Fund Raiser Ii Job Description Sample
Children's Fund - Intern II
Job Title/Classification: Children's Fund Intern/Fellow II
Pay Rate: $16-$22 per hour
Part Time Position – Approximately 4-6 months
Location: 1 Davis Drive, Belmont Ca 94002
The Children's Fund of San Mateo County is seeking a Part-Time/Temporary Intern/Fellow II, to assist us through our summer "Backpacks for Kids" program. Each year over 1,000 backpacks filled with school supplies are distributed to low income/foster youth living in San Mateo County. This is a fun, fast paced, hands on position that requires dedication and flexibility to the job. Position will require some travel on an as needed basis.
NOTE: This is an extra-help, at-will assignment, paid on an hourly basis. Examples Of Duties
Must be able to drive a county cargo van to pick up donations at various locations throughout the county.
Manage scheduling with donors and establish good working relationships with both internal and external staff
Conduct outreach to solicit donations
Data entry and inventory tracking in Microsoft excel
Assist with lifting/ moving items in our warehouse
Sorting through items donated and tracking incoming donations
Assist with coordinating volunteer events
Some minimal administrative office work
Must have a valid driver's license
Must be at least 18 years of age
Able to lift more than 15lbs
Experience with Microsoft programs
Good communication skills
Must be able to work independently and manage multiple task at once
Must be willing to work some weekends/evenings if needed
Attention to detail and focused
How to Apply:
Please submit an online application with a copy of your resume.
IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply Online" button above or below. If you are not on the County's website, please go to http://jobs.smcgov.org/ to apply.
At the County of San Mateo, we take pride in the way our employees bring together their diverse backgrounds, experiences, and perspectives to serve our community's needs. The County is an Equal Employment Opportunity Employer.
Planned Giving Specialist, Donor Advised Fund
Job Title: Planned Giving Specialist, Donor Advised Fund
Area: Planned Giving
Reports to: Manager of Gift Planning
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
Rotary's Commitment to Diversity
As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
The Rotary Foundation Planned Giving Team is looking for a Specialist who will lead the team's overall communications and mass marketing efforts, as well as, oversee individual donor communication strategies. Strong writing skills are required with some experience in the world of finance, be it banking, investments or other non-profit Fund Development work. Hosting webinars, designing PowerPoints, managing website content, and writing newsletters are all valuable skills.
This position will also be the go-to-team member for the Director, who manages multiple strategic projects, trustee items, travel and high-value gift proposals.
College degree required.
Knowledge and Skills
Proven ability in oral and written communications.
Ability to interact with high-level donors and volunteers.
Self-motivated and must be able to manage multiple projects and tasks.
Attention to detail.
Ability to work independently.
Serve as the primary customer service representative for The Rotary Foundation Donor Advised Fund account advisors (approximately 800+).
Serve as the primary internal contact for the Donor Advised Fund, including cross-division areas such as public relations, corporate reporting, investments, accounting, training and stewardship.
Day-to-day administrator of the Donor Advised Fund, including new account system entry, correspondence, tracking, promotional material design and preparation, fund transfers and grant monitoring.
Monitor financial transactions and transfers of funds, including the supervision of grant processing.
Monitor the progress of, update and execute the Donor Advised Fund marketing plan.
Draft quarterly communications and other group mailings to DAF account advisers.
Coordinate the production and mailing of the planned giving newsletter, Visions, annual Donor Advised Fund editions, and manage responses and requests for information.
Prepare, update and maintain PowerPoint (or other medium) presentations on the Donor Advised Fund for multiple and varied purposes.
Coordinate publication and production of Donor Advised Fund brochures, web site pages and advertisements in conjunction with the Donor Relations Department.
At the direction of the Manager of Gift Planning, update and maintain DAF literature based upon changes in the law, Trustee policy, etc.
Coordinate the preparation of Trustee items and committee materials related to the Donor Advised Fund, as needed.
Maintain records of Donor Advised Fund growth, activity and prospects, including recording actions in Raiser's Edge on a regular basis.
Provide phone coverage for Planned Giving section as needed.
Prepare and present training materials on the Donor Advised Fund to Gift Officers and Rotary volunteers.
Research national and international issues of Donor Advised Fund account operation, as requested.
Serve as the initial contact for Rotarians interested in establishing new DAF accounts.
Other duties as assigned.
2-3 years of fundraising experience.
