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The Operations Analyst position will provide assistance to the Director of Investments and both Investment Analysts in the following manner:
Provide specialized data management for various software and portfolios, including investment management software applications for five separate investment portfolios
Serve as the investment office data steward for all technology used and any future investment software acquired
Gather, organize, summarize, and analyze data of five investment portfolios within prescribed quarterly timeframes.
Prepare operational due diligence reports as it relates to all existing as well as potential managers across all portfolios.
Assist Director of Investments with creation of quarterly board presentations and board materials, including retreats.
Serve as primary contact with all managers, due diligence itinerary, quarterly reporting, and any special requests.
Assist Director of Investments with cash flow management of private assets.
Prepare all NCSIF Board and Committee meeting minutes.
Complete assigned projects in a timely and accurate manner, conforming to specifications provided by the Vice Chancellor, Finance and Administration, the Associate Vice Chancellor, Finance and University Treasurer, the Director of Investments, and the various Foundation, Investment & Endowment Boards.
Assist the Director of Investments with other special projects as needed.
Attend weekly investment team meetings
Bachelor degree in a closely related field such as accounting, banking, finance, business and/or economics; or an equivalent combination of education and related experience.
Ability to work effectively under pressure with minimal direction.
Exceptional written and verbal communication skills are necessary as successful candidates will be expected to communicate effectively with managers, and or Boards.
Establish and maintain effective working relationships with board members, departmental staff, campus customers, University and foundations management and external investment management and consultants
Three to five years of investment-related experience.
Bachelor's Degree preferred in Business or Finance or a closely related quantitative field such as accounting, banking, finance, business, or economics.
Prefer experience in an operational environment, or environment with a broad range of responsibilities as it relates to investments.
Exposure to various investment performance packages such as Bloomberg, FactSet, Morningstar, Dynamo and Alternative Soft is preferred.
Prefer advanced Microsoft Office skills, specifically expertise in Microsoft Excel, Word, and PowerPoint as well as a working knowledge of Adobe and or InDesign.
Required license or certification:
Position Number: 00107876
NC State University is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, gender identity, age, sexual orientation, genetic information, status as an individual with a disability, or status as a protected veteran.
If you have general questions about the application process, you may contact Human Resources at (919) 515-2135 or email@example.com. Individuals with disabilities requiring disability-related accommodations in the application and interview process, please call 919-515-3148.
Final candidates are subject to criminal & sex offender background checks. Some vacancies also require credit or motor vehicle checks. If highest degree is from an institution outside of the U.S., final candidates are required to have their degree equivalency verified at www.wes.org or equivalent service. Degree(s) must be obtained prior to start date in order to meet qualifications and receive credit.
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