We are looking for an experienced, detail-oriented investment specialist to provide interim leadership and analytical support for a major foundation in Indianapolis, Indiana. This Long-term Contract position will focus on portfolio oversight, investment operations, governance support, and collaboration with external advisors and managers. The role is well suited for someone who can balance day-to-day execution with clear communication, strong documentation, and thoughtful guidance for internal stakeholders. You will play an important part in strengthening investment processes while supporting informed decision-making across the organization.
Responsibilities:
โข Act as the main point of contact between the foundation and outside service providers, including custodians, investment managers, and other key partners.
โข Oversee the timely processing of private market activity such as capital calls, commitment tracking, and related fund movements.
โข Contribute to manager research, portfolio reviews, performance analysis, and preparation of investment reporting materials.
โข Maintain thorough records of investment actions, recommendations, and supporting documentation to meet governance, compliance, and audit expectations.
โข Improve and formalize investment workflows, including procedures connected to an outsourced investment management structure.
โข Create and deliver educational sessions that help staff understand core investment concepts, portfolio oversight, and governance practices.
โข Organize policies, procedures, committee documents, and other investment materials within SharePoint for easy access and consistency.
โข Partner with internal teams to expand investment knowledge across the organization and promote a stronger understanding of the foundation's portfolio approach.
โข Bachelor's degree in Finance, Economics, Accounting, Business, or a closely related discipline.
โข At least 7 years of experience in institutional investing, portfolio management, investment operations, consulting, or a similar environment, including CFA Level concepts.
โข Strong knowledge of portfolio construction, investment analysis, and operational processes across traditional and alternative asset classes.
โข Hands-on experience managing private equity or other alternative investment activity, including capital call administration.
โข Familiarity with investment governance, committee support, compliance documentation, and audit-ready recordkeeping.
โข Ability to work effectively with external managers, custodians, and internal stakeholders in an advisory capacity.
โข Excellent written and verbal communication skills, with the ability to explain investment topics to varied audiences.
โข Experience with SharePoint and credentials related to institutional investing are valued.