Debt Compliance & Investments Analyst

Minimum Qualifications

Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Performs routine and operational financial analysis, reporting, and systems development in support of other financial activities within the institution. Performs commitment analysis, variance analysis (actual vs budget); revenue and expense projections/forecasts. May have interactions outside the department, as functionally required.

The position performs financial, investment, compliance, and accounting analysis. The role supports the effective management and reporting of the University’s operating investment portfolio. The position also supports the debt issuance process, tracking of private use, and continuing disclosure requirements. Responsibilities of the position include preparing financial reports, updating accounting schedules, supporting compliance activities, and assisting with fiscal year‑end financial statement preparation and audit review.

The role prepares and analyzes financial information and makes recommendations for management review.

$55,000 per year

• Prepare and organize materials for Investment Committee meetings.
• Prepare monthly accounting journals.
• Prepare year‑end audit work papers and supporting schedules.
• Prepare and submit reports to debt rating agencies.
• Prepare and disseminate monthly investment report for University leadership.
• Prepare and disseminate other reports as needed.

• Analyze and monitor private use across University facilities.
• Conduct annual space‑use surveys to track and evaluate private use activity.
• Coordinate information for debt issuance documents.
• Review debt issuance documents for accuracy and completeness.
• Ensure compliance with continuing disclosure obligations, including assisting with posting of disclosure.
• Ensure compliance with arbitrage rebate requirements.

• Knowledge of financial concepts and accounting principles.
• Experience with municipal or higher education debt.
• Experience with municipal or higher education investments.
• Ability to perform detailed analysis.
• Experience using Microsoft Word, Excel, and Outlook.
• Skill in verbal and written communication.
• Bachelor’s degree in accounting, finance, or related field preferred.
• One year of auditing, accounting, or financial experience preferred.
• Activities are performed in an office setting with extended periods of sitting while using a keyboard, computer, and mouse.
• Required to stand for varying lengths of time and to walk moderate distances to perform work.
• Occasional bending, reaching, lifting, pushing, and pulling up to 25 pounds.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.