Emory Healthcare/Emory University Operations Analyst-Audit/Tax in Atlanta, Georgia
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Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
As an integral part of Emory Investment Management's (EIM) Operations team, the Investment Operations Analyst - Audit/Tax will have responsibilities associated with portfolio operations, accounting, tax and reporting; monitoring cash activity; data repository monitoring; internal and external reporting; and other duties as assigned.
Maintains a general knowledge of the endowment's operations functions. All roles function as a member of a broader operations team and may include participating in activities related to any of the 7BN+ in investments under supervision.
The following is a summary of representative responsibilities. Portfolio Operations:
Assist with the operational aspects of the portfolio.
Processes transactional activities including daily cash flow review.
Provides Compliance support to the Operations Team.
Performs accounting and performance reconciliations.
Maintains and reconciles derivatives activity.
Monitors outstanding commitments and fees as well as other compliance-based requests.
Daily monitoring of EIM's document management system.
Tracking and processing of expenses, fee payments and monthly accruals.
Accounting, Tax and Reporting:
Assists with preparation of various audit workpapers.
Assists with the processing of EIM's annual monitoring questionnaires (Audit confirms, Tax and ODD Monitoring).
Assists with internal and external reporting needs, including Investment Committee Report preparation and review.
Performs other related duties as required.
A bachelor's degree, preferably in Finance or Accounting or related field.
Previous asset management experience preferred; high level of professional maturity, integrity, judgement and discretion required
Strong organizational skills and an ability to manage multiple complex tasks with a focus on detail, accuracy, and timeliness
Team-oriented and comfortable working in a small office environment.
Excellent verbal and written communication skills.
Emory Supports a Diverse and Inclusive Culture
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.
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Job Number 68600
Job Type Regular Full-Time
Division Emory Investment Mgmt
Department Emory Investment Management
This position may involve the following Health and Safety issues: Not Applicable
Job Category Business Operations
Location : Name Emory Campus-Clifton Corridor
Campus Location (For Posting) : Location US-GA-Atlanta
Emory Healthcare/Emory University
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