Investment Data Analytics Team Member

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Pay found in job post

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Base pay range

$110,000.00 / yr - $250,000.00 / yr

Direct message the job poster from The University of Massachusetts Foundation

Operations & Administrative Associate, Investment Office - The University of Massachusetts Foundation

About the Company

Founded in 1950, the University of Massachusetts Foundation is an independent nonprofit and trusted steward of UMass endowments for more than 75 years. Its mission is to foster and promote the growth, progress, and general welfare of the University of Massachusetts by stimulating philanthropic support from alumni, parents, friends, foundations, and others. The Foundation professionally invests, manages, and distributes donor contributions to drive growth and progress at the University. Investment in public higher education is more critical than ever, and a robust endowment is vital to the long-term success of the University. Each year, the endowment distributes millions of dollars for student scholarships, faculty teaching and research, and other vital educational programs and initiatives.

About the Role

The Investment Data Analytics Team Member will join a small, collaborative team within the Foundation's Investment Office and serve as an integral contributor to the management of approximately $2.3 billion in assets across a diversified, multi-asset portfolio that supports the long-term success of the University of Massachusetts. Reporting to the Chief Investment Officer, the Investment Data Analytics Team Member will strengthen the Investment Office's data infrastructure and analytical capabilities. The Team Member will assess current data practices, identify gaps, and implement improvements that enhance structure, efficiency, and accessibility. Working with colleagues, the Director will build systems and frameworks that transform raw investment data into usable metrics and insights to inform decisions. The role also includes developing new tools and methodologies for manager evaluation and contributing to initiatives that convert qualitative aspects of the investment process into quantitative, organized insights. Collaboration will be central to the role, including partnering with the investment team on research and portfolio discussions and with the operations team to improve workflows and reporting. This position offers the opportunity to shape the Foundation's approach to investment analytics, contribute to a culture of innovation, and directly support the Investment Office's mission of generating strong, risk-adjusted returns for the University of Massachusetts.

Responsibilities

• Enhance the Data Environment
• Assess current data acquisition, storage, and analysis practices; identify gaps and recommend improvements.
• Implement systems and processes to ensure data is well-structured, retrievable, and consistently available.
• Manage external service providers as needed.
• Partner with the investment team to define analytical needs and use cases.
• Conduct investment-specific analysis, including deal-level reviews, fund-level performance breakdowns, and portfolio-level analytics.
• Transform raw manager data into usable metrics and insights that inform decision-making.
• Build and maintain a centralized database of manager- and fund-level data (returns, exposures, AUM, holdings).
• Ensure qualitative analysis follows a consistent, repeatable process; develop tools to enhance usability.
• Develop New Evaluation Methods
• Design and implement new approaches, tools, and frameworks for manager assessment that improve decision-making processes and outcomes.
• Advance and Innovate the Investment Process
• Design and implement new tools and frameworks to strengthen manager assessment and improve decision-making outcomes.
• Contribute to broader initiatives that convert qualitative, unstructured aspects of the investment process into quantitative, organized insights.
• Work with the investment team to align data and analysis with ongoing research and portfolio discussions and decisions.
• Partner with the Operations team to improve systems supporting workflows and reporting.
• Participate in investment meetings to remain engaged in discussions and decisions.
• Perform all other duties as assigned.

Qualifications

Pay range and compensation package

Varies upon experience ($110,000 - $250,000)

Equal Opportunity Statement

This position reports to the Chief Investment Officer.

Working Conditions

This is a sedentary job by nature. Requires being able to sit at a desk and use a computer for most of the day.

FLSA Status

Exempt

Location

Newton, MA

In 250 words or fewer, how do you believe data analytics can meaningfully enhance a fundamentally driven investment process?

You may consider examples related to manager evaluation, portfolio construction, risk management, or sourcing investment opportunities.

Application Closes October 24th

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