- University of Washington (Seattle, WA)
- …of Washington Investment Management Company (UWINCO) manages over $8.5 billion of endowment , operating and life income funds for the University. This Program ... custodial bank systems, CRM software (Bipsync), portfolio management software (Caissa). * CFA , MBA or CPA desired. **WORKING ENVIRONMENT** UWINCO is an innovative… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …of theEmory Investment Management (EIM) investment team. EIM manages Emory University's endowment with AUM of $11 billion+. KEY RESPONSIBILITIES: + Maintains a ... thorough knowledge of the endowment 's operational risk functions. + Has responsibilities associated with...equivalent combination of education, training, and experience. + MBA, CFA , CAIA, IMDDA, and/or similar certifications or coursework are… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …takes a significant role in the strategy development and investment of NYU's endowment portfolio. This individual's primary focus will be on designing, sourcing and ... Master's Degree in Business Administration (MBA) and/or Chartered Financial Analyst ( CFA ) is preferred Required Experience: 10+ years relevant investment experience.… more
- JPMorgan Chase (New York, NY)
- …Manager, Investment Bank, or Institutional Investor (eg Sovereign Wealth Fund, Endowment ) + Excellent communication, presentation, and public speaking skills to ... highly confidential information Preferred Qualifications, Skills and Capabilities: + CFA or desire to achieve CFA highly...Capabilities: + CFA or desire to achieve CFA highly encouraged JP Morgan Wealth Management Solutions comprises… more
- TD Bank (New York, NY)
- …and intermediary asset owner marketplace + Undergraduate degree + Preferred designations: CFA , CAIA, CIPM or MBA + Knowledge of the asset owner marketplace, ... including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors + Preferred knowledge and/or interest in various… more
- TD Bank (New York, NY)
- …RFP process **Education & Experience:** + Undergraduate degree + Chartered Financial Analyst ( CFA ) preferred + 10 + years experience in a business development sales ... + Extensive knowledge of the institutional marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …supervision. KEY RESPONSIBILITIES: + Maintains a thorough knowledge of the endowment 's operations functions. + Maintains responsibilities associated with tax and ... experience, OR an equivalent combination of education, training, and experience. CPA, CFA , or MBA is required. + Previous asset management experience preferred; high… more
- Stanford University (Stanford, CA)
- …revenues increased by $2.0 billion or 12% to $18.3 billion. The value of the university endowment at the end of FY 2024 increased by $1.1 billion, or 3%, to $37.6 ... and systems. + Advanced degree or credentials in business/finance (MBA, CPA, CFA ) or related advanced degree would be preferred. + Outstanding financial expertise… more
- University of Rochester (Rochester, NY)
- …Education, Research, and Health Care. It will also be involved with endowment financial forecasts, operating management, and capital project budgeting. All while ... ability to work independently with minimal supervision required. + CPA, CMA, or CFA required **EOE Minorities / Females / Protected Veterans / Disabled:** The… more
- Seattle Children's (Seattle, WA)
- …years of relevant experience in performing manager due diligence at an endowment , foundation, family office, fund of funds, investment consultant, or other ... institution. **Required Credentials** **Preferred** CFA or MBA Strongly Preferred **Compensation Range** $153,434.00 - $230,152.00 per year **Salary Information**… more