- Connecticut College (New London, CT)
- …Associate Controller with the maintenance of records of fund participation in the endowment investment pool (processing investment , gift and other activity ... monthly, quarterly and annual accounting related to the College's $450+ million endowment , the underlying investment portfolio, financial modelling the annual … more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Investment Office related to the selection, monitoring, and oversight of the Endowment 's external investment managers. Manage the office's data collection and ... and with other University departments and external entities, including the Endowment 's investment managers and administrators, custodian bank, and auditors.… more
- University of Michigan (Ann Arbor, MI)
- …the University's $20+ billion of financial reserves, which includes the 9th largest university endowment . The Investment Office staff works with many of the top ... trends and contributing to investment discussions and initiatives involving all investment classes in the endowment portfolio. + Represent the university… more
- University of Washington (Seattle, WA)
- …annually and will continue to grow over time. Gains and/or losses in endowment and operating funds investment portfolios affect all campus departments. **DUTIES ... Req #: 245360 Department: UW INVESTMENT MANAGEMENT COMPANY Appointing Department Web Address: https://www.uwinco.uw.edu/... Management Company (UWINCO) manages over $9 billion of endowment , operating, and life income funds for the University.… more
- Union College (Schenectady, NY)
- … investment and deployment of available cash balances. Performs necessary Investment and Endowment analysis for efficient management and effective spending. ... of financial reports and analyses on topics such as research grants, endowment funding, and other internally-managed funds. + Financial Compliance: Coordinates the… more
- Truist (Atlanta, GA)
- …Officer is primarily responsible for the selling of Outsourced Chief Investment Officer (OCIO) services to institutional investors (eg, not-for-profit organizations, ... Very strong presentation and quantitative explanatory capabilities to develop an investment and value proposition narrative. + Very highly developed intellectual… more
- Raymond James Financial, Inc. (IN)
- …with retirement plans, endowments, foundations, governmental plans, and other institutional investment solutions to collaborate and develop sales growth for Raymond ... - Work independently and within a team. - Stay updated on investment advisor and financial planner services. Education/Previous Experience + Bachelor's degree from… more
- Franklin Pierce University (Rindge, NH)
- …and implement financial policies that improve overall operations effectiveness. The University endowment and associated investment strategies are also managed by ... broad responsibility for fiscal budgetary planning, financial records and reporting, investment strategy, cash management and management of institutional debt, as… more
- Regions Bank (Orlando, FL)
- …knowledge and understanding of Regions' products and services, including retirement, investment management, endowment and foundations, funeral trust, and ... for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts.… more
- Mary Wade (New Haven, CT)
- …Oversee retirement savings plan, payroll, accounts receivable and accounts payable, investment portfolio endowment activities, resident trust activities and the ... general ledger. + Support annual budget process; provide support and information to leaders as needed. + Attend Board Meetings; report on financials; attend sub-committee meetings as appropriate. + Monitor payor mix to ensure the correct balance to maximize… more
- City and County of San Francisco (San Francisco, CA)
- …field; AND Three (3) years of investment experience with an investment management firm, pension plan, university, endowment , foundation, corporation, family ... equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment , foundation, corporation, family… more
- City and County of San Francisco (San Francisco, CA)
- …Experience: Three (3) years of investment experience with an investment management firm, pension plan, university, endowment , foundation, corporation, family ... equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment , foundation, corporation, family… more
- University of Miami (Coral Gables, FL)
- …allocation for all portfolios. Leads sourcing, evaluating, selecting, and terminating investment managers for all portfolios in accordance with their respective ... asset allocations including qualitative and quantitative due diligence on investment strategy, risk, process, organization, portfolio positions and performance.… more
- Cleveland Clinic (Beachwood, OH)
- …most respected healthcare organizations in the world. The Executive Director Investment Operations, Performance Measurement and Risk Analysis is responsible for the ... quality, reliability, and delivery of processes and procedures that support the investment team and comprise the scalable operations platform of the Investment… more
- Seattle Children's (Seattle, WA)
- …5-10 years of relevant experience in performing manager due diligence at an endowment , foundation, family office, fund of funds, investment consultant, or other ... The Investment Manager will work closely with senior investment office staff on asset class research, manager due diligence, and other project work. As an … more
- Robert Half Finance & Accounting (Seattle, WA)
- …while ensuring accuracy and compliance with US GAAP * Collaborate with the Endowment Team in the Grant process, recording transactions accurately in the General ... and review adjusting journal entries as required * Review contributions, investment income, fees, realized/unrealized gains and losses, and disbursements for … more
- RGP (Irvine, CA)
- …Communicate effectively about the high stewardship standards and performance of the investment program to donors, nonprofit endowment partners, and other ... directly supervises the Controller and department staff. Additionally, the CFO oversees investment activities, supported by a seasoned Investment Committee and… more
- Robert Half Finance & Accounting (New York, NY)
- …for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in midtown Manhattan New York. Our client requires 3+ years ... or Client Relations experience within Institutional Asset Management or an Endowment . The candidate must have knowledge of Impact Investing, Financial Inclusion,… more
- The Chicago Community Trust (Chicago, IL)
- …Chicago Community Trust, with an emphasis on impact-first approaches. The Director, Impact Investment will report to the Chief of Investments and will work closely ... partners. We'd be delighted to connect with you if you: + Bring investment decision-making experience, as well as previous career or educational experience with… more
- Emory Healthcare/Emory University (Decatur, GA)
- …to determine progress toward stated goals and objectives; conducts return on investment (ROI) analyses; oversees development of business plans for all programmatic ... endowments and recommend ideas on the appropriate use of the endowment income funds. + Ensures endowment income for scholarships are awarded on a timely basis in… more
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