The analyst will manage the college’s investment operational data and daily processes, initiate trades, onboard new investments and conduct reconciliation of investment transactions, among other responsibilities.
The position will help with investment manager selection, asset allocation recommendations, due diligence, portfolio monitoring, risk assessments, quantitative analysis and implementing risk controls.
The foundation’s previous investment associate left to join a nonprofit in Alaska.
The new investment analytics manager will help support and manage the plan’s complex portfolio and risk analytics processes as well as be responsible for several analytical initiatives.
An authority overseeing a college savings plan in the Midwest has renewed its contracts with a record keeper and two investment managers.
A research foundation affiliated with a Midwestern university has tabbed on its current staff members to become president and ceo next year.
A global investment firm has hired a new cio to manage its U.S. endowment and foundation business.
The new director will oversee administrative, operational and other duties for its investment team.
A trust fund based in a Western state terminated one of its core-plus fixed-income managers during a recent meeting.
A foundation based in a Southern state has added a new cfo to coordinate with its investment committee and consultant.