Analyst - Investment Operations (Memphis, TN)

St. Jude Children’s Research Hospital•Memphis, TN

17h•Hybrid

About The Position

The Analyst – Investment Operations provides support services for Investment Department operations, including coordination and communication with external parties, management of internal and external workflows, and preparation of materials for Investment Committee meetings. This role supports the Portfolio Manager – Operations with measuring and monitoring investment portfolio risk and producing timely financial reporting, including year‑end audit preparations. The Analyst also works closely with the Chief Investment Officer on financial and statistical modeling and manager interactions.

Requirements

Bachelor’s degree with 2–5 years of experience within the investment and securities industry
Experience with performance monitoring and calculations, project management, performance reporting, and manager due diligence
Thorough knowledge of investment operations and transaction processes
High attention to detail with the ability to work independently
Understanding of arithmetic, finance, accounting, statistics, and investment performance calculations
Strong verbal and written communication skills
Proficiency in data processing, system software applications, financial databases, Microsoft Office, and Outlook

Nice To Haves

Familiarity with Tamale, Zephyr, Private i, and Cobalt
Advanced degree in a quantitative discipline
CPA, CFA, and/or MBA designation

Responsibilities

Coordinate, maintain, and manage weekly workflow reports for internal departmental use and external distribution to the investment consultant.
Serve as liaison between the Investment Department, investment consultants, and the Board Office in preparation for Investment Committee meetings and the annual retreat.
Measure and report portfolio risk analytics to the Investment Department in collaboration with the Portfolio Manager – Operations.
Provide statistical analytics and support to the Chief Investment Officer for ad hoc projects.
Review, edit, and finalize six detailed annual Investment Department reports.
Maintain the department’s research and due diligence database.
On a daily basis, review departmental emails, upload documents, and notify appropriate staff of emails requiring immediate attention.
Monitor and review third‑party data entry, including cash flows and investment manager reporting.
Execute the monthly investment portfolio close, used in the preparation of monthly ALSAC financials.
Work closely with the custodian bank to reconcile data and resolve valuation variances.
Perform monthly TIC/SLT filings with the Federal Reserve Bank.
Perform investment transactions, including purchases and sales of marketable investments, private capital calls (wires out), distributions (wires in), and vendor payments.
Maintain and update the cash projection schedule.
Draft Investment Committee meeting minutes for CIO review; following approval, distribute finalized minutes to the Board Office.
Compile annual federal and state K‑1 statements and other tax‑related documents provided by investment portfolio managers.
Assist the Portfolio Manager – Operations during the annual audit.
Perform other job functions and projects as assigned.