Senior Investment Operations Analyst
Listed on 2026-06-19
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Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance -
Accounting
Financial Reporting, Financial Analyst, Accounting & Finance
Job Overview
The Senior Investment Operations Analyst supports Liberty University’s Chief Investment Officer and investment team in managing the endowment assets, ensuring accurate accounting, execution, and accountability.
Essential Functions and Responsibilities- Perform and review investment accounting activities, including monthly closes, reconciliations, and variance analysis.
- Review custodian reports, investment statements, and capital activity for accuracy, completeness, and consistency with internal records.
- Monitor cash activity, capital calls, and distributions across investment portfolios.
- Coordinate with external service providers to resolve accounting and reporting matters.
- Support audit processes by preparing schedules and documentation and coordinating requested materials.
- Maintain and enhance internal controls, documentation standards, and accounting procedures related to investment operations.
- Assist with investment data integrity, reporting timelines, and accounting‑related process improvements.
- Maintain and periodically review investment documentation and records housed within the Investment Office’s research management software.
- Support broader investment operations functions as needed, with emphasis on accounting and reporting integrity.
- Perform other duties as assigned.
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- At least two years of public accounting experience (preferred) or other relevant experience such as investment fund accounting, internal audit, or financial operations.
- Current or in‑progress CPA, CIA, or CFA designation (preferred).
- Strong understanding of investment structures, including private funds, commingled vehicles, and custodial reporting.
- Demonstrated ability to perform detailed reconciliations and work effectively with complex financial data.
- Solid understanding of internal controls and audit support requirements.
- High level of integrity, professionalism, and discretion.
- Strong written and verbal communication skills.
- Advanced Excel skills; experience with custodians or portfolio accounting systems is a plus.
- Accounting‑focused and detail‑oriented, with ownership of work product.
- Ability to work independently while collaborating within a small, experienced team.
- Ability to articulate and defend the Christian educational mission and vision of Liberty University to various audiences.
- Communication and Comprehension
- Effectively communicate verbally and in writing to convey clear information.
- Communicate in a professional and Christ‑like manner, resolving issues with courtesy and respect.
- Represent Liberty University professionally to business and community customers and associates.
- Self‑motivation and multi‑tasking skills.
- Excellent listening and discerning skills.
- Strong organizational skills.
- Excellent computer skills.
- Problem solving:
Reason, analyze, and apply judgment to solve both routine and complex problems.
Frequently required to sit for extended periods of time; occasionally required to stand, walk, and climb stairs; regularly required to hear and speak. Regularly lift 10 pounds or fewer.
Working ConditionsClimate‑controlled office setting; well lit and moderate noise level.
Compliance and Eligibility- Individual must not be in default on any federal student or parent loan.
- Individual must not be convicted of, or plead nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, or be determined to have committed fraud or any material violation of law involving government funds (CFR 668.14(b)(18)(i)).
Liberty University is an Equal Opportunity Employer and maintains nondiscriminatory practices in accordance with TitleVII of the 1964 Civil Rights Act, as well as applicable federal and state statutes. All hiring decisions are based solely on job requirements and qualifications.
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