Reporting & Analytics Associate

Investure•Charlottesville, VA

3d•Hybrid

About The Position

This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to the Chief Data Officer or other senior member of the group, this role will be primarily responsible for supporting a diverse set of performance analytics and reporting tasks crucial for both Investure’s clients and Investment Team. Investure manages a complex multi-asset portfolio and this person will (i) 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, (iv) collaborate with internal teams on new analytics, and (v) continue to learn analytical skills to support the team’s mission of data accuracy and best in class portfolio analytics. The position is based in-office with a remote option on Fridays. The ideal candidate should possess a natural curiosity, an affinity for the quantitative nature of the work, and a passion for collaborating as a team to deliver a high volume of reporting. This individual will also demonstrate a strong work ethic, be detail oriented, have strong project management skills, be willing to continuously improve quantitative abilities, and have an interest in financial markets. Cultural fit, humility, and maturity are imperative. 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

4-7+ years relevant experience required
Bachelor’s degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
Proficient using standard office software such as Word, PowerPoint, Outlook
Power user of Excel; basic knowledge of SQL is useful but can be learned on the job
Some Python proficiency is required (or similar language like Julia/R)
Some knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and 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
Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals is a plus

Responsibilities

Produce and review all aspects of portfolio reporting for clients and the Investment Team, including monthly and quarterly performance reports, annual performance reports, exposure reporting and analysis, benchmark and comparative analysis, liquidity analytics, portfolio stress testing, and private portfolio modeling
Handle a variety of ad-hoc data projects, as needed, with high attention to detail and a strong ability to prioritize and juggle multiple deliverables
Communicate effectively with internal stakeholders regarding workflows, deadlines, and priorities to help manage a high volume of deliverables
Support the development and maintenance of proprietary data systems, applying statistical and quantitative methods in financial modeling and performance analytics when needed
Lead training sessions for those who need and use firm’s reporting and risk software applications
Be proactive in offering thoughts around investment performance and risk concepts; be engaged on new ideas and trends around performance reporting within the industry
Become proficient in using various proprietary performance, risk, and accounting tools
Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language, along with other database tools, to add value to team deliverables
Provide support and quality control to reconciliation efforts to ensure data quality for deliverables
Assist team as needed on the implementation of new tools and tool integration into the wider data framework
Oversee the data analytics team version control environment and drive improvements in our process automation goals
Help train, mentor, and supervise junior teammates