"Senior Financial Analyst, Investment and Treasury"

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.

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 ensure accurate reporting of holdings, activity, and other requests, as well as working to resolve any issues or discrepancies.
• Document appropriate and relevant investment management, cash, and debt processes, and assist with the streamlining of relevant RPI’s operations. This includes editing and maintaining Treasury policies and procedures.
• Participate in the preparation of monthly, quarterly, and annual reports to be presented to the President, CFO, Investment Committee, and/or Retirement Committee. This includes NACUBO and Cambridge Surveys, monthly performance report, materials produced with outsourced portfolio advisors, and ad hoc requests.
• Coordinate with external advisors and partners to plan, organize, and manage RPI’s cash management activities, related to investments, including cash flow projections and analysis, liquidity management, and reporting.
• Assist in monitoring and evaluating economic and capital market conditions as needed. Acts as liaison and point person with the audit team in the matters of investments and cash management; prepares all required work papers and year-end schedules for auditors. This includes assisting the Tax team on requests related to investment holdings and cash activity.
• Act as the Administrator of the Institute’s cash management system, setting up appropriate access and monitoring cash activity for approximately 40 users across campus. Maintain appropriate Campus procedures and training that enable internal controls and will provide adequate guidance for the Business Community on campus: business managers, administrators and coordinators.
• Complete annual surveys for S&P and Moody’s and provide input to the Annual Report for debt compliance.

Shift

Business Hours: Monday - Friday

Travel

This hybrid role offers the flexibility to work remotely while staying connected through periodic on-campus collaboration. Candidates should be comfortable commuting to campus as needed, based on engaging team projects and evolving business priorities.

Starting Salary/Rate

Expected hiring range: $75,000 - $100,000

Pay transparency disclosure: The selected candidate’s salary will be determined based on factors that include the available budget, internal equity, and the final candidate’s qualifications, experience, education and other job-related credentials. This hiring range is provided as Rensselaer’s good faith estimate of the expected hiring range at the time of posting.

Application instructions

Follow the on-screen prompts to create a brief online profile. Please be ready to upload your resume and cover letter.

If you need assistance with the online application process, please contact careers@rpi.edu.

Job Posted Date: Applications will be accepted until the position is filled.

Total Compensation and Benefits Information: Rensselaer’s Total Compensation Program is designed to provide stable pay growth, a comprehensive and affordable benefits package, and a comprehensive and affordable retiree medical and prescription plan. Our goal is to provide you and your family with a comprehensive health and welfare program as an umbrella of financial security and protection during your employment. For more information, please visit Benefits | Human Resources (rpi.edu).

Rensselaer is committed to the cultivation of a community that is welcoming, inclusive, and above all values learning. We welcome candidates who bring a variety of perspectives to Rensselaer’s work and campus communities. RPI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation or gender identity, national origin, disability status, protected veteran status, or other characteristic protected by law.