Investment Operations and Data Analyst
ASU Enterprise Partners · Scottsdale, AZ
- On site
- Full-time
- $75,000 / year
- Scottsdale, AZ
Job highlights
- Analyze investment portfolios and manage data.
- Execute daily investment operations and reporting.
- Conduct market research and manager due diligence.
- Collaborate with stakeholders on investment matters.
- Utilize advanced analytical and computer skills.
About the role
Investment Operations and Data Analyst
ASU Enterprise Partners is seeking an Investment Operations and Data Analyst to support its endowment and investment portfolios, totaling approximately $2 billion. This role is crucial for managing investment operations, portfolio analytics, and data management, working closely with the Investment Manager, CIO, external consultants, and the Finance department.
What You’ll Do
- Run investment analytics and research reports on markets, asset classes, and manager performance.
- Assist with investment manager due diligence, searches, and ongoing underwriting.
- Maintain and update the manager database in CRM, ensuring data integrity.
- Execute capital calls, fund subscriptions, fund transfers, rebalancing, and other investment operations duties.
- Prepare investment performance and risk reports across various sector strategies.
- Assist in preparing investment-related materials for committee meetings, financial reporting, and audits.
- Work with ASU’s student managed funds on trading and compliance.
- Track performance of direct investments in real estate and venture, compiling data and flagging issues.
- Assist with underwriting and diligence of direct real estate investments, including financial modeling.
- Complete ASU Foundation and university surveys on investing and sustainability practices.
- Respond to endowment and investment questions from donors, development officers, and internal stakeholders.
- Manage actuary assumptions in the CGA program within Estate & Gift Planning.
- Support team development initiatives and contribute to a positive team culture.
- Other duties as assigned.
What You'll Need
- Knowledge of financial markets, market risks, investing, investment performance, and risk analysis.
- Collaborative style and ability to work in a team-based environment.
- Strong quantitative analytical and modeling skills.
- Strong and collegial interpersonal skills, with effective communication abilities.
- Ability to maintain a high degree of confidentiality.
- Ability to liaise with various consultants and board members.
- Ability to work both independently and as part of a team.
- Advanced computer skills, including Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Problem-solving skills, initiative, and flexibility.
- Team-oriented strategist able to manage complex situations.
- Attention to detail and thoroughness.
- Ability to represent the institution well.
- Highly organized and able to handle multiple projects.
- Adept at navigating complex environments with evolving priorities.
Relevant Qualifications
- Bachelor's degree in finance or related area.
Preferred Education And Experience
- Individuals seeking CFA certification are preferred.
Benefits
- Hybrid work schedule (2 days remote).
- Comprehensive benefits package (medical, dental, vision).
- 401(k) plan with employer match.
- 22 days of vacation time and 11 holidays.
- Parental leave.
- Significant tuition reductions.
- Professional development opportunities.
- $30 bi-weekly cell phone reimbursement.
About ASU Enterprise Partners
ASU Enterprise Partners is a nonprofit organization dedicated to creating solutions and generating resources to extend Arizona State University’s reach and advance its charter. They support ASU and its affiliates, providing a comprehensive ecosystem of services through Centers of Excellence.
Company Culture
- Integrity, trust, and compassion in serving ASU and one another.
- Engagement through stepping up, owning initiatives, and collaborating.
- Innovation through continuous, fearless progress and calculated risk-taking.
- Care by ensuring everyone feels respected and valued.
ASU Enterprise Partners is an Equal Opportunity Employer.
Key skills/competency
- Investment Operations
- Data Management
- Portfolio Analytics
- Financial Markets
- Risk Analysis
- Investment Performance
- CRM
- Microsoft Office Suite
- Financial Modeling
- Due Diligence
Skills & topics
- Investment Analyst
- Data Analyst
- Finance
- Investment Operations
- Portfolio Analytics
- Financial Markets
- Risk Management
- CRM
- ASU Enterprise Partners
- Endowment Management
How to get hired
- Tailor your resume: Highlight your finance degree, investment analytics, and data management experience. Emphasize your knowledge of financial markets, risk analysis, and proficiency with Microsoft Office Suite.
- Craft a compelling cover letter: Showcase your understanding of ASU Enterprise Partners' mission and express your enthusiasm for contributing to their investment operations. Mention your collaborative spirit and problem-solving abilities.
- Prepare for technical questions: Be ready to discuss your experience with investment analytics, portfolio reporting, CRM systems, and financial modeling. Demonstrate your quantitative and analytical skills.
- Showcase your behavioral fit: Prepare to discuss examples of your attention to detail, ability to maintain confidentiality, teamwork, and how you handle complex situations and evolving priorities.
- Research the company: Familiarize yourself with ASU Enterprise Partners' mission, values, and the services they provide to Arizona State University. Understand their Centers of Excellence and company culture.
Technical preparation
Master Excel for financial modeling.,Practice SQL for data extraction.,Review investment performance metrics.,Understand CRM system functionalities.
Behavioral questions
Describe a time you handled confidential data.,How do you ensure accuracy in your work?,Give an example of collaboration success.,How do you prioritize competing tasks?
Frequently asked questions
- What is the typical career path for an Investment Operations and Data Analyst at ASU Enterprise Partners?
- While specific paths vary, an Investment Operations and Data Analyst at ASU Enterprise Partners can progress into roles such as Investment Manager, Senior Analyst, or specialize in areas like portfolio management or data science. The emphasis on professional development and exposure to various Centers of Excellence supports career growth within the organization.
- How does ASU Enterprise Partners support professional development for its employees?
- ASU Enterprise Partners highly values professional development. They encourage employees to explore new interests across the organization and offer opportunities for learning and growth, aligning with their culture of innovation and continuous improvement.
- What is the significance of the CFA certification for this role?
- While not strictly required, individuals pursuing or holding CFA certification are preferred. This indicates a strong commitment to investment analysis, ethics, and professional standards, which are highly valued in this role and within the investment team.
- Can you elaborate on the 'hybrid work schedule' mentioned for the Investment Operations and Data Analyst role?
- The hybrid work schedule means you will have the flexibility to work remotely two days per week, with the remaining three days spent in the office. This aims to balance work-life needs with the collaborative requirements of the role.
- What kind of data management responsibilities does the Investment Operations and Data Analyst handle?
- The Investment Operations and Data Analyst is responsible for maintaining and updating the manager database in CRM, ensuring data integrity and completeness. This includes managing performance data, risk metrics, and other investment-related information critical for accurate reporting and analysis.
- How does ASU Enterprise Partners foster a positive and high-performance team culture?
- ASU Enterprise Partners cultivates a positive team culture through its core values: integrity, trust, compassion, engagement, innovation, and care. They emphasize collaboration, initiative, and mutual respect, creating an environment where employees feel valued and motivated.
- What are the primary reporting duties for the Investment Operations and Data Analyst?
- Key reporting duties include preparing investment performance and risk reports across various asset classes, assisting with materials for committee meetings, financial reporting, audits, and responding to investor inquiries. Accurate and timely reporting is essential for supporting decision-making.