Investment Account Manager

We believe in the mission of our work. We believe that together, we are able to accomplish something life-changing, both for ourselves and for those around us. The Associated strives to find the most talented and dedicated individuals. We are committed to helping our professionals reach their highest potential. Ready for a change? Discover where vision, creativity, and talent come together.

Investment Account Manager

The Associated Jewish Community Federation of Baltimore manages an extensive investment program for itself, its agencies and other not-for-profits.  We are in search of an Investment Account Manager who will be responsible for: collecting, compiling and reporting on the investment management accounts used for endowment and supporting foundation assets; aid in customer service for supporting foundation and donor advised fund clients; oversee data and information collection and dissemination; prepare financial reports for internal and external users; and other tasks as deemed necessary. 

Responsibilities include, but are not limited to:

• Work closely with the Vice President of Investments to collect, compile and monitor investment account statements from assets held for The Associated, its supporting foundation and donor advised fund program
• Create financial statement for assigned foundation clients
• Work with outside auditors and tax preparers to support the annual audit and Form 990 preparation
• Provide customer support services to donor families and supporting foundation clients invested with the Associated, including attending board meetings to present financials
• Conform with and abide by all regulations, policies, work procedures and instructions; and
• Other duties or tasks as the supervisor may deem necessary.

Skills/Requirements:

• College degree in Finance or Economics
• 5+ years of experience in Financial services industry

• Ability to maintain confidentially
• Needs to be receptive to and accepting guidance from others
• Ability to deal with difficult people and problems
• Able to work well in a team environment
• Able to work in a diverse group of people
• Intermediate level of proficiency in Microsoft Office programs

Compensation & Benefits

Salary Range:  $70,000-$78,000, commensurate with experience.

Application Process – Electronic submissions are preferred.

Benefit & Perks: The Associated offers a comprehensive benefits package, including health insurance (Health Savings Account), 401(k) employer match, life insurance, Long Term Disability (LTD), Flexible Spending Plan, paid parental leave, holiday pay, tuition reimbursement, wellbeing programming, and a complimentary membership to the Jewish Community Center. We also make work/life balance a priority by offering generous vacation and sick time. 

This job ad is not intended to be all-inclusive, but to describe the general nature and level of work to be performed.

The Associated is proud to be an equal opportunity employer. In keeping with our Jewish values, The Associated supports a thriving Baltimore that celebrates diversity and appreciates the unique combination of gender, race, age, religion and ethnicity, sexual orientation, intellectual and physical disabilities, and special qualities that each resident adds to the fabric of life in Baltimore.  We welcome everyone interested in our mission to join us. If you require accommodations, please contact us, and we will make every effort to meet your needs.

The Associated: Jewish Community Federation of Baltimore and its Agencies are equal opportunity employers, dedicated to a policy of non-discrimination in employment on the basis of race, religion, color, sex, sexual orientation, gender identity or expression, national origin, age, marital status, citizenship, veteran's status, physical or mental disability that does not prohibit the performance of essential job functions (with or without reasonable accommodation) or any other basis protected by federal, or applicable, state or local law.