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DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $40 billion in grants to more than 270,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
The Manager of Investment Oversight is responsible for the oversight and reporting of DAFgiving360’s investment portfolio and providing their subject matter expertise to both team members and partner groups to resolve complicated data discrepancies and oversight issues. This role is also responsible for leading//creating quarterly presentations for reporting to the Board of Directors, quarterly data collection and analysis for programs (e.g., Core, Professional Managed Accounts, Alternative Investments), leading investment compliance and performance reporting processes (e.g., monitoring, analysis, remediation), and the annual review/analysis of illiquid investments performance and trends. This individual works collaboratively with our partners to implement successful migration and enhanced reporting in new systems, supports third party vendor workstreams to ensure migration of reporting/analytics, while also working to identify, propose and implement investment oversight process, procedure, and policy improvements. In addition, this individual leads / coordinates and processes the execution of securities trading, including communicating with Investment Advisor and internal partners to manage risk and achieve the best execution with no trading losses.
Key Responsibilities for this role include:
Building Collaborative Relationships – ability to develop, maintain and strengthen partnerships with others. Works cooperatively with a diverse group of people across levels/functions to accomplish objectives, build partnerships, leverage information, and achieve results. Works with others to share information.
Business Acumen – ability to perform with insight, acuteness, and intelligence in the areas of industry. Knows what we do and how we do it, up to date with business news. Aware of developments in the sector, thinks about implications. Engages in cross-functional dialogue and decision-making. Understands the importance of customer satisfaction.
Analytical Thinking – approaching a problem by using a logical, systematic, sequential approach. Breaks down complex tasks into component parts and considers each part in detail. Notices discrepancies and inconsistencies in available information. Weighs the cost, benefits, risks, and chances for success in making a decision.
What you haveRequired Qualifications:
Bachelor’s degree in accounting, finance or related experience5+ years of professional experience in investment oversight / monitoring, data analysis and/or reporting within the financial services industryProficiency in Microsoft Suite, particularly Excel and PowerPointPreferred Qualifications:
Demonstrated knowledge of investment management processes, performance, and risk managementProject Management Skills (e.g., attention to detail, task management, prioritization, delegation, task separation).Ability to effectively present information accurately and confidently to a wide variety of audiences, both in written and oral formIn addition to a base salary, this role is also eligible for bonus or incentive opportunities.
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