Director of Investments Blog Post

2 weeks ago

Sarasota, United States Allocator Jobs Full time

The Community Foundation of Sarasota County is a public charity founded in 1979 by the Southwest Florida Estate Planning Council as a resource for caring individuals and the causes they support, enabling them to make a charitable impact on the community. Details below.

Reports to: Chief Financial Officer

Purpose:

This position leads the analysis, reporting, operations and communications related to CFSC’s core investment portfolios, individually managed accounts, program related investments (PRI), agency endowments and certain treasury functions. The Director works closely with external third-party investment managers and the CFSC Investment Committee, and reports to the Chief Financial Officer. In collaboration with the Foundation’s leadership team and its Investment Committee, the Director ensures effective administration of the overall investment program. This position is the ‘public face’ of CFSC’s investment team, responsible for a portfolio of institutional and individually managed investment accounts and non-profit agency endowment funds.

Key Responsibilities:

  1. Provide primary daily oversight and administration of investment accounts to ensure proper stewardship of the Foundation’s assets, including review of monthly investment reconciliations for all portfolios.
  2. Work closely with the Controller to monitor investment performance, ensure compliance with the Foundation’s policy guidelines and provide quarterly reporting to the Investment Committee.
  3. Attend quarterly or annual investment manager review meetings, provide feedback and communicate relevant information to CFO and/or Investment Committee.
  4. Regularly analyze investments, monitor capital markets and economic conditions and be able to explain how conditions impact portfolio returns.
  5. Stay current on market trends, the evolving impact investing market, innovative investment options and portfolio management via relevant publications/learning opportunities (locally and nationally). Evaluate, present and recommend ideas, improvements and best practices to CFO and Foundation leadership.
  6. Coordinate activities related to new investment relationships and prepare/coordinate all accounting and audit support related to investments (including fair value measurement) to provide proper due diligence and oversight of the Foundation’s assets.
  7. Source and perform due diligence on new managers, and on-going review of existing managers.
  8. Develop and maintain working relationships with professional advisors, trustee banks, and impact investing borrowers.
  9. Serve as the Finance department’s liaison with the Philanthropy team, including donor communication related to investments, reviewing complex gifts, evaluation of the acceptability of non-cash gifts, charitable gift annuities, lead trusts, etc., and evaluation of any non-standard agreements with donors to mitigate risk to the Foundation.
  10. Interact with donors and professional advisors, as requested, regarding gift, investment, and financial matters to provide excellent service in support of the Foundation’s mission.
  11. In collaboration with the CFO and committee co-chairs, set agendas for quarterly Investment Committee meetings with a focus on ensuring compliance with CFSC’s investment policy.
  12. Coordinate the Investment Committee’s annual review and update of the Foundation’s investment policy statement.
  13. Develop a framework for monitoring, reporting and tracking program-related investments.
  14. When requested, report to the Investment Committee or Board of Directors on summary of impact.
  15. Oversee a portfolio of non-profit agency endowments. Prepare reports or presentations for agency fund review meetings, when requested.
  16. Serve as a member of the Foundation’s employee retirement plan committee with a focus on fund monitoring and overall performance, in order to ensure sound planning for an integral Foundation staff benefit.
  17. Facilitate investment technology and operational improvements to scale team capacity.
  18. Work collaboratively with CFO to implement finance and investment components of key strategic initiatives of the Foundation.
  19. Other duties as assigned, based on business needs.

Qualifications:

  1. Bachelor’s degree in a specialized area of Finance, Accounting, or Investments required.
  2. Professional certification preferred (e.g. CFP, CFA, CPA).
  3. Minimum 10 years professional experience in investment management and a demonstrated ability to clearly present investment portfolio risk/returns and capital market conditions/ outlook.
  4. Experience in the investment or retirement fund/endowment sector, including working with investment consultants, engaging in asset allocation and manager selections, and partnering with legal counsel on matters related to investment manager relationships.
  5. Strong commitment to excellence in strategic, organizational, fiscal and budgetary management.
  6. Demonstrated ability to use financial analysis to generate, evaluate and act on strategic opportunities; ability to support leadership by modeling and forecasting resources needed to achieve strategic goals of the organization.
  7. Demonstrated ability to synthesize complex financial information and ideas into clear, concise, and compelling materials for internal and external stakeholders.
  8. Knowledge of diversified investment vehicles.
  9. Extensive knowledge of financial strategy, trends, reports, accounting processes and systems.
  10. Excellent communication and relationship-building skills; proven success with internal and external stakeholders (nonprofit organizations, donors, staff, board members, etc.).
  11. Proficient with Microsoft Office Suite; advanced skills in EXCEL and PowerPoint. Strong overall technology affinity.
  12. Able to self-support for basic computer and network problems.
#J-18808-Ljbffr

