Investment Operations Associate

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $33 billion in contributions and made more than $25 billion in giver-recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

Join NCF's Investments Team and play a key role in supporting our mission of advancing biblical generosity. As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you'll serve as the primary liaison to financial advisors and our nationwide network of NCF local offices.

This role blends investment knowledge, relationship management, operational excellence, and problem‑solving. You will guide advisors through the SMA onboarding process, support ongoing account activity, and help ensure compliance with NCF's investment policies, all while strengthening partnerships that advance Kingdom impact.

If you enjoy combining investment expertise with high‑touch service and collaborative teamwork, this role offers a unique opportunity to contribute to a purpose‑driven organization making a meaningful difference.

This position is hybrid based out of our office in Alpharetta, GA.

Reports to: Manager, Investment Operations

Management/Supervision: None

Duties and Responsibilities

SMA Account Establishment

• Builds and maintains trusted relationships with financial advisor teams and NCF local offices as the resident expert on the SMA offering
• Leads orientation sessions for new SMA advisor teams and guide them through the account establishment process
• Serves as primary point of contact for coordinating required documentation, legal review, and system setup for newly opened SMAs
• Partners with internal teams to process cash movements and ensure timely, accurate account activation

Ongoing SMA Service and Maintenance

• Provides day-to-day support to financial advisors, NCF local offices, and other internal partners on SMA related questions of operational issues
• Troubleshoots and resolves inquiries related to brokerage statement activity, contributions, or other account correspondence
• Liaison with financial advisor teams to obtain information regarding and then record direct charitable contributions of cash and securities made to the SMAs
• Collaborates with financial advisor teams, NCF local office teams, and other internal partners to develop creative, effective solutions for service and operational challenges

Investment Compliance

• Verifies that all required account opening documents and investment strategies meet NCF policy standards
• Addresses financial advisor questions to ensure strong investment compliance standards are maintained
• Partners with the larger Investments team to resolve ongoing compliance matters as they arise

Process Management & Continuous Improvement

• Identifies opportunities to streamline processes as knowledge of NCF's SMA business grows
• Participates in process improvement initiatives and helps implement approved enhancements
• Supports strategic, cross-functional projects that contribute to team goals and organizational impact

Other Duties and Responsibilities

• Assists with projects as assigned
• Represents the team in cross-department initiatives
• Performs additional duties as directed by your manager

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Christ Centered

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible
• Agreement, support, and alignment of NCF's Statement of Faith, mission, vision, and values
• Demonstrates the values of faithfulness, love, and service

Education

• Bachelor's degree in business or related field preferred

Experience

• 3-5 years of experience in an investment-related client service role within a brokerage, advisory, or banking environment
• Basic accounting knowledge, including debits / credits and reconciliation
• Strong problem-solving capabilities in real-time situations
• Experience working with financial advisors or advisory teams preferred

Knowledge Base

• Solid understanding of SMAs, investments, and the investment industry
• Proficiency with Microsoft Office, especially Excel and Word
• Familiarity with charitable giving, foundations, or other non-profits is helpful
• Ability to work independently as well as collaboratively in a dynamic, team-oriented environment
• Ability to balance technical administrative expertise with relational engagement

Competencies

• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Excellent attention to detail with high accuracy in execution
• High level of professionalism, integrity, and discretion
• Effective relationship?building skills across teams and organizational levels
• Sound decision?making and judgment, especially when working with sensitive information
• Adaptability, initiative, and a proactive approach to service
• Problem-solving and analytical skills with financial acumen
• A giver-centered mindset aligned with NCF's mission

We believe that every role at NCF is more than just a job, it's a calling. If you're passionate about using your gifts to serve others, grow in faith, and make a lasting impact for the Kingdom, we'd love to hear from you. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service.

Applicants should be sure to read more about NCF's vision, mission, and Statement of Faith at www.ncfgiving.com/about

If you are interested in serving at NCF, please go to www.ncfgiving.com and apply online.

From: National Christian Foundation