Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
The Freedom Together Foundation seeks a Manager of Investment Operations to manage the operational infrastructure supporting the Foundation’s investment portfolio. This role oversees investment transactions, documentation, reporting processes, compliance activities, and data management systems, ensuring accuracy and efficiency.
Responsibilities
- Manage daily, weekly, monthly, and quarterly cash management activities
- Coordinate capital calls, distributions, subscriptions, and redemptions
- Facilitate payment of management fees and partnership expenses
- Maintain investment transaction records and supporting documentation
- Reconcile investment activity with custodians and service providers
- Manage account opening and closing processes
- Maintain legal documentation and investment records
- Coordinate investor questionnaires, tax forms, and compliance-related filings
- Support annual audits and regulatory reporting requirements
- Maintain appropriate controls surrounding investment transactions and wire activity
- Oversee investment data management systems and reporting processes
- Ensure accuracy and completeness of portfolio information
- Coordinate data requests from auditors, consultants, and other stakeholders
- Identify opportunities to improve operational efficiency and reporting capabilities
- Coordinate operational interactions with investment consultants, custodians, consultants, and other external service providers
- Monitor service quality and operational effectiveness
- Assist in evaluating operational vendors and technology solutions
Requirements
- Bachelors degree required
- 7-10 years of investment operations experience
- Experience supporting institutional portfolios
- Knowledge of private market operations, custodians, and accounting
- Experience preparing documents for Investment Committee meetings & Board Reports
- Must be detailed oriented and have strong analytical skills
- High level of emotional intelligence, discretion, sound judgment, and low ego
- Comfort with ambiguity and a track record of entrepreneurial, adaptive approaches to complex problems
- A “no task too small” mindset, with humility, initiative, and a collaborative spirit
- A curious, proactive learner who brings positivity and resilience to changing circumstances
- Proficient with Google Suite and able to learn other programs to support the work
- A strong alignment with the foundation’s mission and values
- Enthusiasm to build a culture rooted in shared values that supports staff to bring their best selves to the work
Skills
- Google Suite proficiency
Location
- NYC
Work Type
- Hybrid
- Full-time
Experience Level
- 7-10 years of investment operations experience
Education Level
- Bachelors degree
Salary/Compensations
- $165,000 to $180,000
Benefits
- Health insurance (with 100% of the premiums paid for employees, spouses, domestic partners, and qualified family members)
- Paid time off (including last week of the year)
- 401(k) retirement plan with 12% employer contribution
- Access to an inclusive family building reimbursement plan
- Up to $5,000 annually for professional development
- Ability to recommend an annual grant to the nonprofit of your choice
About the Company
- The Freedom Together Foundation’s mission is to support people who have been denied power to build it, so they can change unjust systems and create a more democratic, inclusive, and sustainable society.
- We are committed to advancing deep, systemic change by supporting movements, leaders, and organizations working for justice across the country.
Equal Opportunity
- We believe that diversity is critical to our mission, and we value an inclusive culture.
- We strongly encourage applications from people with lived experiences related to our programs and applications from people of color, persons with disabilities, women, and LGBTQ+ individuals.
- The Freedom Together Foundation is an equal opportunity employer; we do not discriminate in employment based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, gender or gender identity, age or sexual orientation.