Investment Operations Analyst

Investment Operations Analyst

The Office of Investments is seeking an Analyst to join our collaborative operations team, working alongside others who value intellectual curiosity and teamwork. We welcome early career professionals, 0-2 years of experience, with a strong work ethic, analytical mindset, and exceptional written and verbal communication skills. Team orientation, critical thinking, and intellectual curiosity are highly valued. The Investment Operations Analyst supports the Investment Office's operational data management and reporting needs. Reporting to a manager and working closely with senior analysts, the Analyst assists with internal controls, data collection, reconciliation, reporting, and documentation. The role requires conceptual knowledge of practices and procedures within the discipline, typically gained through a college degree or equivalent experience, and builds proficiency by performing structured work assignments under supervision.

Responsibilities include:

• Supports established internal controls and procedures to collect, reconcile, and report cash flow, valuation, and performance-related data; follows documented processes and checklists.
• Performs routine investment support functions, such as data requests, standard reconciliations, document intake, and status tracking, while building familiarity with systems, stakeholders, and workflows.
• Assists with centralizing and maintaining key investment data, including liquidity terms, holdings, performance details, and manager communications, by entering, updating, and validating information in approved repositories.
• Supports process documentation by maintaining organized records (notes, supporting files, and audit trails) and updating documentation as directed.
• Uses existing procedures to investigate routine data questions; escalates discrepancies, breaks, or non-standard items to more senior team members for resolution.
• Prepares routine exhibits, extracts, and data sets for internal stakeholders using standard templates; verifies completeness and formatting prior to distribution.
• Assists with daily/weekly data verification activities, such as cash position checks, tracking inflows/outflows, and basic exposure checks, according to established procedures and under supervision.
• Supports performance reporting processes by gathering inputs, performing basic validations, and helping maintain historical records; does not independently own final calculations without review.
• Assists in collecting and reporting data for industry surveys and peer benchmarking by following standard instructions and maintaining organized historical files.
• Participates in process improvements by identifying recurring issues, suggesting clarifications to documentation, and helping test small enhancements under direction, such as template improvements, quality checks, and workflow steps, etc.
• Learns and applies office tools, for example Excel, reporting platforms, and documentation systems, through formal training and on-the-job coaching. May assist with basic testing/QA steps using provided test scripts.
• Supports many facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
• Sources and performs due diligence of potential new investments. Performs industry analysis to determine investment attractiveness of various investment strategies.
• Performs other related work as needed.

Minimum qualifications include a college or university degree in a related field and knowledge and skills developed through less than 2 years of work experience in a related job discipline.

Preferred qualifications include some exposure in investment operations, performance analysis, or related discipline, and familiarity with applying AI and machine learning tools for investment and operations workflow automation, data validation, and performance analysis.

The position offers the option to work remotely on Fridays, except when required on-site for manager meetings. In-office presence is required Monday-Wednesday.

Application documents required include a resume/CV and cover letter, which must be uploaded via the My Experience page in the section titled Application Documents of the application.

The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.

The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law.