- 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
- 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
- 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
- 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
- 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
- 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