Reporting & Analytics Associate Director/Director

Investure•Charlottesville, VA

5d•Hybrid

About The Position

This professional will be a senior member of Investure’s Reporting & Analytics Team. Reporting to the Chief Data Officer, this role sits at the intersection of data, portfolio analytics, and client reporting helping lead and manage the day-to-day work of the team to create and review a variety of performance analytics and to produce a high-volume of reporting crucial for both Investure’s clients and Investment Team. Investure manages a global multi-asset portfolio and this person will (i) help lead and manage others and individually contribute to the creation and review of performance analytics in a variety of reports delivered to clients regularly, (ii) support ongoing work on portfolio analytics for internal use and for client reporting, (iii) work with various datasets to ensure accuracy and reliability of analysis prepared by the team, and (iv) collaborate with internal teams on new analytics. This person will be required to partner closely with internal stakeholders across other teams to project manage and deliver a high volume of reporting, analytics, and insights for non-technical audiences. The ideal candidate should possess a natural curiosity, a strong affinity for quantitative work, and a passion for managing and collaborating as a team to deliver a high volume of reporting. This individual will also demonstrate a strong work ethic, be detail oriented, be willing to develop and improve quantitative abilities, and have a strong interest in financial markets. The position is based in-office with a remote option on Fridays. Investure will not sponsor H-1B or other employment-related visas for this position. The Company Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $19 billion as of June 2025, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes, including fixed income and credit, global public equities, alternative investments (e.g., hedge funds, private equity, venture), and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork, collegiality, and integrity. We are a mission-driven organization that values continuous improvement, excellence, and employee engagement.

Requirements

Generally, 8-12+ years relevant experience in investment performance reporting, portfolio analytics, data analytics, or a closely related field required
Bachelor’s degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
Prior people-management and team leadership experience required
Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and analysis
Knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
Ability to communicate (in written form) insights and takeaways from investment performance results
Strong attention to detail in quantitative and financial analysis with a process-orientation towards checks and controls
Ability to handle confidential information with a high degree of professionalism
Strong working knowledge of Python or similar language for data analysis (this is not a software engineering level ask – Investure has a dedicated software engineering group in-house to assist)
Comfortable manipulating datasets (e.g., with pandas or similar), writing functions, and troubleshooting self-produced code
Able to produce clear, organized scripts and basic reusable components
Solid understanding of investment performance basics
Familiar with how different asset classes are typically measured and evaluated

Nice To Haves

Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals, a plus
Experience at an OCIO, asset manager, institutional allocator, or multi-family office, a plus
Progress toward professional designation (e.g., CFA, FRM, CIPM) or relevant graduate coursework, a plus
Knowledge of Addepar
Power user of Excel; familiarity with SQL
Strong grasp of practical statistics and regression concepts (e.g., OLS, multivariate regression) and their application to portfolio data
Familiarity with Git or other version control tools in a team setting
Exposure to additional analytical languages or tools (e.g., Julia, R, or BI/visualization platforms)