Specialized knowledge of Donor Advised Funds strongly preferred.
Exposure to the tax economics of charitable giving and estate planning preferred.
Prepare and submit expense reports as needed. Prepare initial draft of DAF budget for Manager's approval.
Fund Development staff, Corporate Reporting, Finance, Media (web), Public Relations, Accounts Payable and Receivable and Computer Support.
Regular contact with major and planned gift donors, Donor Advised Fund account advisors, major and planned gift donors, Rotary leadership and membership, and outside banking and vendors specifically related to the Donor Advised Fund.
Computer competency with all Microsoft Windows software, database management, and Raiser's Edge.
Annual Fund Strategist
The Annual Fund Strategist will provide leadership for support of the fundraising efforts of LSS through oversight of the annual fund and the internal systems, policies and procedures related to all fundraising. Reporting directly to the Vice President of Fund Raising, the critical role of the Annual Fund Strategist is to establish a clear action plan, goals, priorities and accountabilities to expand the base of supporters and increase revenue. The Annual Fund Strategist will operate in coordination with the overall development program of the Foundation in keeping with its mission and in compliance with its policies and guidelines.
Essential Duties and responsibilities:
This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
Develop and lead a multi-channel annual gifts program, focus on upgrading existing donors, and increasing average gift amounts to build the base of donors with the goal of retaining an increasing number of regular supporters and constructing a broader and more generous Major Gifts pipeline. This role will manage the overall function of this program while working collaboratively within the organization to retain donors from all income generating areas and build the Major Gifts pipeline.
Responsible for planning and implementing monthly appeals across multiple platforms (direct mail, email, online) with a high degree of customization and emotional appeal.
Cultivate and manage upgrades from Direct Mail and convert to major donors across the organization through personalized solicitations.
Ensure donor stewardship and prospect experience is protected, and that donors are recognized and acknowledged timely and appropriately.
Work closely with team to identify, research, analyze, develop fundraising strategies and build Major Giving pipeline.
Through strategic analysis, stewardship, and team work, retain donors from other revenue streams and convert event attendees and episodic donors to annual donors.
Identify, evaluate and recommend current and potential major gift prospects and assess their ability to financially support the Foundation and LSS ministry initiatives. Provide research and analysis of biographical, philanthropic, professional and financial information of donors and prospects. Prepare qualified lists and written profiles to support the cultivation of individuals.
Identify a mid-level donor group, and create a strategy for engagement for upgrade potential.
Establish systems, processes and procedures to best manage and track donor upgrades, as well as data cleansing, data entry and prospect research.
Serve as an active prospect identifier, targeting prospects for personal visits and moving annual donors through the donor pyramid into the next giving level. Make creative connections between and among people, events, programs, and their associated circles through things such as donor clubs and other opportunities for challenges and matching gifts.
Work with Marketing to create donor-centric campaigns from end-to-end including design, mail house, on-line and acknowledgement processes, as well as the development of newsletter stories.
Oversee budgets, progress, deadlines, goals and objectives related to annual giving Position Requirements.
Create timely department gift reports for monthly analysis and reporting to the Board of Directors.
Other duties as assigned.
Flex Spending for Dependent & Health Care
Paid Time Off
10 Paid Holidays
Ability to Contribute to 403B
Employee Assistance Program
Service Awards and Recognition
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree in related field is required. A minimum of 5 years' of related experience; experience working in nonprofit fund raising preferred. Experience doing in depth prospect research for potential 5 and 6 figure gifts is a plus. Prior campaign and annual fund experience is strongly preferred. Supervisory experience is also preferred.
A passion for human services is required.
Demonstrated ability to employ solutions-based analysis of existing systems and structures and to improve or streamline for greater efficiency and productivity.
Experience and demonstrated success in strategic fundraising, planning and implementation. Able to see the full picture and translate it into actionable fundraising strategies.
Extensive hands-on experience with Raiser's Edge, Excel and Contact Management Systems; experience with the use of data mining and analysis tools such as Crystal Reports a plus.
Use of database technologies, including coding structures, moves management, reports, data analysis and modeling.
Strong customer focus and ability to build customer centric relationships. Ability to relate openly and comfortably with diverse groups of people, and build networks inside and outside of the organization.
Willingness to take on new challenges with a sense of urgency and enthusiasm, while also able to rebound quickly from setbacks and adversity.
Excellent interpersonal, oral and written communication and organizational skills.
