Stanford Management Company (SMC), the University’s investment office, invests the Merged Pool, which includes substantially all of the University’s investable endowment assets. The investment portfolio is designed with the dual goals of preserving the purchasing power of the Endowment for future generations of Stanford students and scholars and enabling a robust annual disbursement to the University’s operating budget. SMC primarily relies on carefully chosen external partners to select individual securities, allowing Stanford to benefit from specialized knowledge in asset classes that reward superior active management.
SMC is seeking an organized and detail-oriented Trade & Cash Operations Analyst who will report to the Senior Associate, Trade & Cash Operations. This position is critical for facilitating securities transactions and cash movements while providing key investment information to the SMC investment team. The ideal candidate will demonstrate high productivity, meticulous attention to detail, and strong problem-solving skills, with proven experience in equity and fixed income security settlement and cash flow management.
MINIMUM REQUIREMENTS:
Education & Experience:
Bachelor’s degree and minimum of two years of relevant experience, or a combination of education and relevant work experience.
Knowledge, Skills and Abilities:
- Experience with a variety of investment types (public and private).
- Proficiency in business applications, such as Microsoft Office suite, especially Excel.
- Experience in financial modeling and business intelligence applications to produce analysis and presentations.
- High degree of accuracy, strong attention to detail, and efficient execution of responsibilities.
- Familiarity with securities industry including derivatives and other complex financial instruments as well as security asset classes, investment processing, business protocol, and reporting standards. Experience using Bloomberg terminal a plus.
- Robust organizational skills and ability to prioritize workload, set deadlines independently, and complete tasks in a timely and efficient manner.
- Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.
Certifications and Licenses:
None
WORK ENVIRONMENT:
PHYSICAL REQUIREMENTS*:
- Constantly sitting.
- Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.
- Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.
- Rarely reach/work above shoulder.
*Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
WORKING CONDITIONS:
- Routine and extended working hours during peak cycles.
A background check will be required for all final candidates.
We are not able to provide relocation or sponsorship for this position.
At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website provides detailed information on Stanford’s extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.
Why Stanford is for You
Stanford University has revolutionized the way we live and enrich the world. We are a collaborative environment that thrives on innovation and continuous improvement. We seek talent committed to excellence, driven to impact the future of our legacy, and improve lives on a global sphere. We provide competitive salaries, excellent health care and retirement plans, and a generous vacation policy.
- Freedom to grow. Take advantage of career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or leader discuss global issues.
- A caring culture. We understand the importance of your personal and family time and provide you access to wellness programs, child-care resources, parent education and consultation, elder care and caregiving support.
- A healthier you. We make wellness a priority by providing access to world-class exercise facilities.
- Discovery and fun. Visit campus gardens, trails, and museums.
- Enviable resources. We offer free commuter programs and ridesharing incentives.
Stanford is an equal opportunity and 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, protected veteran status, or any other characteristic protected by law.
