Senior Investment Data Analyst

Job Number: R0007336

Job
Description
Department:
Investment Office

Job Summary:

The Senior
Investment Data Analyst serves as a key member of the Colby College Investment Office, supporting the management of the College’s endowment
through advanced investment data management, portfolio analytics, reporting, and technology driven process improvements.

Reporting to
the Chief Investment Officer, this position partners closely with the investment team to develop automated reporting solutions, enhance
investment and operational workflows, and deliver meaningful analysis that supports investment decision making.

The Senior Investment
Data Analyst serves as a primary technical resource for investment data and reporting, integrating information across multiple platforms,
developing automated workflows and analytical tools, and identifying opportunities to improve processes and data quality. This position
exercises a high degree of independence judgement in the execution of assigned responsibilities while working collaboratively with
Investment Office leadership, who retain final investment and operational decision-making authority.

Essential
Functions

To be successful in this position, an individual should be able to perform the essential duties and bring the
education, experience, knowledge, skills, and abilities that support the role. This list of duties is intended to be representative rather
than exhaustive, and additional responsibilities may be assigned as needed.

Investment Data Management and
Technology

• Independently design, develop, implement, and continuously improve automated workflows that enhance the
  collection, organization, integrity, and accessibility of investment data.

  
  

• Manage and integrate data across portfolio
  management systems, CRM platforms, investment reporting tools, and other technology applications.

• Develop, maintain and
  enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment
  reporting.

  
  

• Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and
  implementing approved enhancements that improve Investment Office workflows.

• Serve as the primary technical resource for
  investment data management, reporting automation, and analytical processes.

  
  

Portfolio Analytics and Investment
Reporting

• Own the preparation, maintenance, and continuous enhancement of recurring and ad hoc reports for the Investment
  Office, Investment Committee, and Board of Trustees.

  
  

• Monitor and analyze portfolio performance through return attribution,
  exposure analysis, holdings analysis, value creation metrics, benchmarking, and risk assessment.

• Maintain investment
  benchmarks, performance databases, and portfolio analytics to ensure accuracy, consistency, and data integrity.

  
  

• Prepare
  analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.

Investment Research and Analysis

• Independently conduct quantitative and qualitative research on existing
  investment managers, prospective investment opportunities, and broader market trends.

• Support investment due diligence
  through financial analysis, data collection, and research.

  
  

• Complete analytical projects related to portfolio construction,
  investment strategies, and emerging market opportunities.

• Present findings and recommendations to Investment Office
  leadership to support informed investment decisions.

  
  

Operational Excellence and Collaboration

• Lead
  assigned initiatives that improve investment reporting, operational workflows, and data quality.

  
  

• Identify opportunities to
  streamline processes and recommend technology-based solutions that improve efficiency and effectiveness.

• Implement approved
  process improvements while ensuring appropriate documentation and data governance practices.

  
  

• Collaborate closely with
  Investment Office leadership to support ongoing operational and analytical initiatives.

• Provide guidance and technical
  support to interns and assist with recruiting initiatives as appropriate.

  
  

Professional Engagement and Department
Support

• Represent the Investment Office at industry conferences, educational programs, and professional meetings, as
  appropriate.

  
  

• Maintain expertise in investment technology, financial analytics, automation tools, and industry best
  practices.

• Identify opportunities to improve Investment Office reporting, technology utilization, and analytical capabilities
  through continuous learning and innovation.

  
  

Position Qualifications

Education and/or Experience:

• Bachelor’s degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance,
  Economics or a related quantitative field required.

• Three to five years of progressively responsible experience in investment
  operations, investment data analytics, financial analysis, business intelligence, or a closely related field.

  
  

• Experience
  working with investment reporting systems, portfolio management platforms, or financial data environments preferred.

Knowledge, Skills and Abilities:

• Demonstrated ability to independently manage analytical projects and technical
  initiatives..

• Strong experience structuring, analyzing, interpreting, and validating complex
  datasets.

  
  

• Proficiency in at least one programming language and experience with business intelligence, automation, and data
  visualization tools.

• Strong understanding of investment operations, portfolio analytics, financial markets, and investment
  reporting.

  
  

• Demonstrated ability to identify process improvement opportunities and implement technical solutions with minimal
  day to day direction.

• Excellent analytical, quantitative, and problem solving skills.

  
  

• Strong project
  management and organizational skills with exceptional attention to detail.

• Excellent written, verbal, and interpersonal
  communication skills.

  
  

• Ability to effectively balance independent work with collaboration across a small, high-performing
  team.

• Demonstrated initiative, intellectual curiosity, professionalism, integrity, sound judgment, and discretion in handling
  confidential information.

  
  

Physical/Mental Demands

The physical demands and work environment
characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of
this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.

• To perform this role effectively, an employee is expected to treat all
  data and documents in a confidential and professional manner.

• This position involves working with a variety of timelines,
  including some that require quick turnaround and responsiveness to urgent needs.

  
  

• In this role, the employee will interact
  with other Colby staff as well as outside constituents. Presenting oneself in a professional, respectful, collaborative and thoughtful
  manner at all times is an important part of the role.

• This position includes movement throughout office spaces, hallways, and
  meeting rooms.

  
  

• Daily work will involve extended use of a computer, including keyboard and mouse

• Vision
  requirements for this position include the ability to see clearly at close and far distances and to adjust focus as
  needed.

  
  

• The work environment is dynamic and engaging, often involving multiple tasks and projects that require shifting focus
  and strong organizational skills..

• The noise level is generally moderate.

  
  

Colby College supports the
Americans with Disabilities Act and is committed to providing reasonable accommodations to enable individuals with disabilities to perform
the essential functions of the position.

To Apply:

Interested candidates should apply electronically by
clicking the “Apply Now” button on the Colby College website. Please upload a cover letter and resume to your application.

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