  • Senior Program Director

    2 weeks ago

    Sarasota, United States YMCA of Southwest Florida, Inc. - The SKY Family YMCA Full time

    Serves as an integral member of the branch leadership team and oversees three or more programs within a single branch or two or more locations in multiple branches. Develops, implements, and oversees operating plans to promote quality membership & pr Program Director, Director, Team Leader, Leadership, Program, Senior, Instructor, Business Services

  • Director of Sales

    3 weeks ago

    Sarasota, United States SR COMPANIES LLC Full time

    Job DetailsJob Location Heron House - Sarasota, FL Position Type Full Time Job Category Sales Job Posting Date(s)Start Date 11/21/2024 DescriptionSummary: Responsible for demonstrating and promoting SRIM's core value of the Golden Rule by treating others, including residents, families, and associates, in the same way we would like to be treated by performing...

  • RN Registered Nurse Pre Post Cath Lab

    2 weeks ago

    Sarasota, United States HCA Florida Sarasota Doctors Hospital Full time

    Description IntroductionHCA Florida Sarasota Doctors Hospital is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for RN Registered Nurse CIR Recovery position and spend more time at the bedside with the patient.BenefitsHCA Florida...

  • RN Registered Nurse Pre Post Cath Lab

    2 weeks ago

    Sarasota, United States HCA Florida Sarasota Doctors Hospital Full time

    Description IntroductionHCA Florida Sarasota Doctors Hospital is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for RN Registered Nurse CIR Recovery position and spend more time at the bedside with the patient.BenefitsHCA Florida...

  • Director of Finance and Accounting

    1 month ago

    Sarasota, United States Centerplace Health Inc Full time

    SUMMARY:This position will be responsible for overseeing the general operations of the Accounting Department, with heavy emphasis on the billing department. The Director of Finance and Accounting will work closely with the CFO to develop and implement strategies impacting the financial strength of the organization.ESSENTIAL FUNCTIONS:Provides direction and...

  • Medication Aide

    4 weeks ago

    Sarasota, United States Liana of Sarasota Full time

    Welcome to Distinctive Living, we're seeking a Medication Aide Part Time with Liana SarasotaHere at Distinctive Living, we want our people to realize their full potential. We're passionate about personal and professional growth and will do everything we can to help you flourish. We deeply care about our team-members and partners and strive to provide a...

  • Director of Finance and Accounting

    2 months ago

    Sarasota, United States Centerplace Health Inc Full time

    SUMMARY:Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.This position will be responsible for overseeing the general operations of the Accounting Department, with heavy emphasis on the billing department. The Director of Finance and Accounting will work closely with the CFO to develop and...

  • Staff Accountant

    4 weeks ago

    Sarasota, United States BOYS & GIRLS CLUB OF SARASOTA AND DESOTO COUNTIES INC Full time

    Job DetailsJob Location Administration - Sarasota, FL Position Type Part Time Education Level 4 Year Degree Salary Range $23.00 - $28.00 Hourly Travel Percentage None Job Shift Day Job Category Accounting DescriptionEmployee Benefits:100% Employer- paid tele-health. Club Membership at locations in Sarasota, Venice, North Port and Arcadia is included for...

  • Medical Director

    1 week ago

    Sarasota, Florida, United States Optigy Group Full time

    About UsAt Optigy Group, we are committed to delivering exceptional patient care and creating a supportive environment for our healthcare professionals. Our focus is on improving the lives of our patients and fostering a sense of community within our clinics.Compensation and BenefitsWe offer competitive compensation packages that exceed industry standards....

  • Lifeguard

    2 months ago

    Sarasota, United States YMCA of Southwest Florida, Inc. - The SKY Family YMCA Full time

    Under the direction of the Aquatics Coordinator/ Director and in accordance with the policies of the YMCA of Southwest Florida, the lifeguard will be responsible for the ensuring the safety of all participants in or around the YMCA pool. ESSENTIAL FU Lifeguard, Instructor, Training, Director, Staff

  • General Manager

    2 months ago

    Sarasota, United States Castle Group Full time

    Overview: Under general supervision and in association with the Board of Directors, the General Manager plans, directs, recommends, and implements policies and procedures to ensure the services required to maintain the common elements of the Association are provided in a first-class manner and in accordance with community rules and regulations. Condo on the...

  • General Manager

    7 days ago

    Sarasota, United States Castle Group Full time

    Overview: Under general supervision and in association with the Board of Directors, the General Manager plans, directs, recommends, and implements policies and procedures to ensure the services required to maintain the common elements of the Association are provided in a first-class manner and in accordance with community rules and regulations. Condo on the...

  • PRN SLP Home Health

    3 weeks ago

    Sarasota, United States HCA Full time

    Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) PRN SLP Home Health with HCA Florida Healthcare at Home you can be a part of an organization that is devoted to giving back! Benefits HCA Florida Healthcare at Home, offers a total rewards package that supports the...

  • Primary Care Medical Director

    3 days ago

    Sarasota, Florida, United States Healthcare Resources Group of GA, LLC Full time

    Job OverviewWe are seeking an experienced Nurse Practitioner or Physician Assistant to join our Primary Care team in Florida.About the RoleThis is a full-time opportunity for a skilled healthcare professional to provide high-quality patient care in an outpatient setting. The ideal candidate will have experience working in Internal Medicine/Primary Care and...

  • School Accountant

    2 months ago

    Sarasota, United States Diocese of Venice Full time

    Job Title: School Accountant, Full-time Reporting to: Principal Location: St. Martha Catholic School | Sarasota, FL Classification: Salaried/Exempt Overview The School Accountant supports the Finance Manager and Principal and is responsible for the overall accounting operations for the school. Job Responsibilities Maintains accuracy of all financial files...

  • PRN SLP Home Health

    4 months ago

    Sarasota, United States HCA Florida Healthcare at Home Full time

    Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) PRN SLP Home Health with HCA Florida Healthcare at Home you can be a part of an organization that is devoted to giving back! Benefits HCA Florida Healthcare at Home, offers a total rewards package that supports the health,...

  • Cardiac Catheterization Registered Nurse

    1 week ago

    Sarasota, Florida, United States HCA Florida Sarasota Doctors Hospital Full time

    HCA Florida Sarasota Doctors Hospital is a top-ranked hospital in Sarasota County, offering resort-style treatment to patients. As a Cardiac Catheterization Registered Nurse, you will be part of our exceptional team that delivers high-quality care to patients undergoing cardiac procedures.Job SummaryWe are seeking an experienced RN to join our Cardiac...

  • Office Manager

    1 month ago

    Sarasota, United States The Kidz Club Full time

    Join our team of passionate pediatric healthcare professionals empowering Kidz to be kids through PPEC daily skilled nursing! The Office Manager is responsible for the full spectrum operations of the front office such as customer service, daily auditing, answering phones, family correspondence, assisting the Site Director of Nursing(s) and Charge Nurse(s)...

  • Orientation and Mobility Specialist

    1 week ago

    Sarasota, United States Lighthouse of Manasota Full time

    LIGHTHOUSE VISION LOSS EDUCATION CENTER JOB DESCRIPTION ORIENTATION AND MOBILITY INSTRUCTOR Job Summary The Orientation and Mobility Instructor is responsible for the planning and delivery of individualized instruction in orientation and mobility for blind and visually impaired clients. Essential Functions Conduct home-based pre-assessments of clients...

  • Account Executive

    6 months ago

    Sarasota, United States LHC Group Full time

    We are hiring for an Account Executive.   At Mederi Caretenders, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it: for the whole patient, their families, each other, and the communities we serve—it truly is all about helping people. You can find a home for your career...