- NYU Rory Meyers College of Nursing (New York, NY)
- …related field.Required Experience:1+ years relevant experience, including experience at an investment company, bank, endowment , foundation, investment ... 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
- Stanford University (Stanford, CA)
- …the Merged Pool, which includes substantially all of the University's investable endowment assets. The investment portfoliois designed with the dual goals ... ofpreserving the purchasing power of the Endowment for future generations of Stanford students and scholars...facilitating securities transactions and cash movements while providing key investment information to the SMC investment team.… 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
- NYU Rory Meyers College of Nursing (New York, NY)
- …strategies for both academic year and summer leasing as well as capital projects Endowment + Support the Foundation's Investment Committee in the execution of ... multi-year investment plans for the School's endowment in collaboration with the University's Investments Office, contributing guidance on short- and longer-term… more
- St. Louis Symphony Orchestra (St. Louis, MO)
- …balance sheet accounts monthly and initiate corrections needed. + Maintain collected endowment schedule and balance to investment section of monthly financials. ... and temporarily restricted records, as well as those impacting the Endowment Trust and the collected endowment . Prepare 990 tax reports for SLSO and the … 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
- The Research Foundation for SUNY at Binghamton University (Vestal, NY)
- …of stock donations. Quarterly preparation of journal entries for fee assessments, endowment portfolio activity and investment accounts. Management of scholarship ... codes, scholarship imports and annual transfers. + Accounts Payable - Importing of vendors and preparation of vouchers/invoices. IRS Form 1099 reconciliation and adjustments. Cash management adjustments for fees, transfers, interest, credit card payments,… more
- Binghamton University (Binghamton, NY)
- …Committee; + make recommendations on the annual spending rate to the Foundation's Investment Committee based on endowment shares calculation; + oversee cash ... for Advancement Operations will + administer the $250+ million endowment and the $150+ million short-term Treasury portfolio for...management and approve capital calls for the investment portfolio; and + provide oversight of, and coordinate… more
- Combined Jewish Philanthropies (Boston, MA)
- …a bigger difference locally and globally. **Senior Director of Donor Advised Funds and Investment Partners** will report to the Vice President of Risk Management & ... Investment Partnerships, with a secondary reporting relationship to the...and supports investor relations efforts for the Jewish Community Endowment Pool, LLP (JCEP). **Essential Functions:** + Develop and… more
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