Investment Analyst

If working for an organization that supports the land and people of Israel excites you, then join us and you needn't wait another minute to change the world!

Position Overview:

Jewish National Fund-USA seeks to hire an Investment Analyst to work within the Finance Department. This role supports the organization's investment operations by maintaining accurate portfolio records, reconciling accounts, processing transactions and donations, and ensuring smooth day-to-day investment reporting and compliance.

Location: Rockville Centre, NY (5 days, in-office)

Reports To: Controller

Employment Type: Full-Time

Key Responsibilities:

• Download and organize broker statements for approximately 150 accounts
• Scan, record and enter statement information into organization's investment software to maintain accurate portfolio records
• Manage and update the control sheet to track transaction activity
• Prepare Journal Entries to accurately record investment transactions.
• Perform monthly and yearly reconciliations between internal and custodial records to insure data accuracy
• Implement measures to reduce end-to-end processing times for stock transactions
• Manage broker reimbursement requests for trust accounts
• Process stock and bond donations
• Assist with donor-advised fund reconciliations, audits and split-interest tax returns
• Code miscellaneous checks and submit to Accounting for review and processing
• Provide backup support and rotate duties with team members to ensure continuity of operations

Qualifications:

• 3–5 years of Accounting/Finance experience (investment analysis experience preferred)
• Strong organizational skills and attention to detail
• Solid analytical ability and capability to manage multiple priorities
• Excellent interpersonal and communication skills
• Advanced Proficiency in excel with experience using formulas and pivot tables
• Proficiency in Word, and Outlook
• Experience with Salesforce, and Blackbaud Financial Edge preferred

Perks:

• Days off for all work-prohibitive Jewish holidays, in addition to the secular US holidays
• 3pm close-of-business on Fridays
• Top-notch healthcare (including dental and vision)
• Parental Leave policy
• Employer-paid life insurance
• Employer-paid short and long-term disability
• 403(b) with generous employer contribution
• Opportunities to travel to Israel

Compensation:

$70,000-$75,000

Pay Type:

Salaried

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

WHAT WE DO

At Jewish National Fund-USA, we turn vision and dreams into reality. For almost 125 years, we have built the land of Israel for its people. As one of the most trusted names in philanthropy, our mission is to attract 800,000 new residents to Israel's underpopulated North and South and to be the leading organization for Zionist engagement. We build schools, medical centers, culinary institutes, resilience facilities, emergency response centers, water reservoirs, parks, and playgrounds while creating employment and community service initiatives, along with youth development programs for thousands of young Israelis. We also support Israelis with disabilities, bring hundreds of college faculty members and student leaders beyond the Jewish community to Israel, invest in agricultural R&D, and host the largest gathering of Zionists in the U.S. annually at our Global Conference for Israel. All of this is accomplished as we embark on the largest philanthropic capital project in Israel's history—the $350 million, 16-acre World Zionist Village in the city of Be'er Sheva.

And yes, we also support tree planting. Since 1901, we have helped plant over 260 million trees in Israel, which enabled the country to be one of the few to enter the 21st century with a net gain in trees.

No project, program, or initiative stands alone. Through our circles of impact, everything we do contributes to job creation, economic growth, higher living standards, and more—helping us realize our goal of attracting new residents to Israel's North and South.

OUR CREDENTIALS & PARTNERSHIPS

A registered 501(c)(3) organization, Jewish National Fund is recognized as a 4-star organization by Charity Navigator, America's leading independent charity evaluator, for its sound fiscal management, accountability, and transparency. JNF has also been rated a top charity by the American Institute of Philanthropy and meets the 20 rigorous standards of the Better Business Bureau (BBB) Wise Giving Alliance, and the transparency standards of Tzedakah, Inc. No other Jewish organization meets all these standards.

OUR CULTURE

We are ViZion-driven relationship-based, fast-paced, and Positively Israel!

OUR CORE VALUES

Be Bold: Beyond. We are proud and passionate, vocal, and visionary about Israel and Zionism. We pride ourselves on our out-of-the-box thinking and the great things it accomplishes for the land and with the people of Israel.

Belong: Stay long. We are an inclusive and diverse workplace welcoming and respecting all cultures, ages, religions, ethnicities, genders, orientations, and physical abilities. Understanding that a work-life balance is crucial to the success of our organization, we are empathetic, understanding, caring, appreciative, and respectful of one another as we strive to develop and retain our professionals and donors for the long-run.

Be Inscribed: Be the Impact. To walk in the land of Israel and see the impact of our work instills the greatest sense of fulfillment. We strive for each employee to make their mark, leave their footprint, be heard, and feel relevant as together we help ensure the vibrancy of Israel for the next 100 years. We plant the future, not just trees.

Be Kind: Act with Chesed. At JNF-USA we do not underestimate the power of kindness. We use recognition and praise to motivate teams, individuals, donors, and stakeholders. We are proud of our please and thank you's. We listen and lend a helping hand when a co-worker is challenged. Whether random or deliberate acts, kindness is a key ingredient to our positive workplace and mindset.

B'Yachad: Together. Great collaboration between our employees, donors and affiliates in Israel is a priority: everyone matters no matter their role. We recognize that open and inspirational communication, teamwork, and collegiality is a force multiplier in reaching our goals, mission, and vision. Jewish National Fund-USA exemplifies the power of unity.