What are the responsibilities and job description for the Vice President for Investment & Real Estate Services position at Greater Manhattan Community Foundation?
Company Description
The Greater Manhattan Community Foundation is dedicated to building relationships between donors and community needs to create meaningful impact. By fostering lasting partnerships, the foundation ensures that philanthropic efforts align with community priorities, driving positive change. Located in Manhattan, KS, the organization serves as a trusted resource for philanthropy, promoting collaboration and connection among stakeholders. The foundation is committed to supporting long-term community growth and development.
The Vice President for Investment and Real Estate Services works to build relationships between donors and community needs, in the effort to enhance quality of life through philanthropic giving. The Vice President works under the direction and supervision of the President & CEO of the Greater Manhattan Community Foundation.
Responsibilities
Financial Management
- Develop and maintain strong relationships with professional advisors to monitor assets and enhance growth.
- Oversee all investment communications and services to monitor and report on performance and compliance efficiency.
- Ensure fund agreements and investment managers are compliant with the wishes of fund holders.
- Ensure all investment services are in compliance (i.e. by-laws, policies, agreements).
- Maintain accurate donor records to ensure coordination of organizational relationships.
- Maintain and report investment performance and holdings from both outside advisors and our pooled fund manager on a quarterly basis for both the Executive Committee and the Investment Committee of GMCF.
Philanthropy
- Develop an understanding of impact investing strategies.
- Demonstrate and maintain a knowledge of philanthropy and be known as a philanthropic resource.
- Develop long-term relationships with existing and potential financial advisors to enhance investment services.
- Focus on asset development, charitable planning, and investment services.
Outreach
- Be active and involved in the GMCF community for the purpose of identifying investors and funding needs.
- Communicate effectively and regularly with potential advisors, funders, fund holders and grantees.
- Engage actively in community outreach through meetings, presentations and publications.
- Assist with the relationship building of financial advisors, nonprofit organizations, and identified peers.
- Serve and support affiliate and Supporting Organizations for their growth and impact.
Relationship with staff
- Work collaboratively with staff and Executive Board to achieve goals and objectives as outlined in Strategic Plan.
- Oversee investment communications efforts in conjunction with marketing team.
- Provide overall direction, coordination and evaluation of investment and real estate services.
- Maintain confidentiality.
Required Qualifications
- Understanding of charitable giving vehicles and philanthropic planning strategies.
- Demonstrated leadership skills (i.e. good listener, relationship builder, with service mentality).
- Exceptional oral and written communication skills with the ability to generate actionable insights.
- Proven ability to build relationships and work effectively with grant-seekers, board members, and donors.
- Strong computer literacy skills, including word processing, spreadsheets, data and presentation applications.
- Detailed oriented, highly organized, and works well with others.
- Ability to manage multiple strategic priorities with accuracy and accountability.
- Bachelor's degree in a business-related field.
- Strong knowledge of investment principles and experience working with investment funds and investment fund accounting.
- Valid driver’s license and willingness to travel locally and regionally.
Preferred Qualifications
- Familiarity with the individuals, businesses and non-profit organizations in the community and region.
- Familiarity with investment reports (i.e. Morningstar report).
- Work experience with CRM program.
- Experience working with a board or oversight committee.
- Experience writing and overseeing financial policies.
- Experience and understanding of giving vehicles (i.e. DAFs, Annuities, Trusts, Bequests, Commodities, etc.).