Investment Operations Analyst – Remote Start

The Packard Foundation; San Francisco (CA); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Retirement plan 15% employer contrib.

Life insurance

Disability insurance

Paid time off to volunteer

Tuition assistance

Commuting assistance

Job summary

The David and Lucile Packard Foundation seeks an Investment Operations Analyst to join our Investments team. This role offers exposure to all aspects of investment operations across asset classes and works closely with team members to ensure accurate reporting and efficient processes.

Initially remote, the position will require onsite work at our downtown Los Altos offices once reopened. A strong detail focus and collaborative mindset will help support the Foundation’s mission and endowment

Qualifications

• Strong orientation to detail and accuracy and excellent organizational skills.
• Ability to work effectively under pressure.
• Strong and demonstrated quantitative and analytical skills.
• Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team.
• Ability to work effectively remotely until the Foundation offices reopen.
• Ability to travel as needed once travel restrictions are lifted.

Responsibilities

• Research and resolve investment operations and accounting issues in a timely and accurate way.
• Ensure the integrity of performance data.
• Generate and reconcile daily, monthly, quarterly, and annual investment reports.
• Process investment cash flows and assist with cash forecasts.
• Maintain ongoing relationships with the custodial bank, vendors, and internal groups.
• Prepare materials for quarterly Investment Committee meetings.
• Track and maintain investment-related information on central spreadsheets and databases.
• Manage operations requests from Investment team members.
• Undertake special projects as requested.

Skills

Detail orientation

Work under pressure

Analytical skills

Self-starter

Remote work capability

Travel readiness

Education

Bachelor’s degree

Job description

The David and Lucile Packard Foundation seeks an Investment Operations Analyst to join our Investments team. This role offers exposure to all aspects of investment operations across asset classes and works closely with team members to ensure accurate reporting and efficient processes.

Initially remote, the position will require onsite work at our downtown Los Altos offices once reopened. A strong detail focus and collaborative mindset will help support the Foundation’s mission and endowment