Finance & Investment Operations Associate - New Haven, United States - Yale School of Medicine
Description
Position Focus:
Responsible for supporting and enhancing investments office finance and operations processes and reporting.
Primary duties may include, but are not limited to: Focused on implementing new processes, platforms and systems for the finance and operations group of the investments office. Representing the finance and operations group in relation to implementation of processes and systems across the organization. Working with investment team to deliver tools required for them to optimize their roles. Working with supervisors on the operational due diligence process.
Serving as a backup to internal portfolio manager/trader. Booking of transactions in internal systems. Communicating transactions to outside counter parties. Monitoring custodian/prime brokerage balances. Reviewing endowment cash activity and initiating wires. Streamlining the aggregation of fund manager statements, capital call and distribution notices. Supporting capital markets team with respect to audit requests and fiscal year close activities. Assisting in the implementation of investment office software releases.
Working on system enhancements and technical solutions to complex business issues. Updating monthly NAVs and maintaining document repository for manager statements. Assist with maintaining benchmark and other analytical tables within performance reporting system.
Essential Duties
1. Oversees the advancement and growth of the program. Gives direction and leadership supporting the philosophy, mission, strategy, and annual goals and objectives. Assumes primary accountability for disseminating and publishing all program information to create public awareness and support of the Works closely with leadership, internal and external colleagues, and community residents to further develop and implement strategic Identifies, solicits, and cultivates community partnerships and collaborations to assist in the development and growth of the program. Develops the metrics to identify and measure the success of the program. Responsible for measurements of grant success and related Assists in identifying and evaluating potential future funding sources, and contributes to the submission of grants and contracts supporting the program, including the annual submission and writing of all content areas and budgetary sections of grant applications. Develops and manages the program's operating Develops the administrative infrastructure of the program. Manages human resource and administrative functions of the program, including staffing and hiring, supervision, performance development, counseling and discipline, if warranted. Oversees and manages information systems, facilities, and space Investigates, identifies, implements, and oversees the maintenance of systems to gather, track, and report information to support the initiatives of the program. Tracks all program activities and regularly informs leadership of progress on each initiative. Recommends structural or programmatic adjustments, changes or additions based on full knowledge of missions, goals, and Initiates, designs, and manages the compilation of program communications; identifying outreach potential, and promoting philanthropic and collaborative support of the program. Contributes to the development and assists in the management of content on the program's website and monitors all changes and additions to the editorial Performs other duties as assigned.
Required Education and Experience
Minimum requirement of Bachelor's Degree in a related field and four years of related experience or an equivalent combination of education and experience.
Required Skill/Ability 1:
Strong work ethic, ability to work in a team environment.
Required Skill/Ability 2:
Highly proficient at taking initiative, communicating work plans, prioritizing, and meeting deadlines.
Required Skill/Ability 3:
Superior organizational skills with the ability to multitask with flawless attention to detail.
Required Skill/Ability 4:
Superior interpersonal skills with the ability to work with a range of diverse individuals.
Required Skill/Ability 5:
Excels in a fast paced, results – oriented, customer service-focused setting. Ability to exercise good judgement and to maintain strict confidentiality.
Drug Screen
No
Health Screening
No
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
COVID-19 Vaccine Requirement
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
Posting Disclaimer
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.