- Bank OZK (Atlanta, GA)
- …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
- Carnegie Mellon University (Pittsburgh, PA)
- …asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other ... on real-world projects and could significantly impact future performance of the endowment . Collaborating with Carnegie Mellon's Chief Investment Officer and… more
- Carnegie Mellon University (Pittsburgh, PA)
- …a key supporting role in the management and oversight of the University's endowment and other long-term financial investments. The Investment Analyst Intern's ... Reporting to the Chief Investment Officer, the Undergraduate Investment Analyst...Carnegie Mellon's goal is to become a leader in endowment management, overseeing a comprehensive global portfolio invested with… more
- Rockefeller University (New York, NY)
- Organization Overview The Office of Investments oversees a multi-billion dollar endowment broadly diversified across a range of asset classes. The primary role of ... the endowment is to advance the research mission of the...and real assets. The assets are invested by external investment managers through separate accounts or commingled vehicles, including… more
- Wayne State University (Detroit, MI)
- …reports. + Record journal entries accurately and in a timely manner to reflect endowment activity. + Review endowment investment activity, calculate unit ... a key role in managing the financial operations of the University's endowment and investment activities. A key focus of the position is leading data analytics… more
- 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
- 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
- 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
- Beth Israel Lahey Health (Charlestown, MA)
- …Excel skills. **Preferred Qualifications & Skills:** + Experience with OCIO models, endowment or pension investment oversight. + Certified Treasury Professional ... and operational treasury activities with a primary focus on debt management, investment operations, and investment portfolio oversight. The ideal candidate will… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …institutional spending policies. Collaborate with accounting and treasury to reconcile investment activity and calculate endowment income allocations. Maintain ... states (ME, NH, VT, MA, RI, CT) The Director of Research and Endowment Accounting plays a critical leadership role in managing the financial operations related… more
- Philadelphia Museum of Art (Philadelphia, PA)
- …balance sheet accounts monthly. + Maintains detailed accounting records for all endowment and designated funds to record investment activity (income, ... annual audit package for completeness, preparing footnotes and documentation related to endowment and investment activity. + Prepares all required schedules… more
- Bowdoin College (Brunswick, ME)
- …new endowment and restricted funds; maintain precise records. + Unitize endowment and manage quarterly investment earnings and annual income distributions. + ... Analyst - Gifts & Endowments leads the administration of endowment and gift funds and serves as the primary...role ensures accurate accounting, compliance, and stewardship of individual endowment funds. Essential Functions: + Oversee endowment … more
- UCFS Healthcare (Norwich, CT)
- …Coordinate with custodians and advisors to track and report the performance of UCFS endowment investment account, and ensure compliance with UCFS investment ... and spending policies, lender agreements, and contracts that pertain to UCFS investments. Property & Casualty Insurance + Monitor UCFS property lease agreements and tax obligations. File necessary documents. Ensure adequate insurance coverage is in place to… 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
- 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
- Stanford University (Stanford, CA)
- …with exposure to higher education or mission-driven organizations. + Familiarity with endowment or trust management and investment governance. + Passion for ... long-range financial planning, consolidated budget development, capital planning, and endowment and reserve management. Ensure strong financial controls, transparent… 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
- 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
