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AWM - Operations - XIG Reporting and Analytics - Public - Analyst

Spectraforce Technologies
$150 billion.
United States, Utah, Salt Lake City
Aug 13, 2025
Job Title : AWM - Operations - XIG Reporting and Analytics - Public - Analyst Location : Salt Lake City, UT,84101 Duration : 6 months Professional Summary: The External Investing Group (XIG) provides investors with investment and advisory solutions across leading hedge fund managers, private equity funds, real estate managers, and traditional long-only managers. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary market investments, co-investments, and seed capital investments. With over 300 professionals across eight offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Client market insights and risk management expertise. We extend these capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $150 billion. Global Reporting And Analytics: The XIG Global Reporting and Analytics (GRA) team is responsible for producing client and fund-level reporting on hedge fund, private equity, and long-only asset classes. This includes data analysis and review of quarterly letters, balance reports, underlying manager reports, monthly performance highlights, portfolio review books, and risk reports. The GRA team supports portfolio managers, risk managers, sales, and client relationship professionals by providing accurate and timely reporting. This involves extensive interaction with internal parties to ensure that data flowing into portfolios is accurate, as well as creating solutions for new reporting requirements. GRA continues to focus on best-in-class client experience by working closely with the business to maintain and enhance client relationships. Responsibilities and Qualifications: Review portfolio holdings within reports and save down validation evidence, to support senior team members with the production process. Produce reports that include the analysis, verification, and troubleshooting related to portfolio holdings, performance, new/realized investments, metadata, and commentary, etc. Respond to requests from senior management, clients, and internal groups relating to funds, portfolio holdings, and portfolio performance. Engage in projects relating to new products, clients, managers, and initiatives focused on platform enhancement. Works closely with XIG investment teams, Onboarding, Client Service, Fund Accounting, Technology, Legal, and Compliance teams. Participation in product launch calls and coordination with other XIG teams to understand and manage terms of client engagements impacting client reporting. Interface with portfolio experts on the XIG team, including regular interactions with management in both XIG and Asset Management Operations. Must Haves: Bachelor's degree required. Strong attention to detail and experience producing complex customized client materials with the highest degree of accuracy. Candidate must be a team player, self-motivated, and demonstrate a willingness to take on more responsibility. Demonstrate strong communication and interpersonal skills, both written and oral. Candidate is expected to demonstrate adaptability to new software products. Advanced or highly proficient with Microsoft Excel. Preferred Qualifications: One to five years of professional experience. Previous experience in Operations and/or Financial Services industry. Analytical background to train and lead others in creating client materials. Ability to interpret financial statements used to verify client reporting materials. Understanding of performance attribution and risk calculations in models used for client reporting. Strong organizational skills to review a large volume of output within tight timeframes. Risk management focus.