Foundation Investment Operations Manager @ Jewish Federation of South Palm Beach County

Foundation Investment Operations Manager

The Jewish Federation of South Palm Beach County is currently seeking a Foundation Investment Operations Manager. This position will ensure that the monthly investment returns are applied to asset allocation buckets and funds; and manages the Foundation’s Donor Advised Fund (DAF) program. This position also staffs the Foundation’s Investment Committee and serves as a resource to the Federation’s Finance Committee (as needed).

Required Educations & Experience:
-Bachelor’s degree in finance, accounting, economics or related field, MBA preferred
-3+ years of investment/asset management or relevant financial services experience
-In depth knowledge of investments/asset management, financial metrics and statistics
-Strong analytical, research and communications skills
-Familiarity with laws regulating financial investments as well as ethical issues
-Strong comfort level with database and accounting software as well as mobile applications
-Understanding of Non Profit, Charitable Foundations and/or Planned Giving Vehicles preferred
-Knowledge of the structure and customs of the Jewish community a plus

Application Instructions

Applicants apply directly to Employer.
Please submit your resume to:
[email protected]

Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, medical, vision, dental, 401(k) or 403(b) plans, Life Insurance, Paid Holidays
  • Preferred Experience: Managerial (3-5 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2021-05-03
  • Times this job has been viewed: 256 times
  • Job is posted for: 60 days
  • Job Categories: Accounting & Finance
  • Organization Type: Federation, Foundations
Job Location
Jewish Federation of South Palm Beach County
9901 Donna Klein Blvd.
Boca Raton , Florida 33428


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