Research & Operations Analyst

Research & Operations Analyst

Location: Remote

The Company:
The Regulatory Fundamentals Group LLC (RFG) is a trusted advisor to 31 of the nation’s leading nonprofit investment offices, representing client NAVs ranging from $1 billion to over $100 billion. Our consortium includes top-tier universities, foundations, and research hospitals, united by the common goal of navigating the complex intersection of finance, policy, law, and regulation. Through our services, we empower cross-functional collaboration among CIOs and their investment, legal, operations, finance, compliance, and government affairs teams with timely, actionable intelligence.
 

As the only organization dedicated exclusively to the unique needs of nonprofit investment offices, RFG brings unparalleled insight into the intricate nonprofit and financial services landscape. Unlike firms that focus narrowly on investments, operations, contracts, compliance, or regulatory matters, RFG offers an integrated, process-oriented approach that anticipates how key developments impact all aspects of an investment office. No other provider has so thoroughly baselined and documented the challenges faced by nonprofits managing complex, bespoke investments—whether through private funds, SMAs, or global structures.

RFG membership includes access to:
● A weekly thought-leadership newsletter addressing legal, regulatory, and operational issues
tailored to nonprofit investment teams.
● In-person member meetings that deliver high-value insights and foster deep peer relationships.
● Live webinars and peer discussions on pressing issues, featuring top experts and candid
conversations on how peers are responding.
● A comprehensive resource library with over 200 white papers, training decks, and webinar
recordings covering key topics like U.S.-China relations, investing in India, and national security considerations.
● RFG Pathfinder®, our proprietary online intelligence system: a dynamic database outlining the U.S. laws and regulations relevant to charitable organizations and their investment managers. Pathfinder delivers expert-level insights on how seasoned professionals would navigate emerging opportunities or complex compliance questions.
 

RFG is a respected, fast-paced organization powered by a small, collegial team that thrives on intellectual rigor, client service, and making an impact within a mission-driven investment landscape.

Position Overview:
We are seeking a highly motivated, detail-oriented individual to join our fully remote team. This is a
unique opportunity to work directly with senior leadership on a diverse range of issues impacting
our consortium members, including artificial intelligence as it relates to internal research workflows,
regulatory and operational diligence practices, new taxes on endowments and foundations, tariffs,
rare earth supply chains, SEC regulatory developments, and matters affecting private funds and
nonprofit investment offices.

In addition to supporting RFG’s core research and content efforts, this role will contribute to two
evolving internal initiatives. The analyst will support efforts to improve how the RFG team uses
artificial intelligence tools to enhance research efficiency, synthesis, and internal workflows. The analyst will also assist with RFG’s diligence-related work with members, including communicating with clients to gather feedback on RFG’s diligence materials, helping identify priority diligence
topics, refining diligence questions and areas of focus, and staying current on important regulatory, operational, and governance issues relevant to nonprofit investment offices.

What Clients Say About RFG:
● “The clearing house effect is particularly important. It’s a great way to learn what our peers are
facing.”
● “The RFG Conferences are rich with timely content, providing actionable insights and
opportunities to hear from and network with the savviest of our investment peers in the
Endowment & Foundation community.”
● “You have made us better investors.”
● “The forum you provide is HUGELY beneficial....”
● “Your work on reporting requirements has been outstanding.”
● “We have gotten a lot out of our partnership with RFG, and we think others can too.”
● “The summaries you prepared on the Congressional inquiry...were circulated to our CFO and
others in the organization...they were just what we needed.”
● “When we lost our CIO, your white paper on how to handle a CIO transition was invaluable.”

Essential Duties and Responsibilities:
● Assist both the news and marketing teams on project management and deliverables.
● For the news team, efforts will include in-depth research on regulatory, tax, and investment topics
relevant to nonprofit organizations and their investment managers, as well as assisting with copywriting and content creation for internal and external communications.
● Support internal initiatives to improve how the RFG team uses artificial intelligence tools to enhance research efficiency, synthesis, and internal workflows.
● Assist with diligence-related research and member communications, including tracking emerging diligence topics, helping refine diligence questions and areas of focus, and staying current on regulatory, operational, and governance issues relevant to nonprofit investment offices.
● Communicate with RFG members, under the direction of senior staff, to gather feedback on RFG’s diligence materials and help incorporate client input into evolving diligence topics, questions, and reference materials.
● For the marketing team, assist with correspondence and scheduling with current and potential clients.
● Provide executive assistance to the CEO and other senior staff, including scheduling, correspondence, and project coordination.
● Assist with event planning for two in-person conferences per year.
● Support the development of presentations and reports; graphic design skills are a plus.
● Manage multiple projects and deadlines independently in a fast-paced, remote environment.
● Demonstrate flexibility and a willingness to take on a wide range of assignments as needed.
● Maintain discretion and uphold strict client confidentiality at all times.

Ideal Candidate:
● Graduate of a top-tier university with a degree in writing, finance, business, public policy, or a similarly rigorous field.
● Deep intellectual curiosity and a passion for learning and sharing knowledge.
● An innovative thinker who thrives in both independent and collaborative settings.
● Skilled at forming meaningful connections with consortium members, regulators, news sources, and colleagues.
● Background experience in either journalism, editing, financial services, policy analysis, or government affairs.
● Understanding of financial markets, public policy, or regulatory topics.
● Research, writing, and analytical abilities.

Compensation & Structure:
● Competitive compensation commensurate with experience.
● Fully remote work environment with significant flexibility and room for professional
growth.
● Note: No healthcare or other traditional benefits are offered.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty
proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.