The Investment Analyst is responsible for investment operations, portfolio analytics, and data management in support of ASU Enterprise Partners’/ASU Foundation’s endowment and investment portfolios, which currently total about $2 billion
Job Summary
The Investment Analyst is responsible for investment operations, portfolio analytics, and data management in support of ASU Enterprise Partners’/ASU Foundation’s endowment and investment portfolios, which currently total about $2 billion.
The role involves running investment analytics, assisting with manager due diligence, executing capital calls, and preparing performance reports across various asset classes.
ASU Enterprise Partners offers a hybrid work schedule, a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) plan with matching contribution, and 22 days of vacation time.
Matching Summary
The Investment Analyst is responsible for investment operations, portfolio analytics, and data management in support of ASU Enterprise Partners’/ASU Foundation’s endowment and investment portfolios, which currently total about $2 billion.
Skills & Requirements
Must-have
Investment operations and analytics
Portfolio performance and risk reporting
Data management and integrity
Financial markets knowledge
Quantitative analytical and modeling skills
Advanced Microsoft Office Suite skills
Nice-to-have
Collaborative team-based environment
High degree of confidentiality
Ability to work independently
Problem solver with initiative
Team-oriented strategist
Attention to detail and thoroughness
Highly organized and able to handle multiple projects
Key Requirements
Bachelor's degree in Finance or related area
Knowledge of financial markets, market risks, investing, investment performance, and risk analysis
Strong quantitative analytical and modeling skills
Strong and collegial interpersonal skills
Ability to maintain a high degree of confidentiality
Ability to liaison with various consultants and board members
Ability to work both independently and as part of a team
Advanced computer skills with Microsoft Office Suite
Problem solver who can take initiative and set priorities
Team-oriented strategist
Attention to detail and thoroughness
Highly organized and able to handle multiple projects
Adept at navigating complex environments
Seeking CFA certification in the future is preferred