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Associate, Investment Operations

Company Description
Founded in 2007, Global Endowment Management (“GEM”) actively manages $12bn of client assets in the style of leading endowments and foundations. We pursue varied and non-traditional investment opportunities to provide a long-term oriented, diversified investment program. We are the investment office for our investors — we assume responsibility for asset allocation, manager selection, risk management and investment reporting. Please see http://www.globalendowment.com for additional information.

Job Overview
The Investment Operations Associate will work closely with the investments team on all operational aspects of the investment portfolio, including preparing private company valuations, portfolio transparency & analytics, investment manager monitoring, portfolio forecasting and assisting with other investment operations matters. This position will offer a high level of responsibility and engagement for a motivated professional.

Key responsibilities
• Prepare key ongoing deliverables: investment portfolio reporting, company valuations, investment summaries and other ad-hoc analyses
• Assist with Investment Manager Monitoring including both systematic and deep-dive analyses
• Support the investment portfolio data & analytics program, which includes portfolio company transparency, private portfolio forecasts, etc.

Qualifications
• Undergraduate degree with a track record of strong academic performance
• 2 – 4 years of experience in accounting, valuation or finance
• CPA or CFA preferred but not required
• Highly organized and detail-oriented
• Persistent and self-motivated with the ability to work under limited supervision
• Passion for building and maintaining relationships
• Interest in investing in private markets

Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.

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