Financial Analyst, Valuation and Performance - 71590
Description Financial Analyst, Valuation and Performance
Stanford Management Company (SMC) is seeking qualified candidates for the position of Financial Analyst, Valuation and Performance. SMC, a division of Stanford University, was established in 1991, and is responsible for managing the Universitys $24 billion of endowment and trust assets and temporarily invested expendable funds. The majority of the Universitys endowment assets are invested in a diversified portfolio of actively managed financial and real estate assets, deployed through external investment managers.
The Financial Analyst, Valuation and Performance will be responsible for performing SMCs operational services, ensuring the integrity of financial data, and performing complex financial analyses for the Universitys investments. The Financial Analyst will maintain investment data and resolve issues in SMCs investment accounting and performance systems, develop complex financial analysis using excel or other third party tools, assist in the development and/or implementation of best practices to improve business processes and work closely with the Investment Management team to provide thoughtful and meticulous financial reporting. The Financial Analyst may work individually, or paired with a business intelligence analyst, to design system solutions, develop financial reporting or solve operational challenges.
- Perform core business processes for the investment portfolio related to the following general areas of responsibility: account management; transaction support; investment accounting and pricing; and performance and analytics reporting.
- Update transactional data for assigned group of accounts in SMCs Investment Accounting and Private Equity analysis systems. Work closely with Stanford University investment accounting to accurately input and report Stanford Universitys financial information.
- Provide subject matter expertise for assigned segment of the portfolio. This includes understanding the strategies of underlying accounts, the historical composition of the asset class, accounting entries, anticipated cash flows, and valuation policies and reporting provided to support investment decisions and historical analysis.
- Review, maintain, and analyze performance returns for assigned asset class and all portfolios within their assigned asset class.
- Maintain fund administrative information, including account reference data, key fund terms, unfunded commitment and fund ownership.
- Will be required to provide subject matter expertise, functional testing and workflow planning to support SMCs systems projects including business requirements analysis, developing complex workflows and translating this knowledge to tangible artifacts.
- Responsible for the creation and maintenance of board level investment presentations in excel, power point and tableau. This will require engaging with individuals across the organization to understand business drivers and develop insightful and visually pleasing representations of investment information.
Qualifications MINIMUM REQUIREMENTS:
Education & Experience:
Bachelors degree and six years of relevant experience, in a quantitative discipline such as economics, finance, or accounting, or combination of education and relevant experience.
Knowledge, Skills and Abilities:
- Masters degree in business, finance or accounting preferred.
- Knowledge of financial concepts and investments, with previous experience in the financial services industry or in a finance related field.
- Knowledge of computer system capabilities, business processes and workflow.
- Experience in system implementations including business requirements analysis and documentation, understanding system data models, developing complex workflow and translating this knowledge to tangible artifacts.
- Experience using the following systems preferred: Private I, Eagle STAR, Eagle PACE, BNY Mellon Workbench.
- Must be able to perform complex financial analysis using excel.
- Must possess an understanding of general accounting principles, investment accounting and financial statement analysis.
- Must be able to read legal agreements for key investment terms.
- Must be familiar with presenting financial data effectively using tables, charts and other data presentation methods.
- Effective verbal and written communication skills and strong project management skills.
- Ability to work as part of a team and support peers as necessary.
- Ability to prioritize workload, set deadlines independently and complete tasks in a timely and efficient manner.
- Ability to think critically, cut through complexity, synthesize and articulate complex concepts in a simple, meaningful fashion.
- Ability to utilize internal/external resources and interact with all levels of the organization with a cooperative and service-oriented attitude and demeanor.
Certifications and Licenses:
CFA, CPA, CAIA, CIPM or willingness to work towards one of those designations.
* - 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 his or her job.
- 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.
- Routine extended working hours during peak cycles; travel to school/unit sites across university.
We are hiring for two Financial Analyst positions.
- 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 Universitys 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.
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.
Location: Stanford Management Company
Job Code: 4453