- University of Rochester (Pittsford, NY)
- …considerations._ **Responsibilities:** GENERAL SUMMARY Supports activity related to reporting endowment investment balances (the University's largest asset). ... Scheduled Weekly Hours: 40 Department: 100040 Ofc of Sr VP- Investment Work Shift: UR - Day (United States of...Works closely with the internal investment office leadership and staff, the University's budget and… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …field. Required Experience: 1+ years relevant experience, including experience at an investment company, bank, endowment , foundation, investment office, or ... Position Summary The Investment Analyst will work closely with the ...team to support the management of New York University's endowment . Provide critical due diligence, research, and analysis across… more
- Seattle Art Museum (Seattle, WA)
- …performance monthly, providing endowment performance reporting as needed * Work with endowment custodian and endowment investment advisor to ensure that ... all assets, purchases, and distributions are processed promptly * Review all endowment investment subscription agreements to ensure that they are accurate and… more
- Bank OZK (Dallas, TX)
- …execute the Institutional Wealth strategy, including business retirement plans, nonprofit/ endowment investment programs, and business investment /cash-sweep ... employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the… more
- Robert Half Finance & Accounting (Litchfield County, CT)
- …of four. This role offers the opportunity to manage financial reporting, oversee endowment and investment reporting, and contribute to board presentations in an ... Manage general ledger activities and maintain proper documentation. * Administer endowment and investment reporting, ensuring alignment with organizational… more
- Auburn University (Auburn, AL)
- …Donor Relations, Philanthropy, and campus partners, including unit administrators and the Endowment Investment Office to help maximize fund use and maintain ... donor fund compliance and transparency. **What You'll Do:** + **Ensure Stewardship and Compliance:** Monitors donor-funded accounts to confirm spending aligns with donor intent, university policy, and compliance standards, fostering transparency and… more
- St. John Fisher University (Rochester, NY)
- …Management + Manages cash flow, operating funds, and working capital. + Oversees endowment funds, investment portfolios, and debt service obligations. + Executes ... for senior leadership, the Finance & Facilities Committee, Audit & Risk Committee, Investment Committee and the Board of Trustees. + Monitors budget performance and… more
- University of Utah (Salt Lake City, UT)
- …related work experience. **Preferences** - Experience in property accounting, debt, and, endowment and investment account - Licensure as a Certified Public ... of Utah: benefits.utah.edu** **Responsibilities** - Responsible for all debt, asset, and investment accounting functions. - Work closely with Surplus and Grants and… more
- Stanford University (Stanford, CA)
- …week. **Preferred Qualifications:** + Advanced degree in taxation. + Familiarity with endowment management and investment practices. _The job duties listed are ... structuring investments, developing and implementing tax strategies to help optimize investment returns, and conducting tax research and analysis as needed to… more
- Regions Bank (Houston, TX)
- …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
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …financial reporting, coordinating the year-end close, preparing audit documentation, managing investment and endowment reporting, and ensuring compliance with ... all applicable federal, state, and institutional accounting standards. This position plays a critical role in safeguarding the University's financial data, maintaining a comprehensive system of internal controls, and ensuring that reported results comply with… 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
- Robert Half Finance & Accounting (Wooster, OH)
- …non-profit accounting principles and practices. * Familiarity with managing cash and investment accounts, including endowment funds. * Ability to oversee ... cash management processes, including reviewing journal entries and managing pooled investment accounts with quarterly adjustments and income allocations. * Establish… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …on-going customer service to schools and units and executive management regarding endowment results. + Collaborates closely with Emory Investment Management to ... JOB DESCRIPTION: + Oversees all aspects of the accounting for Emory's endowment including period close processes, preparation of endowment spending distribution… more
- City and County of San Francisco (San Francisco, CA)
- …and/or sustainability and/or investment stewardship experience with an investment management firm, pension plan, university, endowment , foundation, ... 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
- 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
- Emory Healthcare/Emory University (Atlanta, GA)
- …of Private Markets or the Managing Director of Public Markets, the Director, Investment of Investments, Real Estate and Real Assets is responsible for researching ... of Private Markets or Managing Director of Public Markets, meets with investment managers and presents hiring recommendations and monitors the management of an… more
- Novant Health (Charlotte, NC)
- What We Offer Novant Health is seeking an Investment Analyst Senior to join us! The Investment Analyst Senior position is a part of the Novant Asset Management ... data to support the senior Investments staff in making critical investment , portfolio management, hedging and strategic planning decisions. The Investment… more
- Suny Polytechnic Institute (Utica, NY)
- …the college mission, maintain AACSB accreditation, promote external funding and investment , and build scholarship/ endowment support for the institution's ... initiatives. + Proactively supporting and advancing the vision of SUNY Poly, both externally and internally; supporting SUNY Poly leadership; advancing and promoting the institution as a whole as well as an individual college. + Develop and maintain… more