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University of California Office of the President
United States, California, Oakland
1111 Franklin Street (Show on map)
February 23, 2023

University of California Office of the President (UCOP)

Sr. Investment Data Analyst - #47221 (two openings)

Position Description


For UCOP internal applicants, please login to the internal candidate gateway at:


At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world and those who will follow in their footsteps. Working at the University of California is being part of a unique institution and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and Systemwide. We are passionate people, serving the greater good.

The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world.


The Office of the Chief Investment Officer ("UC Investments") is responsible for managing the University of California's retirement, endowment, working capital and cash assets under the policies, guidelines and performance benchmarks established by the Regents. The mission of the Office is to implement those policies and guidelines by selecting, executing and monitoring investment strategies designed to add value over the benchmarks within a risk-controlled framework. The Office adheres to high ethical as well as professional standards in serving the investment management needs of its constituency. The Chief Investment Officer has full investment discretion, while the Regents retain responsibility for Asset Allocation and Investment Guidelines.


The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiatives. He/she will provide data support for the various investment teams and downstream applications within UC Investments. The Senior Analyst is primarily responsible for maintaining the Investment Book of Record by ensuring accuracy and granularity investment performance, exposures and transactions data for all assets under management. The hire will analyze and resolve any data issues, while ensuring that internal and external partners are updated. The Senior Analyst will work closely with the investment, operations, compliance and risk teams to develop new reports and analytics to support the investment decision making process at all levels.

The Senior Analyst will work with large sets of investment data and relation tables/structures across various disciplines, including Performance & Attribution, Risk, Accounting, Compliance and Asset Allocation. The individual in this role will be the main point of contact to:

  • Address data related issues including maintenance of custom data and mapping tables; Configure reports and reporting scripts.
  • Identify and resolve data gaps.
  • Provide oversight to daily and monthly data feeds to and from downstream systems.

The hire will support the office by:

  • Developing a thorough understanding of our governing body, stakeholders, portfolio structures, benchmarks and systems; Identifying and applying ways to challenge/improve current processes to increase efficiency and data accuracy throughout the UC Investments.
  • Communicating and collaborating with the various teams.


50% - Investment Reporting

  • Produce high quality, accurate and timely investment reports for the Investment team, the Regents and clients of UC Investments.
  • Report on asset mix with a particular focus on investment performance, future cash flows and notional exposures.
  • Prepare scheduled investment reports to various committees and foundations.
  • Partner with Senior Management and Investment Teams to produce and incorporate new content (charts, tables, graphs, infographics) to investment reports.
  • Manage list, format and timeline of internal and external reports for stakeholders.
  • Collaborate with Investment, Operation and Data Management teams to develop scalable and impactful analytics to enhance messaging and storytelling of investment reports.
  • Develop a reporting production line that includes elements of review, compliance adherence and approval processes.
  • Develop, maintain, improve and automate reports.

25% - Data Management / Automation

  • Ensure the accuracy of underlying data in data warehouse (historical exposures, asset mix, performance, policy weights and more) used for investment decision making purposes.
  • Prepare, interpret and investigate anomalies with appropriate individuals/groups to resolve errors.
  • Build data integrity reports to cross-check data across multiple views and sources.
  • Ensure daily and monthly scheduled tasks are completed without errors.
  • Develop methodologies to capture and/or enrich data tables/elements to increase ability to automate reports.
  • Provide guidance on data flow/capture/display processes to support the review and approval process.
  • Build new investment structures/assets from a data management capacity.
  • Augment and/or write custom functions fit for purpose to answer time sensitive and mission critical questions regarding the portfolios.

15% - Project Management

  • Lead and represent the interests of the reporting function in new tools and systems implementations. In so doing, develop a strong project management culture to:
    • Coordinate internal resources and third parties/vendors for execution of projects.
    • Assist in the definition of project scope and objectives for reporting.
    • Manage the development of detailed project plans to monitor and track progress.

10% - Ad hoc Requests

  • Follow up on ad hoc and custom data requests across departments, including queries, reports, custom calculations. Assess new tools to improve quality of reports.
  • Support continuous improvement projects across departments.


Required Qualifications

  • Minimum of 6 years of related experience with investment performance reporting, interpretation of performance data, attribution and risk.
  • Deep understanding of portfolios, asset classes, risk factors and data structures.
  • Knowledge of investment software programs such as BlackRock Aladdin, Custodian and Banking Systems, Investment Manager databases, Bloomberg, Solovis.
  • Working knowledge of data visualization tools/methods.
  • Ability to query databases.
  • Excellent interpersonal skills as demonstrated by the ability to interact with others in a consistently positive manner, exercise discretion and tact to gain consensus in an environment where others may have strongly conflicting ideas and goals.
  • Demonstrated ability to quickly research and collect pertinent information, identify critical points and integrate them to define and test options and alternatives. Insightful and creative skill in reasoning and logic and quantitative analysis demonstrated by ability to develop recommendations and justification for the most productive course of action.
  • Excellent verbal and written communication and presentation skills, including the demonstrated ability to articulate ideas and issues clearly, concisely and persuasively to a variety of audiences and prepare and/or edit complex reports involving logical and quantitative analysis, so that it is clearly understandable by both technical and lay readers. and effectively advances and justifies a specific proposal or set of recommendations.
  • Ability to generate both qualitative and quantitative independent analysis.
  • Ability to plan and manage projects in their entirety and ensure they are delivered on time.
  • Demonstrated good judgement when asking questions both internally and externally to seek desired information or understanding.

Preferred Qualifications

  • Understanding of UC policy, guidelines, asset allocation, portfolio structure, investment strategies, managers and holdings.
  • Knowledge of UC data structures.


  • Bachelor's degree in related area and a minimum of six (6) years of job-related experience and/or equivalent experience/training.
  • Master's degree, CFA, other designations, or equivalent experience/training.


  • This position is currently eligible for a hybrid within California work arrangement. The hired candidate may be required to work onsite in Oakland, as business needs dictate.


Salary: $135,000 - $158,000, commensurate with experience. (MSP Grade 25)

Benefits: For information on the comprehensive benefits package offered by the University visit:


Please be prepared to attach a cover letter and resume with your application.


The first review date for this job is January 24, 2023. The position will be open until filled.


Background Check Process: Successful completion of a background check is required for this critical position.

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014.

August 2021 Update: The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral.


The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: or email the Human Resource Department at: .