Senior Investment Operations Associate

Senior Investment Operations Associate

At Cedars-Sinai, we are motivated by a collective spirit of innovation and the challenge to continuously improve. Above all, we share a real passion for helping others. Day after day, from department to department, our people give their all to create a community unlike any other. This is just one of the many reasons U.S. News & World Report has named us one of America’s Best Hospitals.

The Senior Investment Operations Associate is responsible for the oversight of the portfolio management system and the accuracy and integrity of investment portfolio data. This position manages the quality of the organization’s data used for monitoring the performance of the investment portfolio, interprets and analyzes data against appropriate benchmark measurements and market indices, and delivers accurate and timely investment reporting to the Investment Committee and key partners.

• Lead administrator for the portfolio management system (Addepar) and data management platform (Canoe Intelligence). Serves as liaison between Addepar, Canoe, consultants, and business units to ensure business needs are met.
• Provide process ownership by setting expectations for data integrity and timeliness, modeling best practices in data handling and documentation, driving accountability by ensuring team members understand the impact of inaccurate or delayed data on performance reporting and compliance, and maintaining industry standards for data and reporting management.
• Provide oversight of data input by reviewing and validating data entries for completeness and correctness, monitoring workflows, and coordinating with internal and external partners to resolve discrepancies or improve data management.
• Apply expertise in investment data calculation methodologies to ensure accurate data reporting and analysis.
• Determine issues related to data quality problems and identify how those issues can be resolved, working within job scope and at the appropriate organization level to interact with other departments and/or outside providers, keeping the supervisor informed and escalating issues as appropriate.
• Assume ownership and accountability for the end‑to‑end process of delivering monthly and quarterly investment reporting to the Investment Committee and collaborators.
• Provide quarterly and monthly investment performance reports, including individual manager returns and return analyses, with respect to the investment portfolio.
• Develop methodology to provide data and attribution analysis to explain performance metrics.
• Recommend design improvements to reporting templates and processes.
• Create, monitor, and enhance risk metrics, dashboards, and reporting frameworks.
• Disaggregate investment holdings to the individual security level, accurately aggregate exposure to companies, asset classes, sectors, industry, or geographic regions, and manage and optimize look‑through reporting in Addepar.
• Work effectively with the investment team and partners to develop reports as requested.
• Monitor compliance with the Investment Policy Statement and Cedars‑Sinai policies, procedures, and protocols, escalating to the supervisor if close to policy ranges.
• Proactively identify opportunities for process improvements and implement changes to minimize risks and errors while enhancing efficiency.

• Bachelor’s degree in business administration, business management, finance, mathematics, economics, statistics, or another quantitative field of study.
• Minimum of five years proven experience in investment performance measurement and reporting, preferably with attribution and portfolio analysis, and a proven track record of relevant work.
• Certificate in Investment Performance Measurement (CIMP) preferred.
• Experience with portfolio management systems preferred. Experience with data modeling and visualization tools, and strong MS Excel skills (functions, charting, and pivot tables).

Beyond offering outstanding benefits including generous time off and a 403(b), we take pride in hiring the best, most passionate employees. Our accomplished staff reflects the culturally and ethnically diverse community we serve, underscoring our commitment to creating a dynamic, inclusive environment that fuels innovation.