Award Analyst / Investment Office Manager

Location: 100% Onsite
Employment Type: Full-Time, 1st Shift (Monday–Friday, 8:00 AM–5:00 PM)

Organization & Team Overview

Join an established investment office responsible for managing a multi-billion-dollar diversified endowment portfolio across various asset classes and strategies. The team is dedicated to the stewardship of long-term assets, ensuring both current support and future growth. The group maintains a collegial, collaborative culture emphasizing excellence, integrity, and professional growth.

Position Summary

The Investment Office Manager is a crucial member of a thirteen-person investment team, supporting all aspects of the office’s administrative and operational activities. This full-time, 1st shift role works closely with the Investment Operations Director and Chief Investment Officer. The position blends the responsibilities of executive assistant, office manager, and investment operations analyst.

Key Responsibilities

• Demonstrate comprehensive knowledge of investment office operations; proactively communicate and resolve issues.
  

• Exercise independent judgment and provide regular updates through daily and weekly progress reports.
  

• Manage high-volume office email accounts; track and follow up on actionable items, supporting clear communication within the team and with external investment managers.
  

• Oversee the preparation, communication, and internal tracking of daily cash flows; maintain and update online portfolio management systems.
  

• Support annual tax and audit confirmation processes, coordinating with auditors and internal teams for compliance across a large, diversified portfolio.
  

• Schedule and prepare materials for investment committee meetings; coordinate with committee members and handle all logistics.
  

• Provide executive administrative support, manage team calendars, handle phone lines, coordinate domestic and international travel, and prepare expense reports.
  

• Serve as liaison for key internal and external contacts across all levels, ensuring smooth workflow and facilitating information exchange.
  

• Maintain office supplies and records, direct small projects, and coordinate with vendors and internal departments for seamless office operations.
  

• Onboard and support technology and equipment needs for new and existing team members (e.g., phones, laptops, tablets, office setup).
  

• Manage department purchasing and invoicing (using systems such as Ariba) and reconcile transactions with financial service providers and vendors.

Qualifications & Experience

• High ethical standards and personal integrity.
  

• Self-motivated, proactive, and intellectually curious.
  

• Strong interpersonal and professional communication skills; comfortable interacting at all levels within and outside the organization.
  

• Highly organized, able to prioritize, multitask, and adapt in a fast-paced setting.
  

• Works independently and as part of a team to deliver accurate, timely results.
  

• Excellent numerical literacy, analytical, writing, and editing skills.
  

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and Adobe products.
  

• 5–8 years of related experience preferred, ideally within financial services.
  

• Office management or executive assistant experience required; investment/financial terminology familiarity strongly preferred.
  

• Bachelor’s degree required; preference for candidates familiar with financial, legal, or investment terminology.

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