Investment Associate

JOB SUMMARY

The Investments Associate is a member of a small and highly collaborative team that oversees and administers $8 billion of charitable capital. Reporting to the Senior Vice President of Investments, the Associate is responsible for day-to-day administration of investments across numerous portfolios and investment relationships. This role serves as primary liaison between controller, consultant and custodian, coordinating daily transactions and establishing new accounts. The Associate provides administrative support to the entire department for investment committee meeting preparation, routing documents for signatures, maintaining records and contacts, audit support and internal reporting. The position is best suited for candidates with three or more years of investment operations and client service experience. The successful candidate is highly organized, pro-active, a self-learner and proficient at adapting technology to improve processes.

Salary commensurate with experience.

RESPONSIBILITIES

Serve as primary liaison with investment consultants, investment managers and custodian banks: coordinate manager transitions, portfolio rebalancing, transact purchases and redemptions, process capital calls, distributions and fees, maintain cash guidelines, respond to requests, develop productive relationships and resolve operational issues in a timely and constructive manner.

Onboard and maintain new investments: process subscription documents and agreements, maintain internal database records and authorized signer lists, coordinate with key stakeholders.

Monitor and process group email boxes including electronic and physical mail, invoices, security litigation notices, proxy voting and legal, tax or regulatory filings.

Coordinate maintenance and renewal of $135+ million in bank certificate of deposits.

Support annual audit deliverables including confirmation letters, valuation support, K-1 collection and foreign account identification, preparation of assigned schedules.

Support the senior vice president with department administration including scheduling, conference registration, travel and expense reports, entering operating plans and budgets, running reports and other duties as assigned.

Coordinate investment committee meeting logistics including scheduling, correspondence, docket preparation and distribution, lunches and minutes.

Maintain timely updates to investment communications including performance reports, fact sheets, webpages, PowerPoint presentations, fund activity reports and other communications.

Develop and maintain written procedures, dashboards and calendars. Maintain and develop file sharing and department intranet as the department site administrator.

Participate in admin and IT user groups; represent department needs and coordinate implementation and incorporation of new technology and process improvements.

QUALIFICATIONS

• 3 years of relevant experience in financial services administering investments and client services
• Bachelor’s degree, preferably with emphasis in business administration, communications or finance
• Advanced skills in Excel, PowerPoint and Word to create high quality deliverables
• Highly organized and able to manage multiple priorities
• Strong attention to detail and accuracy
• Excellent written and oral English language communications skills
• Ability to work as a team member in varied activities and projects
• Ability to maintain confidentiality of extremely sensitive and private data
• Initiative, good judgment and ability to work with humor even when under pressure
• Flexibility and willingness to assist where needed
• Highly relevant work experience includes investment back-office administration involving multi-manager portfolios holding private and public assets

WORK ENVIRONMENT / PHYSICAL DEMANDS

The work environment characteristics and the physical demands described here are representative of those an employee encounters while successfully performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

The above statements are intended to describe the general nature and level of work performed by the incumbent in this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills.

APPLICATION PROCEDURE

Submit a cover letter explaining your interest in the position and what you would bring to Silicon Valley Community Foundation. Please provide a resume and cover letter.

About Silicon Valley Community Foundation

Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems. As the largest community foundation in the world, we engage donors and corporations from Silicon Valley, across the country and around the globe to make our region and world better for all. Our passion for helping people and organizations achieve their philanthropic dreams has created a global philanthropic enterprise committed to the belief that possibilities start here . Learn more at siliconvalleycf.org .

Application deadline: open until filled.

Silicon Valley Community Foundation is an equal opportunity employer.

SVCF does not pursue sponsorship of work visas for foreign nationals