Investment Operations Analyst

Lensa; Austin (TX); On-site; USD 4,000 - 90,000; Full time

Job summary

A well-regarded university system is looking for an Investment Operations Analyst to provide operational support for a $1.8 billion endowment. This role involves cash management, accounting, reporting, and assisting with tax documents, ideal for someone with analytical skills and attention to detail. Candidates should have a relevant degree along with expertise in investment management systems and tools like Power BI and Excel.

Qualifications

• Bachelor's degree in IT, Finance, Accounting, Economics or related field required.
• 1 year of progressively responsible related experience.
• Experience with investment management systems is a plus.

Responsibilities

• Reconcile capital activity and valuations for data accuracy.
• Monitor and analyze investment data and trends.
• Produce reports related to investment activity.

Skills

Strong analytical skills

Attention to detail

Ability to work collaboratively

Excellent communication skills

Education

Bachelor's degree in IT, Finance, Accounting, Economics

Tools

Power BI

Excel

Power Query

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The Investment Operations Analyst will be responsible for providing investment operational support for the $1.8 billion endowment, as well as the $1.3 billion operational pool, at the Texas Tech University System. The role will primarily focus on duties within Cash Management, Accounting, Data Management, and Reporting, but will also include various other investment operational duties.

Requisition ID:

41059BR

Travel Required:

Up to 25%

Major/Essential Functions:

Reconcile capital activity and valuations to ensure data accuracy and integrity

Monitor and analyze investment data, identifying trends and resolving any discrepancies

Produce and maintain reports related to investment activity and performance

Assist with monitoring receipt of tax documents from external investment managers

Perform cash reconciliations

Assist with various operational processes, like derivative reconciliations

Create dashboards and reports using investment management systems, Excel, Power Query and Power BI

Grant Funded?:

No

Minimum Hire Rate:

4185.67

Pay Basis:

Monthly

Work Location:

Austin

Preferred Qualifications:

Experience with the Power Suite in Microsoft including Power Query and Power BI

Strong analytical skills and attention to detail

Ability to work collaboratively in a team environment

Excellent communication skills, both written and verbal

Experience with investment management systems and/or performance reporting systems such as Caissa, Fact Set IRN, and Evestment is a plus

Department:

Office of Investments

Required Attachments:

Cover Letter, Professional/Personal References, Resume / CV

Job Type:

Full Time

Job Group:

Business Professionals

Shift:

Day

Required Qualifications:

Bachelor's degree in IT, Finance, Accounting, Economics or a related field required plus one year progressively responsible related experience.

Does this position work in a research laboratory?:

No

Safety Information:

Adherence to robust safety practices and compliance with all applicable health and safety regulations are responsibilities of all TTU employees.

Pay Statement:

Compensation is commensurate upon the qualifications of the individual selected and budgetary guidelines of the hiring department, as well as the institutional pay plan. For additional information, please reference the institutional pay plan by visiting www.depts.ttu.edu/hr/payplan.

EEO Statement:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information or status as a protected veteran.

About the University:

Established in 1996, the Texas Tech University System is one of the top public university systems in the nation, consisting of five universities – Texas Tech University, Texas Tech University Health Sciences Center, Angelo State University, Texas Tech University Health Sciences Center El Paso and Midwestern State University.

Headquartered in Lubbock, Texas, the TTU System is a more than $3 billion enterprise focused on advancing higher education, health care, research and outreach with approximately 21,000 employees and 63,000 students, more than 400,000 alumni, a statewide economic impact of $16.4 billion and an endowment valued at $1.7 billion. In its short history, the TTU System has grown tremendously and is nationally acclaimed, operating at 24 academic locations in 20 cities (18 in Texas, 2 international).

In addition, the TTU System is one of only nine in the nation to offer programs for undergraduate, medical, law, nursing, pharmacy, dental and veterinary education, among other academic areas.

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41059BR Extended Job Title: Investment Operations Analyst Position Description: The Investment Operations Analyst will be responsible for providing investment operational support for the $1.8 billion endowment, as well as the $1.3 billion operational pool, at the Texas Tech University System. The...