Portfolio Implementation Associate Jobs in Virginia

Job Summary

This professional will be a core member of Investure's Reporting & Analytics Team. Reporting to the Chief Data Officer or other senior member of the group, this role will be primarily responsible for supporting a diverse set of performance analytics and reporting tasks crucial for both Investure's clients and Investment Team. Investure manages a global multi-asset portfolio and this person will (i) contribute to the creation and review of performance analytics in a variety of reports delivered to clients regularly, (ii) support ongoing work on portfolio analytics for internal use and for client reporting, (iii) work with various datasets to ensure accuracy and reliability of analysis prepared by the team, (iv) collaborate with internal teams on new analytics, and (v) continue to learn analytical skills to support the team's mission of data accuracy and best in class portfolio analytics. The position is based in-office with a remote option on Fridays.

The ideal candidate should possess a natural curiosity, an affinity for the quantitative nature of the work, and a passion for collaborating as a team to deliver a high volume of reporting. This individual will also demonstrate a strong work ethic, be detail oriented, have strong project management skills, be willing to continuously improve quantitative abilities, and have an interest in financial markets. Cultural fit, humility, and maturity are imperative.

Investure will not sponsor H-1B or other employment-related visas for this position.

The Company

Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $19 billion as of June 2025, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes, including fixed income and credit, global public equities, alternative investments (e.g., hedge funds, private equity, venture), and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork, collegiality, and integrity. We are a mission-driven organization that values continuous improvement, excellence, and employee engagement.

Essential Functions

• Produce and review all aspects of portfolio reporting for clients and the Investment Team, including monthly and quarterly performance reports, annual performance reports, exposure reporting and analysis, benchmark and comparative analysis, liquidity analytics, portfolio stress testing, and private portfolio modeling
• Handle a variety of ad-hoc data projects, as needed, with high attention to detail and a strong ability to prioritize and juggle multiple deliverables
• Communicate effectively with internal stakeholders regarding workflows, deadlines, and priorities to help manage a high volume of deliverables
• Support the development and maintenance of proprietary data systems, applying statistical and quantitative methods in financial modeling and performance analytics when needed
• Lead training sessions for those who need and use firm's reporting and risk software applications
• Be proactive in offering thoughts around investment performance and risk concepts; be engaged on new ideas and trends around performance reporting within the industry
• Become proficient in using various proprietary performance, risk, and accounting tools
• Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language, along with other database tools, to add value to team deliverables
• Provide support and quality control to reconciliation efforts to ensure data quality for deliverables
• Assist team as needed on the implementation of new tools and tool integration into the wider data framework
• Oversee the data analytics team version control environment and drive improvements in our process automation goals
• Help train, mentor, and supervise junior teammates
  

Responsibilities and title will ultimately be commensurate with the professional's experience and demonstrated faculties and judgment.

Education, Experience & Skills

• 4-7+ years relevant experience required
• Bachelor's degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
• Proficient using standard office software such as Word, PowerPoint, Outlook
• Power user of Excel; basic knowledge of SQL is useful but can be learned on the job
• Some Python proficiency is required (or similar language like Julia/R)
• Some knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
• Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and analysis
• Ability to communicate (in written form) insights and takeaways from investment performance results
• Strong attention to detail in quantitative and financial analysis with a process-orientation towards checks and controls
• Ability to handle confidential information with a high degree of professionalism
• Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals is a plus
  

Guiding Principles

• Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives
• Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures
• Service: Puts the team mission and clients first. Illustrates mission driven outlook and approach
• Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good
• Teamwork: Takes a collaborative and selfless approach. Operates under the "Golden Rule"
• Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals

Position Based Competencies

• Accuracy: Identifies and corrects mistakes; improves accuracy and efficiency consistently; demonstrates and cultivates attention to detail
• Team Orientation: Works well as part of a team and helps build a strong culture of teamwork with other teams
• Process Management: Follows protocol and processes and helps to improve them; willing to ask questions
• Planning: Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets deadlines consistently
• Communication: Demonstrates clear, thoughtful and thorough verbal and written skills
• Adaptability: Quick learner; open to change, feedback, and continuous process improvement

To apply for this position, interested parties should visit our website: www.investure.com/careers.