Investure, LLC
Reporting & Analytics Associate
Investure, LLC, Charlottesville, Virginia, United States, 22904
Job Summary
This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to the Chief Data Officer or another senior member of the group, the role will primarily support a diverse set of performance analytics and reporting tasks critical for both Investure’s clients and investment team. The person will contribute to the creation and review of performance analytics in various reports delivered to clients regularly, support ongoing work on portfolio analytics for internal use and client reporting, collaborate with internal teams on new analytics, and 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.
Investure will not sponsor H-1B or other employment‑related visas for this position.
Essential Functions
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 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 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 users of the firm’s reporting and risk software applications.
Be proactive in offering insights around investment performance and risk concepts; stay 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 learn statistical analysis and data mining techniques using Python or similar languages, 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 the team on implementing new tools and integrating them into the wider data framework.
Oversee the data analytics team version control environment and drive improvements in process automation goals.
Help train, mentor, and supervise junior teammates.
Education, Experience & Skills
4–7+ years relevant experience required.
Bachelor’s degree with proven academic achievement required, preferably in math, science, computer science, economics, or finance.
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 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 insights and takeaways from investment performance results in written form.
Strong attention to detail in quantitative and financial analysis with a process‑orientation toward 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.
Guiding Principles
Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives.
Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self‑evaluation of successes and failures.
Service: Puts the team mission and clients first. Illustrates mission‑driven outlook and approach.
Stewardship: Puts long‑term interests above short‑term goals. Focuses on the greater good.
Teamwork: Takes a collaborative and self‑less approach. Operates under the “Golden Rule.”
Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do whatever is necessary to get the job done. Treats all as equals.
Position Based Competencies
Accuracy: Identifies and corrects mistakes; improves accuracy and efficiency consistently; cultivates attention to detail.
Team Orientation: Works well as part of a team and helps build a strong culture of teamwork with other teams.
Process Management: Follows protocol and processes and helps to improve them; willing to ask questions.
Planning: Self‑starter with the ability to multi‑task; prioritizes tasks appropriately; meets deadlines consistently.
Communication: Demonstrates clear, thoughtful and thorough verbal and written skills.
Adaptability: Quick learner; open to change, feedback, and continuous process improvement.
To apply for this position, interested parties should visit our website: www.investure.com/careers.
#J-18808-Ljbffr
This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to the Chief Data Officer or another senior member of the group, the role will primarily support a diverse set of performance analytics and reporting tasks critical for both Investure’s clients and investment team. The person will contribute to the creation and review of performance analytics in various reports delivered to clients regularly, support ongoing work on portfolio analytics for internal use and client reporting, collaborate with internal teams on new analytics, and 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.
Investure will not sponsor H-1B or other employment‑related visas for this position.
Essential Functions
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 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 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 users of the firm’s reporting and risk software applications.
Be proactive in offering insights around investment performance and risk concepts; stay 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 learn statistical analysis and data mining techniques using Python or similar languages, 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 the team on implementing new tools and integrating them into the wider data framework.
Oversee the data analytics team version control environment and drive improvements in process automation goals.
Help train, mentor, and supervise junior teammates.
Education, Experience & Skills
4–7+ years relevant experience required.
Bachelor’s degree with proven academic achievement required, preferably in math, science, computer science, economics, or finance.
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 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 insights and takeaways from investment performance results in written form.
Strong attention to detail in quantitative and financial analysis with a process‑orientation toward 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.
Guiding Principles
Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives.
Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self‑evaluation of successes and failures.
Service: Puts the team mission and clients first. Illustrates mission‑driven outlook and approach.
Stewardship: Puts long‑term interests above short‑term goals. Focuses on the greater good.
Teamwork: Takes a collaborative and self‑less approach. Operates under the “Golden Rule.”
Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do whatever is necessary to get the job done. Treats all as equals.
Position Based Competencies
Accuracy: Identifies and corrects mistakes; improves accuracy and efficiency consistently; cultivates attention to detail.
Team Orientation: Works well as part of a team and helps build a strong culture of teamwork with other teams.
Process Management: Follows protocol and processes and helps to improve them; willing to ask questions.
Planning: Self‑starter with the ability to multi‑task; prioritizes tasks appropriately; meets deadlines consistently.
Communication: Demonstrates clear, thoughtful and thorough verbal and written skills.
Adaptability: Quick learner; open to change, feedback, and continuous process improvement.
To apply for this position, interested parties should visit our website: www.investure.com/careers.
#J-18808-Ljbffr