What are the responsibilities and job description for the Portfolio Analytics Analyst position at Princeton University and Careers?
About Princo
Princo is widely recognized as an innovative leader in the investment management industry. We manage Princeton University’s $36 billion Endowment through a global network of top-tier investment firms that span both traditional and alternative asset classes such as public equities, private equity and venture capital, hedge funds and real estate.
The Endowment provides critical support of Princeton University’s mission to be a world-class research and higher education institution. The returns on the Endowment generate about two-thirds of the University’s net annual operating revenues and help fund the University’s highest priority strategic initiatives, such as major investments in bioengineering, quantum science and artificial intelligence. Notably, the investment program’s strength has allowed the University to initiate and expand its pioneering financial aid program. The University is able to admit students without regard to their financial circumstances, and its financial aid program makes it possible for students to graduate with no debt.
Position Overview
This position will report to a senior member of the Operations Team and collaborate closely across Investment and Technology functions.
Responsibilities:Responsibilities
The Portfolio Reporting & Analytics Analyst will be responsible for producing reports and analysis related to Endowment assets, performance, risk, and other firm metrics. Responsibilities include, but are not limited to, the following:
Report Development & Process Improvement
- Support the transition of reporting responsibilities from the Investment Team to the new Portfolio Reporting & Analytics function.
- Develop and maintain recurring internal reports and dashboards.
- In partnership with the Technology Team, contribute to the design and implementation of new reporting systems (e.g., Microsoft Fabric, Power BI) and workflow automation, including the use of low-code tools.
- Ensure consistency and accuracy across data sources and reporting tools.
- Maintain formatting standards and templates for recurring reports.
- Identify opportunities to streamline processes and enhance data quality.
Ad Hoc Analysis & Data Requests: Time spent
- Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance.
- Extract, organize, and maintain data from financial statements, FactSet, Bloomberg, Cambridge Associates, and other relevant sources.
- Respond to ad hoc requests for data, analysis, and reporting from senior leadership, Investment Staff, Operations, or other University stakeholders.
Board & Trustee Reporting: Time spent
- Prepare and coordinate materials for Board and Trustee meetings.
- Collaborate across teams to ensure accuracy, alignment, and thoughtful communication.
Skills & Qualifications
- Experience analyzing and interpreting financial data and presenting it in a meaningful, actionable way for senior stakeholders (e.g., Board, Trustees).
- Understanding of investment performance metrics, portfolio analytics, and financial statements.
- Demonstrated ability to improve processes and implement new tools or systems.
- Proficiency in Excel, Word, and PowerPoint; familiarity with data visualization and reporting tools (e.g., Power BI, Tableau, Microsoft Fabric).
- Comfort using low-code or automation tools to enhance efficiency and reporting workflows.
- Experience with portfolio management and financial data platforms (e.g., FactSet, Bloomberg).
- Exceptional attention to detail, organization, and follow-through.
- Excellent written and verbal communication skills, including experience preparing materials for senior stakeholders.
Attributes for Success
- A proactive, solutions-oriented mindset.
- Comfort with ambiguity and a willingness to ask “why” to improve understanding.
- Sound judgment in distinguishing between urgency and importance and knows when to seek clarification or escalate questions.
- Strong interpersonal skills and a collaborative communication style; comfortable engaging across Investment, Tech, and Operations Teams. Ability to build internal networks to deepen understanding of financial data.
- Effective and articulate verbal and written communication.
- Flexible work style with willingness to work beyond normal hours during peak periods.
- Client-service mindset with enthusiasm for tackling complex challenges.
- Proactive in investigating and mitigating risks; escalates issues appropriately.
- Exceptional attention to detail.
- Intellectual curiosity and a desire to contribute to a high-performing team.
Additional Qualifications
- 3–5 years of related professional experience in investment reporting, investor relations, or a related analytical role.
- Experience in finance, consulting, or investment management preferred.
- Bachelor’s degree or equivalent experience required.
The University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's qualifications, work experience, education/training, key skills, market, collective bargaining agreements as applicable, and organizational considerations when extending an offer. The posted salary range represents the University's good faith and reasonable estimate for a full-time position; salaries for part-time positions are pro-rated accordingly.
If the salary range on the posted position shows an hourly rate, this is the baseline; the actual hourly rate may be higher, depending on the position and factors listed above.
The University also offers a comprehensive benefit program to eligible employees. Please see this link for more information.
Salary : $140,000 - $165,000