Senior Endowment Investment Operations Analyst

Scottish Rite for Children; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Scottish Rite for Children is seeking an Investment Operations Analyst Sr. in Dallas to manage daily investment valuation, cash flow forecasting, and endowment operations across multiple pools.

You will support the investment office, produce attribution reports, and help ensure guideline compliance. Ideal candidates hold a finance-related degree with several years in an endowment or non-profit environment, and are proficient with investment databases and spreadsheets.

Qualifications

• Bachelor’s degree in finance, accounting, business, economics or related field with 3 years in an endowment/foundation environment.
• Strong investment analysis and performance measurement within a GIPS framework.
• Experience with investment databases and software (Zephyr/PSN, eVestment, Wilshire Compass).

Responsibilities

• Prepare daily investment valuation and fluctuation analyses.
• Support endowment operations, cash flow forecasting, and portfolio implementation.
• Produce manager and portfolio level attribution reports.
• Prepare monthly and quarterly performance reporting.
• Ensure compliance with investment guidelines and SEC reviews.
• Assist in Board Investment Committee materials.

Skills

Investment analysis

Portfolio analysis

Performance measurement

GIPS framework

Spreadsheet proficiency

Data synthesis

Time management

Education

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

Tools

Zephyr/PSN

eVestment

Wilshire Compass

Job description

Scottish Rite for Children is seeking an Investment Operations Analyst Sr. in Dallas to manage daily investment valuation, cash flow forecasting, and endowment operations across multiple pools.

You will support the investment office, produce attribution reports, and help ensure guideline compliance. Ideal candidates hold a finance-related degree with several years in an endowment or non-profit environment, and are proficient with investment databases and spreadsheets.