Operations Associate - Investment Office

About the role

Carnegie Mellon University seeks an Operations Associate to join our team. This is an exciting opportunity for someone who thrives in an interesting and challenging work environment.

Responsibilities

• Manage documentation and processes to onboard new external investment managers.
• Monitor investment manager requests and coordinate with responsible investment team members.
• Review quarterly valuations and transactions for the Long-Term Pool investment portfolio and post accounting entries in the general ledger.
• Prepare dashboards and periodic portfolio analytics.
• Aid in the tracking of portfolio company level data for private equity fund investments.
• Aid in the operational due diligence review for private equity and hedge fund managers.
• Aid in AI integration projects within the Investment Office.
• Support audit, tax, and other regulatory filings.

Requirements

• Bachelor’s degree in business, accounting, economics or finance required; CPA desired.
• Minimum five years in a finance, accounting or auditing position.
• Previous investment operations or asset management experience is a plus.
• Experience with investment operations platforms such as Dynamo, Geneva Advent, BNY Nexen, Microsoft Power Bi is a plus.

Qualifications

• Knowledge of professional practice in financial accounting and reporting, internal controls, and external reporting.
• Ability to read, interpret, and analyze GAAP and IFRS financial documents.
• Ability to problem solve and gather/analyze information skillfully and efficiently.
• Technical proficiency in Microsoft Excel.
• Ability to analyze large data sets and identify patterns and gaps within the data.
• Team player approach to collaboration, strong organizational skills and ability to handle multiple tasks with accuracy and attention to detail, and a keen sense of prioritization and planning.
• Excellent interpersonal, listening, and communication skills and high standards of professional ethics and integrity.

Benefits

Joining the CMU team opens the door to an array of exceptional benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance. Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more!