Investment Operations And Data Analyst

Arizona State University

Tempe, Arizona, USA
On-site
Investment analytics and research reports
Manager database in crm
Capital calls and fund subscriptions
Arizona State University is seeking an Investment Operations and Data Analyst to manage investment operations, portfolio analytics, and data management for its endowment and investment portfolios, totaling approximately $2 billion. The ideal candidate should possess strong analytical skills, knowledge of financial markets, and a collaborative approach

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.
  • Key responsibilities include running investment analytics, assisting with manager due diligence, executing capital calls, and preparing performance reports.
  • ASU Enterprise Partners offers a hybrid work schedule, comprehensive benefits, and encourages professional development.

Matching Summary

Match Score: 85

Arizona State University is seeking an Investment Operations and Data Analyst to manage investment operations, portfolio analytics, and data management for its endowment and investment portfolios, totaling approximately $2 billion. The ideal candidate should possess strong analytical skills, knowledge of financial markets, and a collaborative approach.

Skills & Requirements

Must-have

  • investment analytics and research reports
  • manager database in CRM
  • capital calls and fund subscriptions
  • investment performance and risk reports
  • financial modeling and data gathering
  • Microsoft Office Suite proficiency

Nice-to-have

  • collaborative team environment
  • high degree of confidentiality
  • positive high-performance team culture
  • navigating complex environments

Key Requirements

  • Bachelor's degree in finance
  • Knowledge of financial markets and investing
  • Strong quantitative analytical and modeling skills
  • Ability to work independently and as part of a team
  • Seeking CFA certification is preferred

Work Rights

Not specified

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