Investment Performance Analyst

Boys Town Omaha, NE
CLOSING DATE: May 22, 2018

Do you want a career with a company that makes a difference every day? Boys Town is nationally recognized for its research-proven child, health and family care programs. As one of the country's largest nonprofit funded child-care organizations, Boys Town touches the lives of more than 2 million children and families nationwide each year.


The Investment Performance Analyst ensures that portfolio returns are calculated and reported accurately and communicated appropriately. This position will also maintain and enhance the investment research due diligence process and audit practices.

Ensures portfolio returns are calculated and reported accurately and communicated appropriately.

Participates in the accurate measurement and reporting of investment results, primarily through facilitating effective communication between clients, investment staff, external contacts, financial institutions, and other related parties.

Identifies, investigates, and fully resolves complex performance inquiries.

Participates in cash management, cash flow forecasting, performance measurement, reconciliation, and valuation of portfolio investments.

Maintains multiple investment-related software and programs, both proprietary and third party provided.

Monitors data flow, reports progress, anomalies, or issues; researches, investigates, and resolves investment operational issues, escalating as needed.

Maintains and monitors portfolio liquidity.

Collaborates on trade orders and execution, allocations, custody communication, settlement, and record keeping.

Participates in the creation and data population of investment presentations, special reports, memoranda, tables, and graphs.

Reconciles cash daily to the custodian; identify and timely resolve all discrepancies.

Initiates new account opening forms with the custodian for new investments and monitors the ongoing account classifications and consolidations.

Manages the net mineral acreage database and reviews prospective oil and gas leases.

Maintains and enhances the investment research due diligence process and audit practices.

Participates in annual audit of investments, proxy voting and tracking, and annual risk assessment and compliance review.

Analyzes hedge funds and private equity funds, including tracking cash flow and exposures on various investments as assigned.

Participates in the evaluation of current and prospective managers.

Manages and tracks documentation for investment transactions; maintains books and record requirements.

Serves as a role model in carrying out the Father Flanagan's Boys' Home mission.


Bachelor's degree in Finance, Accounting, Business Intelligence and Analytics, or equivalent.

1 to 3 years of experience preferably in finance, investing, business, accounting, audit, or a relevant related field.

* Extensive knowledge of Excel (including pivot tables, formulas, and graphs), PowerPoint, and various data management resources.

* Basic knowledge of performance calculation methodologies, metrics, and standards for reporting.

* Basic knowledge in the areas of applied financial mathematics and accounting.

* Ability to exhibit a keen sense of responsibility and to work in a time-sensitive environment.

* Flexible and proactive attitude while balancing competing priorities.

* Ability to display intellectual curiosity, strong attention to detail, and strong sense of work output.

* Possess excellent problem solving and project management skills.

* Ability to work well independently and also encourage teamwork, collaboration, ethical behavior, and excellent service to internal and external clients; learns from and educates others.

* Ability to communicate in an articulate, professional manner while maintaining the highest level of confidentiality.

This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin,disability or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.

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