Investment Operations & Data Analyst/Associate, AFO Capital, Fort Worth

Andsimple; Fort Worth (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

AFO Capital, a Fort Worth-based single family office, seeks a highly analytical, systems-oriented professional to own investment operations end to end. You will manage data integrity, reporting outputs and systems infrastructure across the investment platform in a hands-on, cross-functional role.

This in-person, full-time position collaborates with accounting, IT and legal teams to ensure accurate data, scalable processes and governance across public and private markets, with a strong emphasis

Qualifications

• Bachelor's degree with 3–7 years of experience in investment operations, data, analytics.
• Strong understanding of investments across public and private markets.
• Advanced Excel proficiency and strong data/system integration skills.
• Ability to design, build, and scale reporting, systems and data infrastructure.
• Translate business needs into data-driven solutions across workflows.
• High attention to detail and ownership mindset.

Responsibilities

• Own investment data across management systems, ensuring accuracy and completeness.
• Design, build, and maintain reporting and analytics infrastructure.
• Maintain scalable processes and documentation for operations.
• Bridge across teams for input, accuracy, and governance of data.
• Lead continuous improvement initiatives for data, systems, and workflows.

Skills

Advanced Excel

Data structures

System integrations

Ownership mentality

Education

Bachelor's degree

Tools

MSCI/Total Plan Manager

Tamale

Bloomberg

Job description

A Fort Worth single family office (AFO Capital) is hiring a systems-oriented professional to own investment operations end to end: data integrity, reporting outputs and systems infrastructure across its investment platform. Sits at the intersection of data infrastructure, reporting/analytics and investment operations. Explicitly not an investment, accounting-execution or IT role.

Overview of the Company: The company is a single family office for a Fort Worth-based family. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various investment partnerships and trusts, their private trust company, and their private foundation. Some of the key functions of the office include: investment and portfolio management; accounting, record keeping and financial reporting; trust administration; coordination of tax planning and trust and estate planning; and coordination of charitable activities.

The company's investment and portfolio management program consists of: (1) allocations to outside investment managers focused on fixed income, global equities, absolute return strategies, and private equity and venture capital funds; (2) direct investments in real estate; (3) selective direct investments in private companies and other private market opportunities, primarily through co-investments; and (4) tactical allocation decisions at the asset class and investment level.

Overview of the Position: The company is seeking a highly analytical, systems-oriented professional to have primary ownership over investment operations including data integrity, reporting outputs, and systems infrastructure. This role sits at the intersection of data infrastructure, reporting/analytics, and investment operations, owning the full lifecycle from data ingestion to decision-ready outputs. The ideal candidate is deeply passionate about operations, data, infrastructure, systems, and process design and has sufficient familiarity with investments and accounting to operate effectively within a complex investment ecosystem. This is a full-time, in-person position in Fort Worth, Texas, supporting the Investment Team and working collaboratively with accounting, IT, and legal roles within the office.

Data Architecture & Integrity

• Own and maintain the firm's investment data across investment management systems (e.g. MSCI/Total Plan Manager, Tamale, etc.), ensuring accuracy, consistency, and completeness of data
• Validate and monitor portfolio and investment data (exposures, transactions, market values, etc.) across investment management systems
• Maintain mapping of data from the accounting system to the investment management systems; partner with accounting as needed to ensure alignment and integrity
• Maintain and enhance transparency data within investment management systems

Reporting & Analytics

• Design, build, and maintain reporting and analytics infrastructure (performance, exposure, liquidity, and ad hoc analytics)
• Develop and enhance reporting frameworks, dashboards, and decision-support tools to support performance measurement and analytics across systems
• Produce and deliver accurate and timely portfolio and investment reporting (monthly, quarterly, annually) for the Investment Team, the Investment Committee, and other stakeholders

Systems, Infrastructure & Process Design

• Design and enhance scalable processes and workflows, driving automation and efficiency across the platform
• Create and maintain process documentation, operational due diligence playbooks, and document/knowledge management systems

Cross-Functional Coordination & Operations

• Serve as a bridge across teams for all investment data and reporting input and accuracy
• Support cross-functional initiatives and investment operations, including operational due diligence for new and existing investments

Continuous Improvement & Strategic Support

• Lead continuous improvement initiatives across data, systems, and workflows to enhance efficiency, accuracy, and scalability
• Ensure data and systems support compliance, governance, and reporting requirements across stakeholders
• Evolve data, reporting, and analytics capabilities to meet changing business needs and strengthen operational resilience

This role is: not an investment role and will not evolve into one; not responsible for accounting execution or financial reporting; not a legal role; not purely technical/engineering/IT, but is highly systems-oriented.

Education and Experience Qualifications — Required

• Bachelor's degree with 3 to 7 years of relevant experience in investment operations, data, analytics, or a related field
• Strong understanding of investment concepts across public and private markets and working knowledge of accounting and reporting frameworks
• Advanced Excel proficiency and strong understanding of data structures, workflows, and system integrations
• Demonstrated ability to design, build, and scale reporting, systems, processes, and data infrastructure
• Ability to translate business needs into data-driven solutions across workflows
• Exceptional attention to detail, high ownership mentality, and commitment to data integrity

Preferred

• Experience within a family office, endowment, foundation, or institutional investment platform
• Experience with or interest in leveraging AI and automation tools to enhance data analysis and streamline operations
• Background in investment operations, computer science, data science, or a related field
• Experience with investment systems (e.g., MSCI/Total Plan Manager, Tamale, Bloomberg) and/or industry data tools
• Potential certifications in data analytics, process improvement, or project management

Compensation and Benefits: base salary and annual bonus vary based on experience; health, dental, vision and basic life insurance; 401(k) plan with 100% match on the first 3% and 50% match on the next 2% of employee contributions.