Job Description

Investment Operations Analyst

Children's is one of the nation's leading children's hospitals. No matter the role, every member of our team is an essential part of our mission to make kids better today and healthier tomorrow. We're committed to putting you first, and that commitment is at the heart of our company culture: People first. Children always. Find your next career opportunity and make a difference doing what you love at Children's.

Job Description

The Investment Operations Analyst will contribute to the daily activities and responsibilities of the Investment Office team and learn all aspects of investment operations across multiple global asset classes. This role reports to the Investment Operations Manager.

Experience

• One to three years of relevant work experience in investment management, accounting, investment operations, financial analysis, or a related financial services role

Preferred Qualifications

• Experience in investment operations or data analytics

Education

• Bachelor's degree in Business Administration, Finance, Mathematics, Accounting, Economics, or related field

Certification Summary

• No professional certifications required

Knowledge, Skills and Abilities

• Knowledge of performance and risk measurement best practices and the calculations that underlie them
• Experience and proficiency in Microsoft Office Suite, specifically Microsoft Excel, and strong foundational quantitative and analytical capabilities
• Ability to work effectively in a time-sensitive environment, consistently meet deadlines, and adapt to challenges
• Demonstrated self-starter who can balance competing priorities, and work autonomously and as a part of a high performing team
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills, with commitment to delivering error free work
• Capable of building relationships with internal and external professionals while representing Children's Investment Office
• Interest & aptitude in investments/finance/operations
• Ability & willingness to travel as needed

Job Responsibilities

• Monitor and reconcile portfolio activity (rebalancing, capital calls & distributions, account set-up & termination) across numerous data platforms
• Manage the collection of data required for monthly and quarterly investment performance reporting.
• Track and maintain investment and operations data and follow established processes for circulating this information internally.
• Learn, follow, and facilitate updating of all developed processes and established practices of the Investment Office; create and maintain policies and procedures as needed.
• Develop acumen in reviewing investment manager documents and aid in the populating of required documentation for investment activity (e.g. subscription documents, redemption documents).
• Track and manage performance and analytics requests from across Investment Office.
• Assist with the preparation of performance presentations and reports for the Investment Committee and other internal and external stakeholders.
• Contribute to the enhancement of performance reporting processes and methodologies.
• Assist with on-boarding new service providers and external vendors as needed.
• Cross train with team members.
• Facilitate the completion of Children's annual audit and tax filings, and periodic Investment Office internal audit.
• Maintain Investment Office internal document & data organizational systems.
• Serve as Investment Office resource and liaise with broader Children's organization, as needed.

Children's Healthcare of Atlanta is an equal opportunity employer committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, sex, religion, national origin, citizenship, age, veteran status, disability or any other characteristic covered by applicable law.

Primary Location Address

1575 Northeast Expy NE

Job Family

Finance

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