Able to persuade others and use compelling arguments to gain the support and commitment of others.
CERTIFICATES, LICENSES, REGISTRATIONS:
The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.
Effective and efficient verbal and written communication skills are required.
Working knowledge of computers to allow employee to access computer systems and applications to complete timecards, read and respond to email, and complete required on-line training.
TRAVEL: Ability to travel on day trips as required up to 20%. Some overnight travel may be required.
LSS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other characteristic protected by federal, state or local law.
Fund Accountant, Alternative Investment Funds
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accountant, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds.
What you'll do:
Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages.
As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations.
You will correspond with external investment managers regarding day-to-day fund inquiries including fee payments, cash position breaks, and reconciliations. Client engagement and a dedication to quality service is a must for success.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What you bring to the table:
- BA / BS in Accounting, Finance, Economics, Mathematics or equivalent work experience.
Internship experience preferred.
Intermediate skills in Microsoft Excel.
The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with internal clients and your clients.
Attributes we value:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
SEI is an Equal Opportunity Employer and so much more…
After 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Mutual Fund Research Analyst
Security Benefit (SB), a leader in the retirement saving and income solutions market, seeks a Mutual Fund Research Analyst. Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides annuities and retirement programs. As an industry leader in service technology, our affiliates offer business processing and broker/dealer solutions tailored to the retail retirement marketplace.
As Mutual Fund Research Analyst will develop and manage relationships with investment managers, analyze and select quality investment managers for Security Benefit's lines of business products and platforms, and serve as a subject matter expert relating to the investment managers and investment options to associates supporting Security Benefit's efforts.
Serve as the team lead on the design, maintenance and oversight of our overall manager due diligence process.
Serve as the subject matter expert for the manager due diligence process
Work with business development, product development and sales/marketing groups to determine investment option enhancements for Security Benefit products/platforms
Develop the knowledge and analytical skills of team for investment decision-making by leading the quantitative and qualitative analysis of investment managers
Write research reports and communicate investment processes and strategies of investment managers
Perform competitive analysis of competitors' investment options offerings
Respond to basic and complex questions relating to the selection process, performance, investment options, and integration of new investment options in products/platforms
Create training materials and conduct training with sales team and other associates
Work closely with business development and sales teams to coordinate sales activities involving investment managers
Handle the overall relationship with investment managers
5+ years of financial services industry experience and 3+ years of fund manager due diligence experience
Knowledge of investment analysis and relationship management
Possess strong knowledge of mutual funds, variable annuities and other investment vehicles
Knowledgeable about new investment concepts and market developments
Has the stature and experience needed to handle the largest and/or most complex relationships
Strong analytic, influencing, negotiation, critical thinking and problem-solving skills.
Strong attention to detail
Advanced knowledge of manager due diligence tools (e.g., Morningstar Direct)
Advanced Microsoft Excel spreadsheet skills
Ability to assess and manage risk
CIMA or CFA designation (or actively pursuing) is desirable
Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at http://www.securitybenefit.com to complete the online application and submit your resume. EOE
Asset Management, Private Equity Middle Office, Fund Accountant, Associate [New York]
Asset Management, Private Equity Middle Office, Fund Accountant, Associate [New York]
Req #: 190019357
Location: New York, NY, US
Job Category: Asset Management
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
The Private Equity Operations (PE Ops) group is responsible for oversight of the accounting and financial statement reporting functions for the JP Morgan Asset Management Private Equity Funds. The role will be tasked with ensuring the group's accounting and reporting functions are operating efficiently by working closely with members of the PE Ops team and the business to ensure deadlines and deliverables are met.
Review of quarterly and annual financial statements (and footnotes).
Vendor management (fund administrator, custodian, auditor, etc.)
Budget/accrual analysis and invoice payments.
Review of trial balances, management fees calculations, and carried interest calculations.
Review of monthly capital activity in the internal accounting system.
Assisting in the management of the annual audit process.
Assisting the business unit (and the fund administrator and custodian) in new Fund launches and other account infrastructure initiatives.
Participate in technology initiatives
Ad hoc requests and projects.
Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization.
A strong understanding of Private Equity financial statements and related disclosures.
Strong problem solving, analytical, and decision making abilities.
Ability to multi-task and prioritize work in a deadline oriented environment.
Ability to think about processes and impacts in a non-linear fashion.
Detail oriented including strong documentation skills.
Desire to "roll up your sleeves" and work independently and as a team player.
