Operations Associate - Investment Office

Carnegie Mellon University

Pittsburgh (Allegheny County)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Comprehensive medical, prescription, dental, and vision insurance

Retirement savings program with employer contributions

Tuition benefits

Paid time off and observed holidays

Life and accidental death & disability insurance

Free Pittsburgh Regional Transit bus pass

Family Concierge support for childcare needs

Fitness center access

Job summary

Carnegie Mellon University’s Investment Office is seeking an Operations Associate, responsible for managing critical processes and financial reporting related to the endowment. The role includes onboarding new investment managers, coordinating requests, and preparing portfolio analytics.

Candidates should have a Bachelor’s degree in business or a related field, and a minimum of five years’ experience in finance or accounting. Comprehensive benefits include health insurance, retirement savings program, and more.

Qualifications

Minimum five years’ experience in finance, accounting, or auditing.
Knowledge of GAAP and IFRS financial documents.
Technical proficiency in analyzing large data sets.

Responsibilities

Onboard new external investment managers by managing documentation and processes.
Monitor investment manager requests and coordinate with investment team members.
Review quarterly valuations and transactions for the Long‑Term Pool investment portfolio.

Skills

Finance

Accounting

Analytical Skills

Communication Skills

Microsoft Excel

Problem-solving

Organizational Skills

Teamwork

Education

Bachelor’s degree in business, accounting, economics, or finance

Tools

Dynamo

Geneva Advent

BNY Nexen

Microsoft PowerBI

Job description

Operations Associate – Investment Operations, Risk, and Analytics

Carnegie Mellon University’s Investment Office is seeking an Operations Associate to manage critical process, control, and recording responsibilities for endowment financial reporting and analytics.

Responsibilities

Onboard new external investment managers by managing documentation and processes.
Monitor investment manager requests and coordinate with the responsible investment team members.
Review quarterly valuations and transactions for the Long‑Term Pool investment portfolio and post accounting entries in the general ledger.
Prepare dashboards and periodic portfolio analytics.
Track portfolio company‑level data for private equity fund investments.
Conduct operational due diligence reviews for private equity and hedge fund managers.
Assist with AI integration projects within the Investment Office.
Support audit, tax, and other regulatory filings.

Qualifications

Bachelor’s degree in business, accounting, economics, or finance (CPA desired).
Minimum five years’ experience in finance, accounting, or auditing.
Knowledge of professional practice in financial accounting and reporting, internal controls, and external reporting.
Ability to read, interpret, and analyze GAAP and IFRS financial documents.
Problem‑solving skills and ability to gather and analyze information efficiently.
Technical proficiency in Microsoft Excel and ability to analyze large data sets.
Team player with strong organizational skills, accuracy, and attention to detail.
Excellent interpersonal, listening, and communication skills with high professional ethics.
Experience with investment operations platforms such as Dynamo, Geneva Advent, BNY Nexen, or Microsoft PowerBI is a plus.

Requirements

Successful completion of a pre‑employment background check is required.

Benefits