Senior Investment Analyst, Fund of Funds & Portfolio Optimization

InforCapital, partnership; Dallas (TX); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds.

Responsibilities include data gathering, private investment analysis, and portfolio optimization with a focus on risk decomposition and guideline compliance within a mission-driven nonprofit environment.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 5+ years of institutional investment office experience.
• Strong investment analysis and performance measurement knowledge.

Responsibilities

• Prepare investment analysis at portfolio and fund level, including liquidity, exposures, and benchmarks.
• Conduct extensive data gathering and reporting on private investment holdings (PE, private credit, hedge funds).
• Monitor portfolio guideline compliance and risk decomposition for ongoing management.
• Assist in manager searches with quantitative and qualitative analyses of prospective managers.
• Perform portfolio optimization and stochastic modeling using asset allocation parameters.

Skills

Portfolio analysis

Risk management

Data gathering

Quantitative research

Education

Bachelor's degree in Finance

Tools

Zephyr/PSN

Evest

Wilshire Compass

Job description

Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds.

Responsibilities include data gathering, private investment analysis, and portfolio optimization with a focus on risk decomposition and guideline compliance within a mission-driven nonprofit environment.