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Investment Operations Analyst, School & Department Funds

Stanford Management Company, Stanford, California, United States

New

Finance

Post Date 8 hours ago

Requisition # 107254

Investment** **Operations** **Analyst,** **School** **&** **Department** **Funds

Stanford Management Company (SMC), the University’s investment office, invests the Merged Pool, which includes substantially all of the University’s investable endowment assets. SMC is seeking an organized and detail-oriented Investment Operations Analyst, School & Department Funds (SDF).The SDF 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 and will work closelywithinafive-personteamtoprovideinvestment operationsservicesfortheseseparately invested portfolios.The core operational duties will require excellent execution and organizational skills toensure timely and accurate investment data tosupport investments in start-up companies and fund managers.

CORE** **DUTIES*:

• Process, record, and perform recurring operational functions throughout a start-up investment’s lifecycle, following the relevant guidelines to support the schools, assisting with certificate management,shareholder consent processing,corporateactionupdates,andcompletingappropriatedocumentationforrealizations.

• Prepare, track, and analyze data elements required to update investment records based on corporate action activity. Ensure work complies with complex internal policies and external regulations which may require interpretation.

• Collect, enter, research, and reconcile investment transactions and records on an ongoing basis across all internal and external custodial systems, to ensure integrity and accuracy of data. Ensure related documentation is completed and archived.

• Interact with brokers and custodian bank; identify, investigate discrepancies, and resolve issues; ensure completion and follow-up of outstanding items, including confirming transactions are properly executed and instructing business partners to ensure accurate recording of all activity.

• Provide effective, relevant, and focused analytical support for Board investment reports and dashboards.

• Archive investment fund manager documentation from manager portals onto internal data storage systems.

• Interface with key internal and external stakeholders, including exhibiting a strong

• customer service orientation.

• 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.

_* - Other duties may also be assigned_

MINIMUM REQUIREMENTS:

Education & Experience:

Bachelor’s degree and two years of relevant experience, or a combination of education and relevant work experience.

Knowledge, Skills and Abilities:

• Experience with a variety of investment types (public and private).

• Understanding of and ability to apply accounting skills and concepts. Knowledge of and experience with accounting systems.

• Proficiency in business applications, such as Microsoft Office suite, especially Excel.

• Experience in financial modeling and business intelligence applications to produce analysis and presentations.

• High degree of accuracy, strong attention to detail, and efficient execution of responsibilities

• Robust organizational skills and ability to prioritize workload, set deadlines independently, and complete tasks in a timely and efficient manner.

• Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.

Certifications and Licenses:

None

PHYSICAL REQUIREMENTS*:

• Constantly sitting.

• Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.

• Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.

• Rarely reach/work above shoulder.

_* - 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 the job._

WORKING CONDITIONS:

Routine and extended working hours during peak cycles.

WORK STANDARDS:

• 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 expected pay range for this position is $98,000 - $105,000 per annum. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.

At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website ( **https://cardinalatwork.stanford.edu/benefits-rewards** ) provides detailed information on Stanford’s extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.

Why Stanford is for You

Stanford University has revolutionized the way we live and enrich the world. We are a collaborative environment that thrives on innovation and continuous improvement. We seek talent committed to excellence, driven to impact the future of our legacy, and improve lives on a global sphere. We provide competitive salaries, excellent health care and retirement plans, and a generous vacation policy. Ourcultureandunique perksempower you with:

• **Freedom to grow.** Take advantage of career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or leader discuss global issues.

• **A caring culture.** We understand the importance of your personal and family time and provide you access to wellness programs, child-care resources, parent education and consultation, elder care and caregiving support.

• **A healthier you.** We make wellness a priority by providing access to world-class exercise facilities. Climb our rock wall, or participate in one of hundreds of health or fitness classes.

• **Discovery and fun.** Visit campus gardens, trails, and museums.

• **Enviable resources.** We offer free commuter programs and ridesharing incentives. Enjoy discounts for computers, cell phones, recreation, travel, entertainment, and more!

_Stanford is an equal 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._

Additional Information

+ **Schedule: Full-time**

+ **Job Code: 2598**

+ **Employee Status: Regular**

+ **Grade: H**

+ **Requisition ID: 107254**

+ **Work Arrangement : Hybrid Eligible**