Senior Financial Analyst, Investment and Treasury

Who we are

Founded in 1824, Rensselaer Polytechnic Institute (RPI) is the first technological research university in the United States. We bring creativity, science, and technology together to address society's greatest challenges. We cultivate exceptional problem-solvers by immersing them in a culture of rigorous inquiry, disciplined practice, and hands-on application. Our strategic plan, RPI Forward, charts a pioneering course for the next era of RPI. Explore the RPI Forward plan. ↗︎

Nestled on a beautiful 275-acre campus in upstate NY, RPI is home to five schools, 32 research centers, three makerspaces, an observatory, one of the world’s fastest supercomputers, and the IBM Quantum System One - the first university-based quantum computer in the world. 

With top notch employee health and retirement benefits, Rensselaer offers its full-time employees a generous paid time off program, tuition remission, and opportunities for career growth. 

Job Summary

The Senior Financial Analyst, Investment and Treasury Operations will support the Assistant VP for Investment Operations and Treasurer in effectively overseeing RPI’s investment, cash management, and debt programs. The Sr. Analyst will also work closely with the Financial Reporting team to ensure the appropriate accounting and reporting of relevant responsibilities and activities. The Sr Analyst is responsible for coordinating with external advisors and partners to ensure all daily back-office activities are handled appropriately, reviewing external performance and activity reporting to ensure processes are performed effectively and efficiently, assist Institute Advancement and other relevant teams as required on endowment matters, and liaison with auditors for the financial statement and pension plan audits.

Minimum Qualifications

Bachelor's Degree in Five years of experience in financial analysis in support of endowment management including gift receipt trends, spend practices, and knowledge of industry best practices.

• Proficiency in financial modeling, strong analytical and problem-solving skills, and excellent communication and interpersonal skills
• Thorough knowledge of financial analysis techniques, performance measurement, and modern portfolio theory.
• Demonstrated oral and written communication skills.
• Planning, organizing and effective time management skills.
• Requires excellent interpersonal and communication skills.
• Requires ability to work effectively under pressure and meet established goals and objectives.
• Requires ability to anticipate and solve problems and generate creative new ideas.

Relevant combinations of education, training and experience may be considered.

Preferred Qualifications

• Master's Degree in Master’s Degree in Finance, Accounting, or related field.
• CPA, CFA or other relevant professional certification. 

Minimum Knowledge, Skills, and Abilities

• Proficiency in financial modeling, strong analytical and problem-solving skills, and excellent communication and interpersonal skills
• Thorough knowledge of financial analysis techniques, performance measurement, and modern portfolio theory.
• Demonstrated oral and written communication skills.
• Planning, organizing and effective time management skills.
• Requires excellent interpersonal and communication skills.
• Requires ability to work effectively under pressure and meet established goals and objectives.
• Requires ability to anticipate and solve problems and generate creative new ideas.

Preferred Knowledge, Skill, and Abilities

CPA, CFA or other relevant professional certification.

Job Duties

• Develop and maintain appropriate investment-related databases, initiate the payment of investment-related invoices, and oversea the receipt of ongoing manager documentation.
• Monitor cash balances across multiple counterparties, include BOA, Principal, US Bank, Broadview, and Pioneer, as well as existing lines of credit. Using this information, prepare annual and monthly cash forecasting analysis, and communicate this data effectively across Finance as needed. Act as an backup administrator for certain parties, including BOA.
• Assist in debt servicing and compliance functions, including maintaining debt analysis worksheets and related resolutions, liaising with other areas of Finance for debt-specific reporting and budgetary requests, maintaining required annual debt usage and cost calculations, debt compliance communications, and rating agency surveys.
• Act as the supporting liaison with the outsourced portfolio advisors and other partners to