Monitor and facilitate the organization's investment portfolios including cash equivalents, equities, fixed income, real assets, and alternative investments
Serve as key liaison between internal departments and external advisors (including Outsourced Chief Investment Officer) and board subcommittees
Ensure compliance with internal policies and regulatory requirements related to investments
Ensure financial reporting accuracy and assist/support accounting teams to ensure accurate recording of investment transactions and balances
Monitor external advisors through maintaining advisor relationships and providing insight on economic trends
Serve as internal subject matter expert on investments
Design, enhance, and integrate financial data management and visualization tools to support investment oversight and reporting
Requirements
Master's Degree in Accounting or Finance and 3-5 years' experience in Accounting or Investment experience
OR Bachelor's Degree in Accounting or Finance and 5-7 years' experience in Accounting or Investment experience
CPA preferred
Must be willing to receive seasonal influenza vaccine (condition of employment)
New employees must be willing to be vaccinated if found non-immune to measles, mumps, rubella (MMR) and chicken pox (varicella) and/or without evidence of Tdap vaccination since 2005; medical and religious exemptions can be discussed with HR
Must supply immunization records if selected
Drug screen will be performed upon hire
Criminal background investigation and references required