Associate/Senior Associate of Investment Performance Reporting

Position: Associate/Senior Associate of Investment Performance Reporting

Location: Radnor, PA

Firm: ~75-person firm managing ~$10 billion for over 400 US non-profits

Compensation: Competitive package

Culture: Mission-driven, cross-disciplinary, intellectually rigorous

Organizational Overview

TIFF Investment Management, founded in 1991, specializes in comprehensive Outsourced Chief Investment Officer (OCIO) and private markets solutions, assisting endowments, foundations, RIAs, family offices, and other institutional organizations in achieving their financial objectives and advancing their missions. More details at www.tiff.org.

Position Summary

We are seeking an experienced reporting and analytics professional to take a key role in the evolution of TIFF’s investment data infrastructure and reporting capabilities. This individual is expected to work independently, complete various reporting deliverables and contribute meaningfully to making TIFF a data-centric organization.

The ideal candidate will have a strong understanding of OCIO-specific investment data and the ability to independently perform advanced performance and risk analytics. They will also help lead the build-out of TIFF’s investment data warehouse. Additionally, they will be involved in the client onboarding process, including building new client portfolios based on historical data provided, and ensuring accurate setup in TIFF’s systems.

OCIO Data Management & Infrastructure

• Develop and maintain reporting frameworks tailored to TIFF’s OCIO clients, ensuring high relevance, clarity, and consistency of performance data.
• Manage and validate investment data across portfolios, funds, and securities, applying robust reconciliation and quality-control processes to ensure data integrity throughout the reporting lifecycle.
• Collaborate with internal stakeholders to refine portfolio views, performance attribution models, and exposure reporting based on OCIO requirements.
• Support the build-out of TIFF’s enterprise investment data warehouse, by drafting validation logic, defining and enriching key data structures, and ensuring accurate and timely ingestion of investment data from multiple upstream sources.
• Oversee the receipt, reconciliation, and integration of investment data from custodians, third-party platforms (Solovis, FactSet, Bloomberg), and internal sources.

Independent Reporting & Analytics Execution

• Independently design and maintain portfolio-level and security-level reports, including performance, attribution, exposure, and liquidity analysis.
• Support a high-volume reporting environment, including approximately 60 client-level reporting packages, 10 fund-level reports, and a variety of internal dashboards and ad hoc analyses on a recurring basis.
• Deliver internal reporting packages (e.g., weekly dashboards, exposure snapshots) and client materials (e.g., quarterly performance reports, fund fact sheets) with minimal oversight.
• Conduct detailed, security- and factor-level deep-dive analyses to support performance and attribution review across portfolios and strategies.
• Analyze and clearly articulate key drivers of performance, including asset allocation, security selection, market movements, and manager decisions.
• Investigate performance anomalies and data discrepancies, partnering with internal teams as needed to validate results and resolve issues.
• Translate complex analytical findings into clear, decision-useful insights for internal stakeholders and client reporting

Why Join TIFF?

At TIFF, we believe in doing good—for the greater good. We are a collaborative, inclusive, and intellectually rigorous organization committed to supporting mission-driven clients and helping our staff thrive.

We offer a competitive total rewards package, including:

• Competitive salary with bonus opportunity
• Up to 23 days of paid time off, plus 12 paid holidays
• Firm-wide work-from-home days
• Comprehensive health, dental, and vision insurance
• Short- and long-term disability and life insurance
• Paid time off for volunteer service

TIFF is committed to fostering a diverse, equitable, and inclusive workplace. We are an Equal Opportunity Employer.
 

TIFF provides reasonable accommodations to qualified individuals with disabilities, in accordance with applicable law. If you need assistance or an accommodation during the application process or to perform the essential functions of the role, please contact Human Resources. 

Qualifications & Skills:

• Bachelor’s or Master’s degree in Finance, Economics, Information Systems, Data Science, or a related field.
• 3-6 years of experience in financial services, with at least 2 years specifically in investment data analytics, reporting, or OCIO-related work.
• Demonstrated ability to lead projects independently
• Expert knowledge of investment analytics platforms (e.g., Solovis, FactSet, Bloomberg).
• Advanced Excel skills required; proficiency in SQL, VBA, or modeling is strongly preferred.
• Strong grasp of performance measurement methodologies, attribution models, and investment risk metrics.
• Knowledge and some experience with private investment reporting (e.g., private equity, venture capital, real assets, private credit), including capital activity, valuations, and performance measurement, is a strong plus.
• Excellent analytical thinking and communication skills, with the ability to synthesize and present complex data for internal and external stakeholders.
• Progress toward CFA or CIPM certification is a plus.