Investment Operations and Data Analyst

ASU Enterprise Partners • Scottsdale, AZ

3d • Hybrid

About The Position

Investment Operations and Data Analyst 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 Investment Analyst works closely with the Investment Manager, CIO, external consultants, managers, and the ASUEP Finance department to ensure accurate and timely execution of all operational and reporting functions. What you’ll do Runs investment analytics and research reports on markets, asset classes, and manager performance in support of the Investment Manager and CIO Assists with investment manager due diligence, searches, and ongoing underwriting of portfolio investments under the direction of the Investment Manager Maintains and updates the manager database in CRM, ensuring data integrity and completeness across all investment relationships Executes capital calls, fund subscriptions, fund transfers, rebalancing, and all investment operations duties, ensuring accuracy and timeliness Prepares investment performance and risk reports across sector strategies including equities, fixed income, hard assets, and alternative investments for review by the Investment Manager Assists in preparing investment-related materials for committee meetings, financial reporting, audit/tax preparation, and other institutional reporting needs Works with ASU’s student managed funds on trading and compliance Tracks performance of direct investments in real estate and venture, compiling data and flagging issues for the Investment Manager Assists with underwriting and diligence of direct real estate investments, including financial modeling and data gathering Assists in completing ASU Foundation and university surveys on investing and sustainability practices Assists in responding to endowment and investment questions from donors, development officers, and internal stakeholders Manages actuary assumptions in the CGA program within Estate & Gift Planning Supports team development initiatives and contributes to a positive, high-performance team culture Other duties as assigned What you'll need Knowledge of financial markets, market risks, investing, investment performance, and risk analysis Collaborative style, combined with the ability and desire to work in a team-based environment Strong quantitative analytical and modeling skills Strong and collegial interpersonal skills and an ability to communicate effectively in person, in writing, and by phone Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect information Ability to liaison with various consultants and board members Ability to work both independently and as part of a team Advanced computer skills that include extensive knowledge with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Problem solver who can take initiative and set priorities while being flexible Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies Attention to detail and thoroughness in completing assigned duties Ability to represent the institution well Highly organized and able to handle multiple projects Adept at navigating complex environments with evolving priorities and communication plans Relevant qualifications Bachelor's degree in finance or related area Preferred education and experience Individuals who are seeking CFA certification in the future are preferred. Benefits Hybrid work schedule. We work from home two days a week! Comprehensive benefits package, including medical, dental, and vision insurance 401(k) plan with matching employer contribution 22 days of vacation time 11 holidays, including your birthday Parental leave Significant tuition reductions Professional development is highly valued at ASU Enterprise Partners, where employees are encouraged to look across the organization and nurture new areas of interest $30 bi-weekly cell phone reimbursement About ASU Enterprise Partners ASU Enterprise Partners is a nonprofit organization whose mission is to provide an ecosystem of services to create solutions and generate resources to extend Arizona State University’s reach and advance its charter. ASU Enterprise Partners supports ASU and several affiliates, including the ASU Foundation for a New American University, ASU Outreach Hub, ASURE, NEWSWELL, Skysong Innovations and University Realty. ASU Enterprise Partners is home to several Centers of Excellence whose purpose is to provide professional services to its affiliates. The Centers of Excellence include Finance, General Counsel, Investments, Public Relations and Strategic Communications, Human Resources, Facilities and Operations, Data Analytics and Insights Planning, Budgeting and Strategy, and Technology and Solutions. At ASU Enterprise Partners We serve ASU and one another with integrity, trust and compassion We engage step up, own it, collaborate We innovate. continuously, fearlessly, make decisions and take risks We care that everyone feels respected and valued for who they are ASU Enterprise Partners is an Equal Opportunity Employer

Requirements

• Knowledge of financial markets, market risks, investing, investment performance, and risk analysis
• Collaborative style, combined with the ability and desire to work in a team-based environment
• Strong quantitative analytical and modeling skills
• Strong and collegial interpersonal skills and an ability to communicate effectively in person, in writing, and by phone
• Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect information
• Ability to liaison with various consultants and board members
• Ability to work both independently and as part of a team
• Advanced computer skills that include extensive knowledge with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Problem solver who can take initiative and set priorities while being flexible
• Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
• Attention to detail and thoroughness in completing assigned duties
• Ability to represent the institution well
• Highly organized and able to handle multiple projects
• Adept at navigating complex environments with evolving priorities and communication plans
• Bachelor's degree in finance or related area

Nice To Haves

• Individuals who are seeking CFA certification in the future are preferred.

Responsibilities

• Runs investment analytics and research reports on markets, asset classes, and manager performance in support of the Investment Manager and CIO
• Assists with investment manager due diligence, searches, and ongoing underwriting of portfolio investments under the direction of the Investment Manager
• Maintains and updates the manager database in CRM, ensuring data integrity and completeness across all investment relationships
• Executes capital calls, fund subscriptions, fund transfers, rebalancing, and all investment operations duties, ensuring accuracy and timeliness
• Prepares investment performance and risk reports across sector strategies including equities, fixed income, hard assets, and alternative investments for review by the Investment Manager
• Assists in preparing investment-related materials for committee meetings, financial reporting, audit/tax preparation, and other institutional reporting needs
• Works with ASU’s student managed funds on trading and compliance
• Tracks performance of direct investments in real estate and venture, compiling data and flagging issues for the Investment Manager
• Assists with underwriting and diligence of direct real estate investments, including financial modeling and data gathering
• Assists in completing ASU Foundation and university surveys on investing and sustainability practices
• Assists in responding to endowment and investment questions from donors, development officers, and internal stakeholders
• Manages actuary assumptions in the CGA program within Estate & Gift Planning
• Supports team development initiatives and contributes to a positive, high-performance team culture
• Other duties as assigned

Benefits

• Hybrid work schedule. We work from home two days a week!
• Comprehensive benefits package, including medical, dental, and vision insurance
• 401(k) plan with matching employer contribution
• 22 days of vacation time
• 11 holidays, including your birthday
• Parental leave
• Significant tuition reductions
• Professional development is highly valued at ASU Enterprise Partners, where employees are encouraged to look across the organization and nurture new areas of interest
• $30 bi-weekly cell phone reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees