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Posted a day ago
Manager of Investment Operations
Freedom Together FoundationManager of Investment Operations
Perks & benefits
Health InsurancePaid Leave
Requirements
Bachelor's degree, 7-10 years investment operations experience, Institutional portfolio experience, Private market knowledge, Google Suite proficiency
Skills
Compliance
About the role
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.
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
- Coordinate data requests from auditors, consultants, and other stakeholders
- Coordinate operational interactions with investment consultants, custodians, and other external service providers
Requirements
- Bachelor's degree
- 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 and Board Reports
- Proficiency with Google Suite
- Strong analytical skills and attention to detail
Benefits
- 100% employer-paid health insurance premiums for employees and families
- Paid time off, including the last week of the year
- 401(k) retirement plan with 12% employer contribution
- Inclusive family building reimbursement plan
- Up to $5,000 annual professional development allowance
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Freedom Together Foundation · New York
