Engineering · Full-time · Charlottesville, United States
Job Summary
This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to a 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 review of performance computation across all slices of the portfolio, (ii) support ongoing work on portfolio analytics for both internal use by Investment Team and external use by clients, (iii) work with various datasets to ensure accuracy and reliability of the analysis ultimately produced by the team, (iv) work with various teams to improve ongoing processes, (v) collaborate with internal teams on building out new analytics, (vi) keep learning and developing analytical skills to support the team’s mission of data accuracy and best in class portfolio analytics.
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. This individual will also demonstrate a strong work ethic, be detail oriented, be willing to continuously improve quantitative abilities, and have an interest in the financial markets. Cultural fit, humility, and maturity are imperative. The firm operates with a set hybrid schedule of at least three days in-office and two days of remote work.
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 $17 billion, 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.
Essential Functions
Create, produce, and review all aspects of output for clients and the Investment Team, including monthly and quarterly performance reports, annual deep-dive performance reports, exposure reporting and analysis, benchmark and comparative analysis on asset classes, strategies, and managers, liquidity analytics, portfolio stress testing, and private portfolio modeling
Support the development and maintenance of proprietary data systems, applying statistical and quantitative methods in financial modeling and performance analytics
Lead training sessions firmwide 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 and developing financial models
Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language, along with other database tools, in order to add value to team deliverables
Handle variety of ad-hoc data projects, as needed, with high attention to detail
Provide support and quality control to reconciliation efforts to ensure data quality for external and internal deliverables and reporting
Assist team as needed on the implementation of new tools and tool integration into the wider data framework
Support and help mentor junior teammates
Responsibilities and title will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.
Education, Experience & Skills
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 selfless approach. Operates under the “Golden Rule”
Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals
Position Based Competencies
Accuracy: Identifies and corrects mistakes; improves accuracy and efficiency consistently; demonstrates and cultivates attention to detail
Team Orientation: Works well as part of a team and helps build a strong culture of teamwork
Process Management: Follows protocol and processes; willing to ask questions
Communication: Demonstrates clear, thoughtful and thorough verbal and written skills
Planning: Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets deadlines
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.
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