Department: Investment Operations
Reports To: Chief Investment Administrative Officer

Overview

The Senior Manager, Investment Performance and Analytics is a hands-on position responsible for building and maintaining an Investment Book of Record (IBOR) for the Investment Office. The IBOR is the foundation for the development and production of comprehensive performance and analytics reporting for multiple stakeholders including the Trust’s Board and Investment Team. This person works closely with various members of the Investment Team, Finance, Independent Risk, Information Technology, and vendors to ensure the consistent production and availability of accurate investment data and analytics to inform decision-making.

Responsibilities

• Develop and publish high quality routine and ad-hoc performance measurement and analytics reporting for various stakeholders, including the Trust’s Board and Investment Team
• Create/redesign/enhance existing reporting framework to meet evolving needs
• Calculate and/or validate calculated returns; fees; performance attribution, exposure, and risk analytics for investment managers, portfolio aggregates, and benchmarks
• Gather, interpret, and incorporate information from various sources and stakeholders to ensure meaningful reporting
• Establish and manage a schedule of reporting deliverables in satisfaction of various deadlines
• Work directly with Trust vendors, Investment Team, and systems to ensure complete, accurate, and timely investment data including identification and resolution of issues
• Key member of the data governance team responsible for managing data governance operating model and data health
• Establish and oversee processes and controls to monitor data quality and ensure the timely delivery of accurate data and analytics including data coordination, reconciliation, and transfer between internal systems
• Collaborate with various teams across the Trust to improve processes as well as identify and resolve complex problems that surface in analytics, data, and systems - including procedural weaknesses and data integrity issues
• Develop and maintain sophisticated financial models and dashboards

Qualifications

• Bachelor's degree plus 7-10 years of relevant work experience required, including at least 5 years of experience calculating and interpreting performance, including performance evaluations, universe and peer comparisons, and performance attribution
• Progress toward, or completion of, CIPM and/or CFA professional designation(s) is desirable
• Experience preparing and presenting portfolio and market performance results on behalf of a large institutional asset owner is preferred (e.g. endowment, foundation, or pension)
• Understanding of complex institutional investment portfolios (i.e. knowledge of equities, fixed income, hedge funds/liquid alternatives, private markets, and derivatives/overlay) and industry standard performance measurement and benchmarking practices
• Working knowledge of GIPS Standards is preferred
• Superior problem-solving skills and an understanding of requisite performance-related mathematical and quantitative techniques
• Broad understanding of analytical tools and related systems, including spreadsheets, accounting and performance measurement systems, Excel VBA, SQL, Tableau, and PowerPoint
• Strong oral and written communication skills and attention to detail
• Experience interacting with and communicating to various stakeholders regarding industry standard performance measurement and benchmarking practices
• Self-starter who thrives in an entrepreneurial environment
• Organizational skills with an ability to meet deadlines with accuracy
• Team player with the demonstrated ability to build relationships and collaborate across teams to influence outcomes
• Prior management experience is desirable

Email cover letter and resume to: [email protected]