- 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
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