Job Description
Position DescriptionThe Investment Operations Analyst will be responsible for providing investment operational support for the $1.8 billion endowment, as well as the $1.3 billion operational pool, at the Texas Tech University System. The role will primarily focus on duties within Cash Management, Accounting, Data Management, and Reporting, but will also include various other investment operational duties.
About the University
Established in 1996, the Texas Tech University System is one of the top public university systems in the nation, consisting of five universities – Texas Tech University, Texas Tech University Health Sciences Center, Angelo State University, Texas Tech University Health Sciences Center El Paso and Midwestern State University.
Headquartered in Lubbock, Texas, the TTU System is a more than $3 billion enterprise focused on advancing higher education, health care, research and outreach with approximately 21,000 employees and 63,000 students, more than 400,000 alumni, a statewide economic impact of $16.4 billion and an endowment valued at $1.7 billion. In its short history, the TTU System has grown tremendously and is nationally acclaimed, operating at 24 academic locations in 20 cities (18 in Texas, 2 international).
In addition, the TTU System is one of only nine in the nation to offer programs for undergraduate, medical, law, nursing, pharmacy, dental and veterinary education, among other academic areas.
Major/Essential Functions
Reconcile capital activity and valuations to ensure data accuracy and integrity
Monitor and analyze investment data, identifying trends and resolving any discrepancies
Produce and maintain reports related to investment activity and performance
Assist with monitoring receipt of tax documents from external investment managers
Perform cash reconciliations
Assist with various operational processes, like derivative reconciliations
Create dashboards and reports using investment management systems, Excel, Power Query and Power BI
Required Qualifications
Bachelor's degree in IT, Finance, Accounting, Economics or a related field required plus one year progressively responsible related experience.
Preferred Qualifications
Experience with the Power Suite in Microsoft including Power Query and Power BI
Strong analytical skills and attention to detail
Ability to work collaboratively in a team environment
Excellent communication skills, both written and verbal
Experience with investment management systems and/or performance reporting systems such as Caissa, Fact Set IRN, and Evestment is a plus