Portfolio Analytics & Reporting Specialist

Investure; Charlottesville (VA); Hybrid; USD 120,000 - 130,000; Full time

Job summary

Investure, based in Charlottesville, VA, is seeking a Senior Reporting & Analytics professional to support high-volume portfolio reporting for clients and the Investment Team. You will work on performance analytics, data accuracy, and internal reporting while collaborating with cross-functional teams.

The role emphasizes curiosity, accuracy, teamwork, and continuous improvement in quantitative skills, with an in-office base and Friday remote option; visa sponsorship is not offered.

Qualifications

• Bachelor’s degree with proven academic achievement; focused degree in math, science, computer science, economics or finance preferred
• Power user of Excel; basic knowledge of SQL is useful but can be learned on the job
• Some Python proficiency is required (or similar language like Julia/R)
• Experience with standard office software (Word, PowerPoint, Outlook)

Responsibilities

• Produce and review portfolio reporting for clients and Investment Team (monthly/quarterly reports, exposures, benchmarks)
• Handle ad-hoc data projects with high attention to detail and ability to prioritize
• Communicate workflows, deadlines, and priorities to manage a high volume of deliverables
• Support development and maintenance of proprietary data systems and perform quantitative analysis when needed
• Lead training sessions for firm’s reporting and risk software applications
• Apply statistical and quantitative methods in financial modeling and performance analytics
• Proactively contribute ideas on investment performance and risk concepts
• Learn and apply tools for performance, risk, and accounting analysis
• Provide data quality controls to reconciliation efforts and ensure data integrity
• Assist in implementing new tools and tool integration into the data framework
• Oversee version control and drive process automation improvements
• Mentor and supervise junior teammates

Skills

Project management

Attention to detail

Written communication

Team collaboration

Analytical mindset

Education

Bachelor’s degree

Math / science / CS / economics / finance focus

Tools

Excel

PowerPoint

Outlook

SQL

Python

Job description

Investure, based in Charlottesville, VA, is seeking a Senior Reporting & Analytics professional to support high-volume portfolio reporting for clients and the Investment Team. You will work on performance analytics, data accuracy, and internal reporting while collaborating with cross-functional teams.

The role emphasizes curiosity, accuracy, teamwork, and continuous improvement in quantitative skills, with an in-office base and Friday remote option; visa sponsorship is not offered.