What are the responsibilities and job description for the Investment Analyst I position at Van Andel Institute?
Van Andel Institute (VAI), a world-class biomedical research institute, located in Grand Rapids, Michigan, is dedicated to improving human health. We are pioneers in the fight against cancer, Parkinson's, and other diseases. We are committed to inspiring the next generation of scientists and educators.
VAI is seeking an Investment Analyst to support the management of its $2.3 billion endowment. This role is designed for an early-career professional with strong analytical, reporting, and operational skills. The Investment Analyst will support the investment team through performance reporting, cash flow tracking, data reconciliation, and portfolio documentation, while helping ensure the accuracy, consistency, and timeliness of investment information used in decision-making.
Key responsibilities include:
- Prepare recurring and ad hoc portfolio reports, including performance, attribution, benchmark comparisons, exposures, and portfolio composition summaries.
- Support quarterly and monthly cash flow operations by tracking capital calls, distributions, subscriptions, redemptions, and related portfolio activity.
- Maintain and reconcile investment data across reporting systems, custodian records, manager reports, and internal spreadsheets to ensure data integrity.
- Assist with the production and quality control of investment management reports for internal stakeholders, leadership, and committees.
- Monitor portfolio activity and maintain organized records for transactions, cash movements, manager communications, and supporting documentation.
- Coordinate with internal and external partners, including our internal finance and legal teams; external custodians, consultants, auditors, and investment managers, to resolve reporting and operational issues efficiently.
- Help improve reporting workflows, spreadsheet models, and data processes to enhance accuracy, consistency, and operational efficiency.
- Support internal requests for portfolio and benchmark information in a timely, professional, and service-oriented manner.
- Maintain a working knowledge of portfolio holdings, manager activity, and investment operations to support day-to-day team needs.
Qualifications:
- Bachelor’s degree in finance, accounting, economics, business, or a related field.
- 2-4 years of relevant experience in investment operations, performance reporting, treasury, finance, accounting, or a related analytical role.
- Strong Excel and spreadsheet skills, with the ability to organize, reconcile, analyze, and present financial data accurately.
- Experience working with investment reporting systems, portfolio accounting platforms, or market data tools is preferred.
- Strong attention to detail and a commitment to data quality, process discipline, and follow-through.
- Clear written and verbal communication skills, with the ability to present information in a concise and professional manner.
- Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.
- Collaborative mindset and strong interpersonal skills, with the ability to build effective working relationships across internal teams and external partners.
Jay and Betty Van Andel founded Van Andel Institute with the vision of establishing and sustaining an organization that would enrich and enhance lives through biomedical research and education. In this role, you will help support the long-term stewardship of that mission through disciplined reporting, operational excellence, and strong financial oversight.
If you are a detail-oriented investment or finance professional who enjoys reporting, reconciliation, and cash flow operations, we encourage you to apply.
Please include a resume and cover letter combined in a single PDF describing your relevant experience and your interest in this opportunity.
About Van Andel Institute
Established in Grand Rapids, Michigan, in 1996 by the Van Andel family, VAI is now home to nearly 500 scientists, educators and support staff, who work with national and international collaborators to foster discovery. The Institute’s scientists study the origins of cancer, Parkinson’s and other diseases and translate their findings into breakthrough prevention and treatment strategies. Our educators develop inquiry-based approaches for K–12 education to help students and teachers prepare the next generation of problem-solvers, while our Graduate School offers a rigorous, research-intensive Ph.D. program in molecular and cellular biology.
VAI is committed to excellence through broad participation and diverse perspectives. We welcome applications from individuals of all backgrounds and experiences who share our passion for innovation and collaboration.
Van Andel Institute is an Equal Employment Opportunity (EEO) and Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) Employer.
As Van Andel Institute is a drug free employer, all prospective new employees undergo a urinalysis/drug test as part of our pre-employment process. This is a 7-panel drug screen and it includes testing for Marijuana, Cocaine, Amphetamines, Opiates, PCP, Barbiturates, and Benzodiazepines.
About Grand Rapids, MI
Van Andel Institute is in downtown
Grand Rapids, Michigan
in the center of the Medical Mile
. A remarkable combination of a cosmopolitan atmosphere and small-town warmth, Grand Rapids
is known for its philanthropic and sustainability-driven community. It’s fun affordable and family-friendly.
Located on the banks of the Grand River,
Grand Rapids
offers all the big-city excitement you'd expect from a million-resident metropolis, featuring hundreds of restaurants and nightspots, theaters, museums, sports and concerts. The safe and clean downtown is surrounded by an eclectic mix of walkable neighborhoods and natural areas. The downtown area is safe and clean with an eclectic mix of walkable neighborhoods and natural areas.