ABOUT VERUS

Data Analyst

Verus is in search of a self-motivated individual to join our downtown Seattle office. Candidates should be process-minded, detail oriented, efficient, flexible, and results focused.

The Data Analyst is primarily responsible for entering and maintaining data, producing data and reports, and providing client support.

Essential Functions:

  • Enter client performance data using bank statements or verify imported bank data
  • Load and maintain various databases
  • Perform routine and custom queries in databases
  • Verify current and historical work for correct entry, accuracy, and proper codes
  • Produce quarterly performance reports for client meetings
  • Produce monthly updates
  • Create custom spreadsheets and analysis
  • Keep colleagues informed of the status of the Performance Reports and other project status
  • Collect, reconcile and analyze investment manager returns
  • Resolve data issues with custodians and money managers
  • Provide input on portfolio performance/attribution to Consultants

Verus is an independent, employee-owned, provider of non-discretionary consulting and discretionary management services to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. We are headquartered in Seattle, with additional offices in Los Angeles & San Francisco.

Our clients rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Through independent, impartial advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their enterprise objectives. We are looking for talented professionals who embody our firm values of diligence, professionalism, expertise, client service, and collaboration.

Our boutique culture allows opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus provides a competitive benefits package, and promotes healthy living through work/life quality and flexibility.

Prerequisites:

  • Bachelor’s degree required; preferably computer science, information technology, business, or accounting
  • Keen attention to detail and reviewing others work for accuracy
  • Proven time management/project prioritization skills
  • Experience training colleagues in specific processes and disciplines
  • Advanced knowledge of Microsoft Excel and PowerPoint
  • Knowledge of SQL and Microsoft VBA
  • Experience with MSCI InvestorForce a plus
  • Experience working for an institutional consulting firm a plus

For consideration, please email your resume, cover letter, and salary requirements to jobs@verusinvestments.com. No phone calls, please.

Verus is an Equal Opportunity Employer.