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Lead, Investments Coordinator
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- The Lead, Investment Coordinator , reports to the Director, Operations & Compliance, and Executive Vice President, Chief Investment Officer, and partners with Investment Team stakeholders to facilitate and organize workflows for implementation and audit and reporting requirements.
- The Lead supports investment and financial analysis activities across all investment asset classes - alternative investments including private equity, private credit and real estate, public equity, and fixed income and proactively develops strategies for increased efficiencies in support of departmental and organizational strategy and change management initiatives.
- Prepare and analyze ongoing metrics and dashboards to support the Investment Team and partners, and assist the EVP in the coordination and development of the annual Investments Team operating plan.
- Perform monthly, quarterly, semi-annual invoice processes to ensure accurate and timely information is available to the EVP for decision-making.
- 5 years' investment or related experience required; alternative investments, public equity, fixed income, and/or non-profit accounting experience preferred.
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