AFO is seeking a highly analytical, systems-oriented professional to have primary ownership over investment operations including data integrity, reporting outputs, and systems infrastructure. This role sits at the intersection of data infrastructure, reporting/analytics, and investment operations, owning the full lifecycle from data ingestion to decision-ready outputs.
The ideal candidate is deeply passionate about operations, data, infrastructure, systems, and process design and has sufficient familiarity with investments and accounting to operate effectively within a complex investment ecosystem. This is a full-time position supporting the Investment Team as they implement the investment program, but also requires working collaboratively with accounting, IT, and legal roles within the office. This is an in-person position in Fort Worth, Texas.
To apply contact:
Jeff Boutin
(817) 886-2964
jboutin@afocapital.com
Natasha Cupps
(817) 953-3509
ncupps@afocapital.com
Responsibilities:
Data Architecture & Integrity –
• Own and maintain the firm’s investment data across investment management systems (e.g. MSCI/Total Plan Manager, Tamale, etc.), ensuring accuracy, consistency, and completeness of data
• Validate and monitor portfolio and investment data (exposures, transactions, market values, etc.) across investment management systems
• Maintain mapping of data from the accounting system to the investment management systems; partner with accounting as needed to ensure alignment and integrity
• Maintain and enhance transparency data within investment management systems
Reporting & Analytics –
• Design, build, and maintain reporting and analytics infrastructure (performance, exposure, liquidity, and ad hoc analytics)
• Develop and enhance reporting frameworks, dashboards, and decision-support tools to support performance measurement and analytics across systems
• Produce and deliver accurate and timely portfolio and investment reporting (monthly, quarterly, annually) for the Investment Team, the Investment Committee, and other stakeholders
Systems, Infrastructure & Process Design –
• Design and enhance scalable processes and workflows, driving automation and efficiency across the platform
• Create and maintain process documentation, operational due diligence playbooks, and document/knowledge management systems
Cross-Functional Coordination & Operations –
• Serve as a bridge across teams for all investment data and reporting input and accuracy
• Support cross-functional initiatives and investment operations, including operational due diligence for new and existing investments
Continuous Improvement & Strategic Support –
• Lead continuous improvement initiatives across data, systems, and workflows to enhance efficiency, accuracy, and scalability
• Ensure data and systems support compliance, governance, and reporting requirements across stakeholders
• Evolve data, reporting, and analytics capabilities to meet changing business needs and strengthen operational resilience
This role is:
• Not an investment role and will not evolve into one
• Not responsible for accounting execution or financial reporting
• Not a legal role
• Not purely technical/engineering/IT, but is highly systems-oriented
Education and Experience Qualifications:
Required –
• Bachelor’s degree with 3 to 7 years of relevant experience in investment operations, data, analytics, or a related field
• Strong understanding of investment concepts across public and private markets and working knowledge of accounting and reporting frameworks
• Advanced Excel proficiency and strong understanding of data structures, workflows, and system integrations
• Demonstrated ability to design, build, and scale reporting, systems, processes, and data infrastructure
• Ability to translate business needs into data-driven solutions across workflows
• Exceptional attention to detail, high ownership mentality, and commitment to data integrity
Preferred –
• Experience within a family office, endowment, foundation, or institutional investment platform
• Experience with or interest in leveraging AI and automation tools to enhance data analysis and streamline operations
• Background in investment operations, computer science, data science, or a related field
• Experience with investment systems (e.g., MSCI/Total Plan Manager, Tamale,
Bloomberg) and/or industry data tools
• Potential certifications in data analytics, process improvement, or project management
Personal Qualifications:
• Professionalism, discretion, and sound judgment in handling confidential information.
• A proactive, self-motivated, and independent worker.
• Frequent and excellent communicator, both written and oral.
• Ability to work in a team-oriented and small office environment.
• Must demonstrate unquestioned integrity at all times
