Job Summary
This professional will be a core member of Investure’s Client Relations Team reporting to the Managing Director of the Client Team. The individual will be primarily responsible for providing day-to-day support for client meeting presentations, reporting, and other customized communications for client boards and committees. The candidate will be expected to design, prepare, and deliver high-quality communications and reports that analyze and effectively communicate portfolio information to client boards and committees.
The ideal candidate should possess a natural curiosity, an affinity for the client-centered nature of the work, and a passion for collaborating as a team. The incumbent should have a client service mindset with experience in best practices of client service and communication with a strong interest in serving non-profits. This individual will be highly organized and detail-oriented with the ability to multi-task and thrive in an ever-changing environment and a willingness to continuously improve. An understanding of institutional multi-asset class portfolios and/or a strong desire to learn and understand these portfolios (coupled with strong analytical skills) is required. Cultural alignment, humility, and maturity are imperative. The position is based in-office with a hybrid option available for remote on certain days of the week.
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 $18 billion as of August 2024, 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
Responsible for supporting the Client Relations Team with various responsibilities including but not limited to the below:
-Client/Prospective Client Presentations and Reporting
- Help senior Client Relations Team members efficiently manage development of client materials from concept to final approvals for senior management; create and support content development of client investment committee (“IC”) and board presentation materials, whether in written communications, PowerPoint, or analytical reports; prepare, edit, and manage ongoing updates and enhancements to these client deliverables
- Partner with Investure’s Reporting & Analytics Team and utilize Investure’s software tools to extract data as necessary and synthesize into client deliverables; understand how and where client and portfolio data originates and what drives performance to translate exposures and performance information into IC presentations, regular reporting, board presentations, and written narratives, or other portfolio reporting for client committees, boards, and staff
- Execute and help facilitate distribution of regular client reporting including monthly, quarterly, and annual client reporting
- Oversee accurate completion of ad hoc requests or analyses from clients and also for internal principals and team members
- Provide current and prospective clients with due diligence information necessary to understand the firm’s business and investment strategies; respond to RFPs, questionnaires, and similar requests
- Understand compliance considerations and necessary disclosures for outgoing materials/analyses
-Client Relationship Management
- Maintain and utilize internal CRM system, including logging client contacts, pipelines, calendars, client calls, meetings, and other relevant client updates
- Maintain Investure client portal
- Attend and listen to all IC meetings, take notes and produce and manage process around approving clients’ IC minutes
- Prepare internally used materials and analyses to help support senior management before presentations or meetings
- Manage and prepare responses to outstanding client inquires, requests and other follow-up, ensuring timely and accurate responses
- Ensure clients’ portfolios and unique qualities are captured in presentations, analyses, and internal CRM system
- Track, prepare, and manage process around preparing materials for onboarding of new client staff and IC members
- Research and produce insightful content on ad hoc educational topics for clients (both IC and client staff)
- Regularly track industry publications and databases for relevant market knowledge, competitive data, and client searches
-General / Other
- Take interest and stay informed of potential and current investments, investment philosophy and process, and macroeconomic events that may affect client portfolios
- Support distribution of deliverables to clients
- Assist in planning of client meetings and events and support ad hoc project requests
- Closely collaborate with the other members of the Client Team in envisioning and implementing ways to improve client service overall
Responsibilities and title will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.
Education, Experience & Skills
- Strong academic background and Bachelor’s degree with proven academic achievement required; a focused degree in math, science, computer science, economics or finance preferred
- For Senior Analyst level, minimum of 2 years of relevant work experience (finance, investment, management consulting, or related industry experience strongly preferred)
- Experience preparing presentations; knowledge of presentation and communication best practices
- Strong analytic and quantitative skills
- Strong interpersonal, writing, and presentation creation skills
- Strong Excel and PowerPoint capabilities required, especially in creating, maintaining, and formatting board presentations, client pitches, and other client reporting templates; data visualization and data communication a plus
- Experience with Salesforce and Addepar a plus but not required
- Strong organizational and time management skills; able to manage competing and evolving deadlines
- Attention to detail, ability to multitask, and experience with project management
- Experience collaborating in a multi-disciplinary, diverse and dynamic team
- Strong work ethic and a genuine passion for excellence
- Team player with positive attitude and pro-active approach to work
- High level of maturity and sound judgment
- Able to handle confidential and sensitive information with a high degree of professionalism
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 others first. Illustrates mission driven outlook and approach
- Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good
- People: Demonstrates passion and excellent judgment. Treats others with respect, helps when and how needed, and is respectful of the needs of others
- 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; does not repeat past mistakes; demonstrates strong attention to detail
- Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback
- Process Management: Creative and innovative thinker who can simplify and improve complex procedures
- Communication: Excellent interpersonal skills; professional and diplomatic demeanor
- Planning: Can orchestrate multiple activities at once to accomplish a goal; accurately scopes tasks and projects
- Adaptability: Self-directed learner; effectively and positively embraces and manages Doesn’t require constant direction
- Problem Solving: Strong analytical skills; Seeks input and builds consensus to drive team to desired solution
- Judgment: Demonstrates good decision-making based upon a mixture of analysis, wisdom and experience; considers organizational impact
To apply for this position, interested parties should visit our website: www.investure.com/careers.
