Portfolio Analytics Analyst

Portfolio Reporting & Analytics Analyst

Princo is building a new Portfolio Reporting & Analytics function within the Operations Team to enhance transparency, efficiency, and strategic insight across the organization. This new role will focus on internal and external reporting, investment-related data analysis, Board and Trustee materials, and process improvement.

The Analyst will play a key role in building new reporting capabilities and tools, serving as a go-to resource for ad hoc requests from senior leadership and the broader Investment Team. This is a unique opportunity to help shape a new function that supports strategic change and creates capacity across the Investment Team.

Success in this role requires intellectual curiosity, strong analytical skills, and a collaborative mindset. The ideal candidate will be comfortable working with data, technology, and people, bringing both precision and creativity to their work.

This position will report to a senior member of the Operations Team and collaborate closely across Investment and Technology functions.

Responsibilities

The Portfolio Reporting & Analytics Analyst will be responsible for producing reports and analysis related to Endowment assets, performance, risk, and other firm metrics. Responsibilities include, but are not limited to, the following :

• Support the transition of reporting responsibilities from the Investment Team to the new Portfolio Reporting & Analytics function.
• Develop and maintain recurring internal reports and dashboards.
• In partnership with the Technology Team, contribute to the design and implementation of new reporting systems (e.g., Microsoft Fabric, Power BI) and workflow automation, including the use of low-code tools.
• Ensure consistency and accuracy across data sources and reporting tools.
• Maintain formatting standards and templates for recurring reports.
• Identify opportunities to streamline processes and enhance data quality.
• Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance.
• Extract, organize, and maintain data from financial statements, FactSet, Bloomberg, Cambridge Associates, and other relevant sources.
• Respond to ad hoc requests for data, analysis, and reporting from senior leadership, Investment Staff, Operations, or other University stakeholders.
• Prepare and coordinate materials for Board and Trustee meetings.
• Collaborate across teams to ensure accuracy, alignment, and thoughtful communication.

Qualifications

Skills & Qualifications

Attributes for Success

Additional Qualifications

Princeton University is an Equal Opportunity and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law.

The University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's qualifications, work experience, education / training, key skills, market, collective bargaining agreements as applicable, and organizational considerations when extending an offer. The posted salary range represents the University's good faith and reasonable estimate for a full-time position; salaries for part-time positions are pro-rated accordingly.

The University also offers a comprehensive benefit program to eligible employees. Please see this link for more information.

Standard Weekly Hours

36.25

Eligible for Overtime

No

Benefits Eligible

Yes

Probationary Period

180 days

Essential Services Personnel (see policy for detail)

No

Physical Capacity Exam Required

No

Valid Driver's License Required

No

Salary Range

$140,000 to $165,000