Stanford Management Company (SMC), the University’s investment office, is responsible for managing the University’s endowment funds, which provide critical financial support to current and future generations of students and scholars, supplying over one fifth of the University’s operating budget each year. SMC pursues a long-term, global, multi-asset class investment strategy that couples disciplined asset allocation with superior active management. The investment portfolio is designed to optimize long-term returns, create meaningful annual payouts to the University’s operating budget, and preserve purchasing power for future generations of Stanford scholars and academics. With Stanford University’s brand and SMC’s reputation as a thoughtful, long-term source of capital, SMC is able to partner with the best investment firms in the world to drive superior returns.
SMC is seeking a proactive, detail-oriented, numerically strong Performance Analyst who will report to the Director of Investment Operations. This position will be responsible for a full range of performance and reporting needs for a complex, multi-asset class portfolio. The ideal candidate is highly productive and efficientwith strong communication, partnering and problem-solving skills.
- Calculate, analyze and publish performance results for marketable and non-marketable investments, ensuring compliance with industry practices, to provide relevant, accurate, and timely information for investment oversight and decision making.
- Compute and interpret performance metrics at the asset class, manager, fund, and holding level, and explain the sources of relative performance to a suitable index.
- Produce daily, weekly, monthly and quarterly performance reports, including executive summaries, board reports, and presentations.
- Establish strong relationships with internal investment and operations team and personnel at the custodian bank.
- Play a key role in ensuring the Investment Book of Record for both private and public investments is current and accurate.
- Understand key accounting concepts and proactively identify, research and resolve any valuation and performance related issues.
- Work with investment and operations staff to continuously evaluate and improve processes and systems that support investment operations and performance reporting.
- Perform ad-hoc reporting and special projects as needed.
* - Other duties may also be assigned
Education & Experience:
Bachelor’s degree and eight years of relevant experience or combination of education and relevant experience.
Knowledge, Skills and Abilities:
- Excellent problem solving skills.
- Excellent numeracy and analytical skills.
- Excellent written and verbal skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and all levels of management.
- Expert proficiency in business applications, such as Microsoft Office suite, especially Excel.
- Advanced knowledge of financial systems; internet and computer literacy.
- Knowledge of Generally Accepted Accounting Principles (GAAP).
- Highly motivated and works well under pressure.
Certifications and Licenses:
- Constantly sitting.
- Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.
- Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.
- Rarely reach/work above shoulder.
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.
- Routine extended working hours during peak cycles; travel to school/unit sites across university.
- Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
- Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
- Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University’s Administrative Guide, http://adminguide.stanford.edu.
*A background check will be required for all final candidates
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.