor's degree

Tools

Excel

Office Suite

AI tools (e.g., Claude, Copilot)

Job description

Accion Impact Management LLC in Washington, DC is seeking an Investment Fund Operations Analyst to support operational, reporting, compliance, and governance activities across AIM’s investment funds.

You will coordinate reporting deliverables, maintain investor data, assist with regulatory and audit requirements, and help implement AI-driven dashboards and process improvements in a fast-paced financial environment.