Investment Analyst

Wake Robin seeks an Investment Analyst to serve as 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 and expands operational capacity through ownership of reporting and fund administration.

Initially execution-heavy, the role is designed to evolve toward deeper investment analysis and governance support as operational efficiency improves. Active use of AI and automation to streamline reporting, reconciliation, and fund administration workflows is a core expectation.

Key Responsibilities

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. Play a direct role in advancing portfolio diversification beyond concentrated real estate holdings.

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.

Requirements: 3-7 years of 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. Bachelor's degree in Finance, Economics, Accounting, or related field. CFA or CAIA designation preferred. Experience with portfolio analytics platforms such as Addepar preferred.