Investment Fund Operations Analyst, AIM

Accion International•Washington, D.C.,

23h•$60,000 - $80,000•Hybrid

About The Position

The Investment Fund Operations Analyst supports the operational, reporting, compliance, and governance activities of Accion Impact Management’s investment funds. The role helps coordinate reporting deliverables and investor and committee communications, maintain fund and investor data, and assist with regulatory, audit, and compliance requirements. The Analyst works with fund management, legal, compliance, operations, and executive leadership to promote accuracy, transparency, and operational excellence across the investment platform. The position is based in Washington, D.C., with a hybrid arrangement combining in-office and remote work.

Requirements

At least two years of work experience; experience in fund operations, investment management firms, investment funds, or financial services is preferred.
Bachelor’s degree required; preferably in Business, Economics, Finance, or a related field.
Proficiency with Office Suite, especially Excel.
Comfort using AI tools such as Claude or Copilot for research, drafting, and day-to-day process efficiency, and willingness to build fluency in newly adopted tools.
Strong organizational and documentation skills.
Strong verbal and written communication skills.
Ability to manage multiple tasks and priorities at the same time.
Detail-oriented approach and focus on continuous improvement.
Professional demeanor and strong work ethic.
Interest in the organization’s mission and working globally, and alignment with and embodiment of team values.
Must be currently authorized to work in the United States; the employer does not sponsor work visas or other forms of employment work authorization.

Nice To Haves

Experience in fund operations, investment management firms, investment funds, or financial services.
Bachelor’s degree in Business, Economics, Finance, or a related field.
Knowledge of financial analysis.
Experience using AI tools such as Claude or Copilot.
Experience supporting dashboards or lightweight workflow automation using Excel/Power Query or similar tools.

Responsibilities

Manage investor and portfolio reporting, including preparing presentations, portfolio summaries, performance narratives, and risk updates.
Coordinate quarterly and annual reporting processes, including timelines, team inputs, draft compilation, and manager and stakeholder reviews.
Prepare and update regional and macroeconomic data in reports to keep market and country-level context current.
Generate reports on fund performance and overall investment platform analysis.
Prepare and update Board Reports and materials for Executive Committee meetings.
Support maintenance of the fundraising data room, including document intake, version control, access permissions, and usage limits.
Support project management of the analytics platform transition by tracking milestones, coordinating stakeholders, documenting processes, and flagging risks or delays.
Support vendor administration by tracking invoices and contract renewals and flagging issues to the manager for negotiation.
Integrate and leverage AI tools across team workflows to optimize processes, build dashboards, and identify efficiency opportunities.
Support development of dashboards and lightweight workflow automation, such as Excel/Power Query or similar tools, and partner with IT on more complex builds.
Provide ad hoc reporting and administrative support to Managing Partners as needed.