What are the responsibilities and job description for the Investment Analyst position at Wake Robin?
The Investment Analyst is the primary analytical and operational partner to the Director of Investments, supporting the full investment lifecycle across a complex, multi-asset, multi-entity portfolio. This foundational role strengthens governance through independent analysis, expands operational capacity through ownership of reporting and fund administration, and builds institutional continuity.
Initially, the role is execution-heavy, focused on private fund operations, reporting, data integrity, and infrastructure but is intentionally designed to evolve toward deeper investment analysis and governance support as operational efficiency improves. A core expectation is the active use of AI and automation to streamline workflows, reduce manual effort, and accelerate the shift from production to analytical and strategic work.
The Investment Analyst plays a direct role in advancing portfolio diversification beyond concentrated real estate holdings by supporting research, manager evaluation, and investment committee materials.
What You’ll Do
Investment Operations & Reporting
- Build and maintain institutional-grade performance reporting across multiple entities
- Manage private fund administration including commitments, capital calls, liquidity tracking, and tax coordination
- Support portfolio management systems, reporting platforms, and data infrastructure
- Implement AI‑driven automation across reporting, reconciliation, and document workflows
Investment Analysis & Governance
- Conduct independent due diligence on current and prospective investment managers
- Prepare investment memoranda, performance reviews, and analytical frameworks
- Support asset allocation analysis, portfolio rebalancing, and manager monitoring
- Contribute an independent analytical perspective to Investment Committee decisions
Investment Committee & Communication
- Prepare materials for Investment Committee meetings
- Maintain investment documentation and governance records
- Liaise with external managers, custodians, and advisors
- Continuously improve investment processes and governance frameworks
What We’re Looking For:
Required Experience & Skills
- 3–7 years’ experience in institutional investing, wealth management, or a family office environment
- Multi‑asset class investment knowledge across public and private markets
- Hands‑on experience with private fund operations and investment reporting
- Strong analytical, performance measurement, and attribution skills
- Advanced Excel and PowerPoint proficiency
- Demonstrated, practical use of AI tools to accelerate professional workflows
- Excellent written and verbal communication skills
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking
Preferred Qualifications
- CFA or CAIA designation (or progress toward one)
- Experience with portfolio analytics platforms (e.g., Addepar or similar)
- Familiarity with private fund automation tools (e.g., Canoe or equivalents)
- Experience in multi‑entity investment structures
- Exposure to Python, SQL, or automation-enhancing tools
What We Offer
- Broad, deep exposure to an institutional‑scale investment portfolio
- Direct access to Investment Committee members and family principals
- Meaningful ownership and real influence over investment processes
- A mandate to build and shape an AI‑enabled investment function
- Competitive compensation and professional development support
- A values‑driven culture rooted in stewardship, trust, and long‑term growth
- The opportunity to do work that truly matters for people and communities, today and for generations to come