Investment Operations Analyst

Job Summary

The Investment Office at Northwestern University acts as stewards of the university's endowment to provide a stable and growing income for academic and research goals. We are seeking an Investment Operations Analyst to join our team. The ideal candidate should have strong accounting skills, be detail-oriented, and possess a collaborative and adaptable nature.

Essential Duties and Responsibilities

• Support the Manager of Performance Reporting with the entry and validation of accounting data, reconciliation of data between custodian banks and other counterparties, and the entry and approval of cash wires.
• Support the Principal Software Engineer and data analytics team in ongoing efforts related to our internal data warehouse and tools for investment reporting. Work with AI tools to automate tasks and improve efficiency. Assist with data validation.
• Support the Director of Operations and the operations team in ongoing efforts related to operational due diligence, audit, tax accounting and reporting, compliance and regulatory reporting, document and data collection and extraction, and external surveys.

Minimum Qualifications

• Bachelor’s Degree in Accounting, Finance, Business or similar field required. Minimum 3.8 GPA.
• Computer Science, Math or similar quantitative minor/concentration encouraged.
• Curiosity and comfort with technology and AI. A willingness to learn and grow.
• Collaborative, team-first approach.
• Highly accurate and detail oriented.
• Highest level of integrity, intellectual capability, and professionalism.
• 0 to 3 years of relevant work experience in an investment management / asset allocator / custodian / administrator operations and/or accounting environment.
• Strong proficiency with Microsoft Excel.
• A working understanding of capital markets and investment strategies a plus.
• Strong verbal and written communication skills.

Preferred Qualifications

• Experience with AI tools (OpenAI, Claude, Gemini) preferred.
• Experience with Microsoft PowerBI, Solovis, Bipsync or Canoe software applications a plus.

Benefits

Northwestern University offers a comprehensive benefits package including health, dental, vision, disability, and life insurance; paid vacation and holidays; paid medical/sick and parental leave; tuition benefits for the employee and dependents; pre-tax and flex spending accounts for commuting and dependent care; generous retirement savings options; and wellness programs. For more information, visit this link.

Pay

The target hiring range for this position is between $70,000-85,000 per year. Offered salary will be determined by the applicant’s education, experience, knowledge, skills and abilities, as well as internal equity and alignment with market data.

Schedule

The schedule for this position is flexible and will be determined based on the needs of the department and the individual’s qualifications.