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Oracle AR Specialist focusing on architecture and applications for financial processes in a complex corporate environment. Engaging with stakeholders to ensure compliance and process evolution.
About the role
- Investment Analyst supporting analytical and operational tasks for the investment lifecycle and governance in a multi-asset portfolio. Emphasis on AI-driven reporting and diversification beyond real estate holdings.
Responsibilities
- The Investment Analyst is the primary analytical and operational partner to the Director of Investments.
- Support the full investment lifecycle across a complex, multi-asset, multi-entity portfolio.
- Strengthens governance through independent analysis.
- Expands operational capacity through ownership of reporting and fund administration.
- Build institutional continuity.
- Initially, focused on private fund operations, reporting, data integrity, and infrastructure.
- Actively use AI and automation to streamline workflows, reduce manual effort, and accelerate analytical and strategic work.
- Play a direct role in advancing portfolio diversification.
- Support research, manager evaluation, and investment committee materials.
- Conduct independent due diligence on current and prospective investment managers.
- Prepare investment memoranda, performance reviews, and analytical frameworks.
- Support asset allocation analysis, portfolio rebalancing, and manager monitoring.
- Contribute an independent analytical perspective to Investment Committee decisions.
Requirements
- 3–7 years’ experience in institutional investing, wealth management, or a family office environment
- Multi‑asset class investment knowledge across public and private markets
- Hands‑on experience with private fund operations and investment reporting
- Strong analytical, performance measurement, and attribution skills
- Advanced Excel and PowerPoint proficiency
- Demonstrated, practical use of AI tools to accelerate professional workflows
- Excellent written and verbal communication skills
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking.
- CFA or CAIA designation (or progress toward one) preferred
- Experience with portfolio analytics platforms (e.g., Addepar or similar) preferred
- Familiarity with private fund automation tools (e.g., Canoe or equivalents) preferred
- Experience in multi‑entity investment structures preferred
- Exposure to Python, SQL, or automation-enhancing tools preferred.
Benefits
- Competitive compensation
- Professional development support
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