Ability to adapt to a rapidly changing business and technical environment.
Proficient in Microsoft Excel/Word and Accounting systems.
Bachelor's Degree in Accounting, Business Administration, or Finance.
At least 5 - 8 years of previous Private Equity accounting experience from a fund, fund administrator, or other relevant financial services experience.
Strong experience in Private Equity accounting practices, management fee calculations, waterfall calculations, etc.
Self motivated and proactive with the ability to work independently as well as be able to effectively work on a team.
CPA / CFA, preferred
Analyst, Fund Accountant
PineBridge is a growing organization, specifically in Alternative Investments, with recent fund launches/closes in the past 12 months. We are currently seeking an Analyst - Fund Accountant in Finance to join our growing Private Funds Group ("PFG").
Responsibilities include, but are not limited to:
Supporting the Controller in oversight of the Private Funds Group
Finance responsibility for 20+ Private Equity Funds of Funds
Validating the NAV for the Funds prepared by the fund administrator
During quarterly valuation process will be responsible for executing practical expedient (AU 332 reviews)
Preparing quarterly fund financial statements
Coordinating with auditors during annual audit
Funding capital calls from GP and LP investors
Providing distributions to GP and LP investors
Preparing and monitoring Fund expenses and vendor payments
Review fund management fee calculations
Providing RFP and new deal support
Perform Operational Due Diligence for new investments
Preparing and analyzing budgets, forecasts, and run rates
Working on ad hoc projects
Bachelors or Master's Degree in Accounting
1-3 years of experience in private equity space (mix of public accounting and private experience preferred)
Excellent attention to detail with a sense of urgency and follow-through
Strong ability to prioritize, multi-task and meet tight deadlines
Ability to work independently and in a team environment
Maturity to support and interact with various portfolio managers and investment teams
Proficient in Microsoft Excel and Word
Lead Analyst, Fund Admin
Fund Administration - IC3 Performs a variety of fund administration activities for funds with complex portfolio assets and transactions. Responsibilities include expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance.
Provide input into methodologies. Calculates daily fund position and cash reconciliations for complex funds.
Reviews work of more junior colleagues and resolves escalated discrepancies.
Provides input into methodologies and checks the work of more junior team members. Reports and analyzes fund revenues, expenses, profitability and other key metrics for complex funds. Works extensively with clients to communicate fund expense and performance information regarding complex funds, and answers questions about funds.
Reviews fund data and monitors fund compliance with all regulatory, BNY Mellon and client specifications. Contributes and provides recommendations in developing process changes to better ensure fund compliance. May serve as lead in working with internal and external auditors to provide requested information of greater complexity.
Analyzes fund performance data and leads team in preparing it for inclusion in Board of Directors report materials. No direct reports. Provides guidance to less experienced team members as needed.
Contributes to the achievement of team objectives Qualifications Bachelors degree in accounting or the equivalent combination of education and experience is required. CPA preferred. 5-7 years of total work experience preferred. Experience in accounting or fund administration preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-King of Prussia
Internal Jobcode: 70483
Job: Asset Servicing
Organization: Glb Fund Accnt & Fund Admin-HR13984
Requisition Number: 1905976
Senior Associate, Mutual Fund Tax
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic team within a collaborative, future forward environment at one of the world's top tax firms. Be surrounded by deep tax knowledge and equipped with the latest in cutting-edge tax technologies. And join an extensive network of functional, industry, legislative and technical specialists with access to our Ignition Centers, where technology innovation accelerates. We welcome people with a passion for tax, a spirit for new thinking, and a commitment to providing outstanding client service today, and tomorrow.
KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.
Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review Regulated Investment Company fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps; prepare income and capital estimates of RIC distributions
Review work papers and other documents to support client deliverables
Review disclosures included in semi-annual financial statements
Review quarterly and annual IRC asset compliance testing
Participate in technical training to develop skills
Develop investment tax and other accounting skills
A minimum of three years of experience of mutual fund tax
BS/BA degree in accounting/finance or equivalent work experience
Understanding of accounting and tax concepts, practices, and procedures is required
Strong client service skills, team attitude and attention to detail
Ability to understand financial statements and fund accounting reports and spreadsheets
Proficient in Microsoft Excel and Word
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
Fund Change Specialist
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth.
The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at firstname.lastname@example.org for more information about doing business with Prudential.Account/Relationship management
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