Senior Investment Operations Analyst

Liberty UniversityLynchburg, VA
Onsite

About The Position

The Senior Investment Operations Analyst will support Liberty University’s Chief Investment Officer and the senior investment team in the management of Liberty’s endowment assets. This role is designed for an experienced professional who brings strong accounting discipline, sound operational judgment, and consistent attention to detail, with a focus on execution, accuracy, and accountability.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or a related field is required.
  • At least two years of public accounting experience (preferred) or other relevant experience, such as investment fund accounting, internal audit, or financial operations.
  • Hold, or be in the process of working toward, a CPA (preferred), CIA, or CFA designation.
  • Strong understanding of investment structures, including private funds, commingled vehicles, and custodial reporting.
  • Demonstrated ability to perform detailed reconciliations and work effectively with complex financial data.
  • Solid understanding of internal controls and audit support requirements.
  • High level of integrity, professionalism, and discretion.
  • Strong written and verbal communication skills.
  • Advanced Excel skills; experience with custodians or portfolio accounting systems is a plus.
  • Accounting‑focused and detail‑oriented, with a strong sense of ownership for work product.
  • Exercises sound professional judgment and a thoughtful, methodical approach to work.
  • Comfortable working independently while collaborating within a small, experienced team.
  • Organized, dependable, and able to manage recurring deadlines effectively.
  • Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
  • Self-motivated and directed, possessing an ability to motivate others
  • The highest level of integrity, honesty, and sense of fiduciary duty
  • Individual must not be in default on any federal student or parent loan
  • Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))

Nice To Haves

  • Two years of public accounting experience
  • CPA (preferred), CIA, or CFA designation
  • Experience with custodians or portfolio accounting systems

Responsibilities

  • Perform and review investment accounting activities, including monthly closes, reconciliations, and variance analysis.
  • Review custodian reports, investment statements, and capital activity for accuracy, completeness, and consistency with internal records.
  • Monitor cash activity, capital calls, and distributions across investment portfolios.
  • Coordinate with external service providers to resolve accounting and reporting matters.
  • Support audit processes by preparing schedules and documentation and coordinating requested materials under the direction of the Director of Operations.
  • Maintain and enhance internal controls, documentation standards, and accounting procedures related to investment operations.
  • Assist with investment data integrity, reporting timelines, and accounting‑related process improvements.
  • Maintain, organize, and periodically review investment documentation and records housed within the Investment Office’s research management software to ensure completeness, accuracy, and adherence to internal standards.
  • Review investment documentation and notices with an operational and accounting lens.
  • Support broader investment operations functions as needed, with emphasis on accounting and reporting integrity.
  • Other duties as assigned.

Benefits

  • Compensation, benefits, transfers, job classification, assignments, working conditions, educational assistance, terminations, layoffs, and return from layoffs, and all other terms, conditions and privileges of employment will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including all applicable state of employment protected classes.
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