Case Western Reserve University Cleveland , OH 44114
Posted 1 week ago
Job Description
POSITION OBJECTIVE
The Executive Director of Endowment and Restricted Funds is responsible for all custodial, record keeping, investment review, stewardship, reporting and management of board-designated, endowment, and other restricted funds.
ESSENTIAL FUNCTIONS
NONESSENTIAL FUNCTIONS
CONTACTS
Department: Contact as needed with the chief financial officer, controller, treasurer, chief investment officer, vice president for financial planning to maintain workflow.
University: Contact with board committees, president, provost, deans, business officers, general counsel office, senior vice president for development, senior vice president for administration, and vice president for communication to exchange information.
External: Contact with donors, custodial banks, attorneys, accountants, foundations, agencies, corporations, etc. to exchange information.
Students: Little or no contact with students.
SUPERVISORY RESPONSIBILITY
Directly supervising 1 FTE. Indirectly supervising fund managers of over 3,000 restricted funds.
QUALIFICATIONS
Experience: 10 to 15 years progressive experience in restricted funds management, investment and compliance.
Education/Certification: Bachelor's degree required, preferably in business; advanced degree in business or law strongly preferred.
REQUIRED SKILLS
Thorough understanding of all estate planning (wills, trusts) and inter vivos gift agreements terms and their ramifications (business law).
Experience in investment and treasury management, such as portfolio management, asset allocation and liability matched returns.
Document management related to restricted funds.
Board governance activities supporting restricted funds.
UPMIFA and other legal obligations related to restricted funds. Accounting classifications, transactions, and reporting requirements for restricted funds. Long range financial forecasting.
Expertise in accounting, treasury, investment, forecasting, legislative/ legal, document imaging/ management system, ERP (PeopleSoft preferred).
Ability to meet consistent attendance.
Ability to interact with colleagues, supervisors, and customers face to face.
WORKING CONDITIONS
General office environment. Not eligible for hybrid work arrangement.
Diversity Statement
In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.
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Reasonable Accommodations
Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
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Case Western Reserve University