Director of Investor Relations

Director of Investor RelationsPosition SummaryThe Associated is seeking a Director of Investor Relations to play a key role in supporting its community fund by cultivating and managing donor and institutional client relationships overseeing investment activity and ensuring the effective execution of operational and administrative processes. Serving as a trusted resource for stakeholders this position collaborates closely with investment managers sub-accountants and external vendors while preparing timely accurate materials for investment committee meetings. The ideal candidate is a detail-oriented analytical finance professional who thrives in a collaborative environment demonstrates exceptional organizational and relationship management skills and is committed to continuous process improvement adaptability and operational is a full-time hybrid position that requires a minimum of three days per week in the ResponsibilitiesGovernance and Committee LeadershipServe as staff liaison to Investment Committee consolidate and distribute committee meeting materials including investment summaries fund performance and activity action items and follow-up items from committee meetings and coordinate timely comprehensive quarterly and annual reports detailing fund activity grant volumes and key financial metrics for leadership and committee reviewRelationship ManagementServe as the primary relationship manager for major fundholders supporting foundations professional advisors and key cultivation and retention efforts for high-capacity donors and institutional The Associated at donor foundation and investment-related meetings and in meetings with investor base to present the Community Funds performance updates to the portfolio and communicate insights coming from the investment committee meetingsOversight Accountability & Innovation Oversee all investment administration activities to ensure accuracy compliance and adherence to donor and monitor internal controls service standards and operating vendor performance and manage relationships with custodians investment managers consultants and service evaluate existing workflows and identify opportunities to streamline processes reduce manual effort and improve the adoption of technology tools and system enhancements that improve efficiency and data Monitoring & ReportingWork collaboratively with the sub-accountant to confirm and reconcile monthly fund with outside vendors to obtain updated investment values for supporting foundation accounts in a timely organized records of all investment reports valuations and related Review &Deposit ManagementReview and authorize outgoing grant disbursements to ensure accuracy proper documentation and alignment with foundation and fund grant expenditures for compliance with restriction requirements and donor intentCollaborate with program staff to resolve discrepancies and ensure proper coding of all grant and approve incoming deposits including contributions investment transfers and other revenue ensuringaccurateaccount coding and relationships withdonorandinvestor basetoassistwiththeirinquiries transaction questions andensuringa high levelof customer degree in Finance Accounting Business Administration or a related of 5-7 years of experience in nonprofit finance community foundation services or investment proficiency in Microsoft Excel including the ability to build audit and maintain complex spreadsheets and financial attention to detail with demonstrated proofreading and quality-control in donor relations client services or a customer-facing financial with investment reporting fund valuations or working with external investment track record of identifying and implementing process written and verbal communication skills with the ability to present complex information salary: $100000; salary commensurate with & Perks:The Associated offers a hybrid work environment that supports professional development and collaboration. We offer a comprehensive benefits package including health insurance (Health Savings Account) 4% 401(k) employer match life insurance Long Term Disability (LTD)Flexible Spending Plan paid parental leave tuition reimbursement holiday pay wellbeing programming and a complimentary membership to the Jewish Community Center. We also make work/life balance a priority by offering generous vacation and sick learn more about what its like to work at The Associated check out our brochure ProcessElectronic submissions are preferred.