Investment Operations Analyst

New York University; New York (NY); On-site; USD 108,000 - 132,000; Full time

Job summary

New York University is seeking an Investment Operations Analyst to oversee performance analysis and reporting for the Endowment's external investment managers. The role requires a Bachelor's Degree and at least 2 years of relevant experience in financial analysis and reporting. Candidates should possess strong analytical skills, attention to detail, and proficiency in Microsoft Excel along with a commitment to ethical standards. NYU offers a competitive salary range of $108,000 - $132,000 annually.

Qualifications

• 2+ years relevant professional experience, including experience with financial analysis and reporting.
• Proven ability to manage a large volume of data and documents accurately and autonomously.
• Basic awareness of investment strategies.

Responsibilities

• Accountable for ongoing performance analysis and reporting activities related to the Endowment's external investment managers.
• Manage the office’s data collection and retention process using the portfolio management CRM system.
• Produce high-quality work materials for internal and external constituencies.

Skills

Problem-solving skills

Analytic skills

Quantitative skills

Attention to detail

Verbal communication

Written communication

Ability to work autonomously

Ability to exercise sound judgment

Education

Bachelor's Degree

Tools

Microsoft Excel

Total Plan Solutions

Bipsync

Fundamatic

Job description

Position Summary

The Investment Operations Analyst is accountable for the ongoing performance analysis, documentation, and reporting activities of the Investment Office related to the selection, monitoring, and oversight of the Endowment's external investment managers. Manage the office’s data collection and retention process, using the portfolio management CRM system. Partner with the Investment Office team members and with other University departments and external entities, including the Endowment's investment managers and administrators, custodian bank, and auditors. Produce high-quality work, including materials that are readily presentable to constituencies, internal and external to the Investment Office.

Qualifications

Required Education: Bachelor's Degree

Required Experience: 2+ years relevant professional experience, including experience with financial analysis and reporting.

Required Skills, Knowledge and Abilities: Proven ability to accurately and autonomously manage a large volume of data and documents. Basic awareness of and interest in a diverse range of investment strategies. Excellent problem-solving, analytic and quantitative skills, and attention to detail. Advanced proficiency in Microsoft Excel. Ability to establish credibility within the Office and University, and with representatives of external managers and service providers. Ability to manage multiple tasks, meet deadlines, and deliver results in a demanding setting. Strong moral compass and the highest ethical standards. Excellent verbal and written communication skills. Ability to work both autonomously and collaboratively. Ability to exercise sound judgment.

Preferred Skills, Knowledge and Abilities: Proficient in Total Plan Solutions, Bipsync, and Fundamatic.

Additional Information

In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $108,000.00 to USD $132,000.00. New York University 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. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items. NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen.

NYU is an Equal Opportunity Employer and is committed to a policy of equal treatment and opportunity in every aspect of its recruitment and hiring process without regard to age, alienage, caregiver status, childbirth, citizenship status, color, creed, disability, domestic violence victim status, ethnicity, familial status, gender and/or gender identity or expression, marital status, military status, national origin, parental status, partnership status, predisposing genetic characteristics, pregnancy, race, religion, reproductive health decision making, sex, sexual orientation, unemployment status, veteran status, or any other legally protected basis. All interested persons are encouraged to apply at all levels.