Description
CHOP is looking for an Investment Operations Associate to join the Investment Office. Responsible for managing the Hospital's over $5 billion endowment, the Investment Office is comprised of a small team that has a large impact on CHOP's long-term mission. Reporting to the Director of Operations, the Investment Operations Associate will support the management of both the portfolio and Investment Office operations. This role requires the ability to analyze and synthesize data, exercise independent judgment, build relationships, and create high quality deliverables. The Investment Operations Associate will also serve as a part of the larger team, providing support as needed.
Exercises limited decision-making authority while independently owning and delivering process outcomes.
The Ideal Candidate
The successful candidate is a proactive, intellectually curious investment operations professional who thrives in a collaborative environment and enjoys taking ownership of complex processes. They are equally comfortable working with data, managing relationships, and navigating operational challenges.
In addition, the ideal candidate will bring:
5+ years of experience in an investment, endowment, asset management, or broader finance function.
Experience supporting trading operations, investment compliance, and counterparty relationships.
Strong analytical and problem-solving skills with the ability to synthesize large amounts of information into actionable insights.
Exceptional attention to detail and commitment to accuracy.
Excellent communication and relationship-building skills.
The ability to work independently while contributing to a highly collaborative team environment.
A continuous improvement mindset with a willingness to take initiative and drive process enhancements.
Strong alignment with CHOP's ICARE values: Integrity, Compassion, Accountability, Respect, and Excellence.
Work-Life Balance & Flexibility
CHOP is committed to supporting employee well-being through a flexible hybrid work environment.
In-office: Tuesday, Wednesday, and Thursday
Work from home: Monday and Friday
This schedule provides the opportunity for meaningful in-person collaboration while also offering flexibility to support productivity and work-life balance.
This role is ideal for a finance or investment professional seeking broad exposure, meaningful responsibility, and the opportunity to contribute to the management of a world-class endowment in support of CHOP's mission.
Requirements
Education Qualifications
Bachelor's Degree Accounting or Finance - Required
Experience Qualifications
At least five (5) years Previous experience in investment or finance function - Required
At least five (5) years Previous experience with trading, compliance and managing counterparty relationships - Required
Previous experience working within a lean and high-performing team - Preferred
Previous exposure to traditional and alternative investment strategies - Preferred
Skills and Abilities
Excellent interpersonal skills with a collaborative work style (Required proficiency)
Outstanding writing and verbal communications (Required proficiency)
Demonstrated track record of producing high quality deliverables on tight deadlines (Required proficiency)
Extreme attention to detail and intellectually honest (Required proficiency)
Professional and organized work style (Required proficiency)
Demonstrated resourcefulness and ability to work independently without the need for detailed guidance (Required proficiency)
Self- motivated and results oriented with ability to quickly analyze data and communicate results (Required proficiency)
Strong project management skills along with a proven ability to develop project plans, provide regular updates to project sponsors, and adjust project direction as needed (Required proficiency)
Ability to manage multiple complex assignments with proven ability to assess competing priorities in a high energy, fast paced environment (Required proficiency)
Practical in approach – has a natural orientation to getting things accomplished quickly in a high-quality way and maximizes results with available resources (Required proficiency)
Transparent and able to incorporate feedback in real time into personal performance (Required proficiency)
History of building trust and fostering sustainable relationships with key stakeholders, including an ability to collaborate and partner with other subject matter experts and business leaders (Required proficiency)
Able to effectively cope with change and easily shift gears between strategy, design, and delivery (Required proficiency)
Highly effective in ambiguous environment and able to produce maximum results with little direction and guidance (Required proficiency)
Interest in the endowment model of investing (Required proficiency)
Proficient Excel and modeling skills with competence across the Microsoft Office Suite; working knowledge of investment research & portfolio management systems is a plus (e.g. Dynamo, Bipsync, Caissa, Private I, etc) (Required proficiency)
Deep understanding of Large Language Models and their practical applications within financial services, market research, and data automation. (Preferred proficiency)
Licenses and Certifications
Certified Public Accountant (CPA) - Pennsylvania State Licensing Board - upon hire - Preferred
Chartered Financial Analyst (CFA) - Chartered Financial Analyst Institute (CFA Institute) - upon hire - Preferred
Chartered Alternative Investment Analyst (CAIA) Certification - Chartered Alternative Investment Analyst Association (CAIAA) - upon hire - Preferred
