Investment Operations Analyst, School & Department Funds
Stanford Management Company
Location: Stanford, California
Type: Full Time
Finance, Economics, Banking
Stanford Management Company (SMC) is seeking qualified candidates for the position of Investment Operations Analyst, School & Department Funds. SMC, the University’s investment office, is responsible for managing the University’s endowment funds, which provide critical financial support to current and future generations of students and scholars, supplying over one fifth of the University’s operating budget each year. The School & Department Funds group provides administrative and reporting support for separately invested portfolios with different objectives and mandates for specific schools and departments. These portfolios include, The Stanford Business School Trust, the Stanford Engineering Venture Fund, the Department of Athletics Investment Fund, the President’s Venture Fund, the Law School Venture Fund, the Hoover Fund, among others.
The Analyst will report to the Director, School and Department Funds (SDF) and will work closely within a four-person team to provide middle and back office services for these separately invested portfolios. The core operational duties will require excellent execution and organizational skills to support investments in start-up companies and fund managers.
Process, record, and perform recurring fund and start-up administrative responsibilities related to SDF investment data for externally managed funds and direct investments.
Support the transition of investment data and reporting into a new performance system, enter and maintain data, and reconcile investment records on an ongoing basis across all internal systems, to ensure integrity and accuracy of data.
Monitor all transactional investment deal flow and serve as the primary interface with internal & external parties to ensure completion and follow-up of outstanding items, including confirming transactions are properly executed, tracking deal flow activity, and instructing business partners to ensure accurate recording of all activity.
Responsible for operational functions throughout a start-up investment’s lifecycle, following the relevant guidelines to support the schools, assisting with quarterly valuations and corporate action updates, and completing appropriate documentation for realizations.
Effectively communicate and assist with reporting investment data to senior internal and external stakeholders.
Develop and maintain desktop procedures and documentation in a clear and concise manner.
Participate in critical analysis of existing systems and processes, and identify opportunities for process improvement.
Education & Experience:
Associate degree plus two years of applicable experience, or combination of education and relevant work experience.
Knowledge, Skills and Abilities:
High degree of accuracy, strong attention to detail, and efficient execution of responsibilities.
Robust organizational abilities and ability to prioritize workload, set deadlines independently and complete tasks in a timely and efficient manner.
Familiarity with a variety of investment types (public and private) and fund administration functions.
Understanding of and ability to apply accounting skills and concepts.
Proficiency in business applications such as Microsoft Excel and other Microsoft Office applications.
Ability to effectively communicate information and professionally interact with internal and external parties with a cooperative and service-oriented attitude and demeanor.
Ability to learn project management skills and to participate as part of a project team.
Team orientation and strong interest in supporting the work of university assets.
Certifications and Licenses: None
Constantly perform desk-based computer tasks.
Frequently sit, sort, file paperwork or parts, grasp lightly, and use fine manipulation, lift, carry, push and pull objects that weigh 10 pounds or less.
Occasionally write by hand, twist, bend, stoop and squat.
Rarely stand, walk, reach or work above shoulders and use a telephone.
May work extended hours during peak business cycles.
Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University’s Administrative Guide, http://adminguide.stanford.edu.
A background check will be required for all final candidates.
We are not able to provide relocation or sponsorship for this position.
The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
Stanford Management Company (SMC), the University’s investment office, is responsible for managing the University’s endowment funds, which provide critical financial support to current and future generations of students and scholars, supplying over one fifth of the University’s operating budget each year. SMC pursues a long-term, global, multi-asset class investment strategy that couples disciplined asset allocation with superior active management. The investment portfolio is designed to optimize long-term returns, create meaningful annual payouts to the University’s operating budget, and preserve purchasing power for future generations of Stanford scholars and academics. With Stanford University’s brand and SMC’s reputation as a thoughtful, long-term source of capital, SMC is able to partner with the best investment firms in the world to drive superior returns.