- Junior
- Escritório em Wilton
INVESTOR SERVICES TEAM
Position Title: Analyst
About the Role
The Investor Services Team provides operational support and service to institutional investor clients participating in the Commonfund OCIO (Outsourced Chief Investment Officer) program. We are seeking an Analyst who will serve as a critical bridge between complex financial operations and modern automation, building strong client relationships while driving operational excellence.
This role offers the opportunity to apply technical and analytical skills to optimize mission-critical fund operations while gaining deep exposure to institutional investor services. You'll develop automation solutions that streamline manual processes, create tools to identify discrepancies across large datasets, and transform data from multiple sources into actionable insights.
The Wilton office is moving to Merritt 7, Norwalk December of 2025. Interested candidates should apply online at https://www.commonfund.org/careers, with a resume and cover letter.
Key Responsibilities
Financial Operations & Reporting
- Oversee cost accounting reporting processes, managing daily and monthly accounting cycles
- Review investment performance at both investment and manager levels, analyzing returns against benchmarks
- Compare manager-to-custodian returns and investigate variances
- Manage reconciliation processes including ledger, balance, and performance data
- Support year-end audits (financial statements, K-1s, etc.)
- Support monthly rebalancing and trading activities for client portfolios
- Partner with administration teams to provide accounting, reporting, and client support
Technology & Process Innovation
- Develop automation tools using VBA, Python, SQL, or similar languages to reconcile data from investment managers, administrators, and custodians
- Integrate new technologies into workflows (Canoe, Salesforce, Power BI, internal databases)
- Identify and implement innovative solutions to enhance operational processes
- Create data visualization solutions to support decision-making
- Conduct research and special projects as assigned
Client Servicing
- Maintain regular client interface, responding to inquiries and analytical requests in a timely, complete, and accurate manner
- Support Investment Officers with portfolio-related information and analysis
- Partner with clients and internal teams to maintain strong working relationships
- Support new OCIO client onboarding and asset transition processes
Required Qualifications
- Bachelor's degree from an accredited college or university (required)
- Prior exposure to investment accounting, economics, or financial services through coursework or internships (preferred)
- Strong proficiency with data visualization and automation tools (VBA, Python, SQL, Tableau, or Power BI)
- Advanced Excel skills
- Excellent numeric and financial analysis capabilities
- Ability to work with multiple data systems and platforms
Professional Competencies
- Exceptional attention to detail and accuracy
- Strong problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple concurrent projects under tight deadlines
- Team-oriented mindset with strong interpersonal skills
- Comfortable working across all levels of the organization and with external stakeholders
