Operations Analyst-Audit/Tax - Emory Investment Management - Emory University

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Description:

As an integral part of Emory Investment Management's (EIM) Operations team, the Investment Operations Analyst - Audit/Tax will have responsibilities associated with portfolio operations, accounting, tax and reporting; monitoring cash activity; data repository monitoring; internal and external reporting; and other duties as assigned.

 

JOB DESCRIPTION:

• Maintains a general knowledge of the endowment's operations functions.
• All roles function as a member of a broader operations team and may include participating in activities related to any of the 10BN+ in investments under supervision.
• The following is a summary of representative responsibilities.
• Portfolio Operations: Assist with the operational aspects of the portfolio.
• Processes transactional activities including daily cash flow review.
• Provides Compliance support to the Operations Team.
• Performs accounting and performance reconciliations.
• Maintains and reconciles derivatives activity.
• Monitors outstanding commitments and fees as well as other compliance-based requests.
• Daily monitoring of EIM's document management system.
• Tracking and processing of expenses, fee payments and monthly accruals.
• Accounting, Tax and Reporting: Assists with preparation of various audit workpapers.
• Assists with the processing of EIM's annual monitoring questionnaires (Audit confirms, Tax and ODD Monitoring).
• Assists with internal and external reporting needs, including Investment Committee Report preparation and review.
• Performs other related duties as required.

MINIMUM QUALIFICATIONS:

• A bachelor's degree, preferably in Finance or Accounting or related field.
• Previous asset management experience preferred; high level of professional maturity, integrity, judgement and discretion required; strong organizational skills and an ability to manage multiple complex tasks with a focus on detail, accuracy, and timeliness.
• Team-oriented and comfortable working in a small office environment.
• Excellent verbal and written communication skills.

NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice to employee.

 

Emory Supports a Diverse and Inclusive Culture:

Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.