Senior Investment Operations Associate

7 days ago

Palo Alto, California, United States Stanford Management Company Full time
Job Summary

Stanford Management Company (SMC) is seeking a highly skilled and detail-oriented Senior Investment Operations Associate to join our team. As a key member of our investment operations team, you will be responsible for performing rigorous performance analysis, administering the information flow of SMC's external managers, and providing timely and accurate investment information to the investment team.

Key Responsibilities
  • Analyze and publish performance results for marketable and non-marketable investments, ensuring compliance with regulatory and industry standards.
  • Provide constituents with relevant, accurate, and consistent information for investment oversight and decision making.
  • Design effective, relevant, and focused management reports and dashboards, and ad-hoc analyses as needed.
  • Produce daily asset allocation reporting, explaining key fluctuations and changes for use by the Investment Team.
  • Research and design solutions in performance measurement, attribution, and analytics.
  • Create business requirements for building custom performance reports, working closely with IT team, and lead user acceptance testing.
  • Maintain the integrity of accounting and investment data for Merged Pool investments.
  • Monitor all investment approvals and activity, accurately record activity, and serve as the primary interface with internal and external parties.
  • Maintain strong control environment to comply with established policies and controls. Recommend process and control improvements as needed.
  • Process, review, and analyze investment valuations and transactions. Perform complex reconciliations to ensure consistency with custodian records.
  • Participate as a member of a project team, support new initiatives. Make decisions determining approach to managing and completing processes.
  • Work closely with Investment Team, other teams across SMC, the University and other external service providers to identify and resolve issues.
Requirements
  • Bachelor's degree and four years of applicable experience in the areas of investment operations, accounting, and/or investment management, fund administration, or a combination of education and relevant work experience.
  • Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel.
  • Strong financial modeling experience and proficiency in business intelligence applications to produce analysis and presentations.
  • Demonstrated quantitative and analytical skills, including performance, attribution, and financial analysis.
  • Experience using Bloomberg terminal.
  • Experience with performance and attribution systems.
  • Understanding of securities industry including derivatives and other complex financial instruments as well as security asset classes, investment processing, business protocol, and reporting standards.
  • Demonstrated knowledge of and experience with accounting systems.
  • Advanced understanding of and ability to apply accounting skills and concepts and knowledge of Generally Accepted Accounting Principles.
  • Strong professional communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.
  • Advanced project management skills and demonstrated initiative with strong attention to detail.
Working Conditions

Routine and extended working hours during peak cycles.

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