Endowment & Foundation Investment Strategist
Mercer
Marsh is seeking a senior investments professional to join the Investments & Retirement team. This hybrid role is based in the U.S. and requires you to be in the office at least three days a week, with possible locations including Seattle, Portland, San Francisco, Los Angeles, Phoenix or Denver. You will deliver a spectrum of investment advice to clients, including endowment and foundation accounts, design and communicate investment solutions, mentor junior colleagues, and grow client #J-18808-Ljbffr Mercer
- ...high net-worth individuals, public entities, corporations, endowments, and foundations. Headquarters in Los Angeles, Kayne Anderson Rudnick is a... ...of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.KAR is actively...FoundationPermanent employmentVisa sponsorshipFree visaFlexible hours
- The James Irvine Foundation in San Francisco seeks an experienced Impact Assessment and Learning Officer to lead evaluation strategies across its initiatives, synthesize findings, and translate learning into action to strengthen programs. Reporting to the Director of Impact...Foundation
$100k - $130k
GPJ is hiring a Senior Strategist to join our growing team! This role is hybrid, requiring you to report on-site to one of the following... ..., and technologists, you will strengthen the strategic foundation behind GPJ’s most visible and effective work. If you are both...FoundationWork at officeShift work2 days per week$130k - $140k
...-founders mindset Smiling is contagious. Purpose As a Senior Strategist, Marketing at Invisible Dynamics, you will play a critical role... ...needs. Curate insights and ownable actions to create strong foundations for campaign recommendations, staying current on cultural,...FoundationWork at officeRemote workWork from homeMonday to ThursdayShift workAfternoon shift- The California Wellness Foundation in Los Angeles is seeking an Investment Associate to join a five-member finance team led by the Chief Financial Officer. You will help maximize the endowment and mission-related investments while expanding a growing, more complex portfolio...Foundation
- ..., the team plays a key role in securing financial support from government agencies, foundations, corporations, and other funding sources. JOB SUMMARY The Senior Grant Strategist manages the full lifecycle of grant funding efforts, collaborating across Center departments...FoundationWork at officeLocal areaRemote workShift work
$175k - $215k
...seeking a Staff Monetization and Pricing Strategist to build Bonterra's first dedicated... ...someone else already made. You will have investments in the proper tools to succeed. In this... ...volume, per record, per insight): the foundation that drives durable net revenue retention...FoundationFull timeLocal area$130k
...The California Wellness Foundation (Cal Wellness) is a private, independent foundation established... ...mission- and program-related investment portfolios. Please visit for more information... ...will add capacity to help maximize the endowment and PRIs and manage a larger, more...FoundationFlexible hours$100k
...seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe... ...advisors to serve a wide array of individuals, families, foundations, and endowments. We will provide you with world-class marketing and investment...FoundationFull timeTemporary workLocal areaFlexible hours- ...Group in Los Angeles is seeking a full-time Institutional Giving Manager to join the Institutional Advancement Team and support foundation and government fundraising activities, donor cultivation, and the preparation and management of proposals and reports. The role collaborates...FoundationFull time
$118.94k - $160.57k
...compliance while supporting the tax implications of a large endowment with significant private equity investments. The Tax Manager also provides advisory support... ...cross-functionally with finance, legal, foundation grants, and operations teams. Contribute to process...FoundationHourly payFull timeLocal areaRemote work$120.4k - $142.9k
...the diverse Caltech community. Job Summary The Senior Investment Associate ("Senior Associate") is an important role at the... ...Four years of relevant work experience, likely gained in an endowment, foundation, family office, or direct investment management environment...FoundationFor contractorsWork experience placementWork at office- ...Align serves as an independent and specialized impact advisor to families, foundations, institutional investors and financial advisors. Align creates customized impact strategies, provides investment management services, and guides philanthropic giving so its clients can...Foundation
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...
- ...Fluxx), oversee grant approvals, track related payments, and train staff. This role drives the efficiency and effectiveness of the foundation’s grantmaking policies and procedures. The position requires collaboration across program, finance, information technology, and...Foundation
- ...Development, Sales, and Finance Industries Financial Services, Investment Management, and Insurance Referrals increase your chances... ...CA $50,000.00-$250,000.00 3 weeks ago Financial Advisor - Endowments and Foundations Los Angeles, CA $100,000.00-$130,000.00 2 weeks ago...FoundationPermanent employmentFull timeTraineeshipWork experience placementWork at officeLocal areaRelocationRelocation packageFlexible hours
- ...Institutional Funding Manager Role Type: Volunteer Location: Remote (5–8 hrs/week) About the Role HHP works with foundations, public health agencies, and global funders. We are seeking a Grants & Institutional Funding Manager to expand our funding...FoundationRemote work
- ...seeking an ABF Associate based in Los Angeles to support senior investment professionals across sourcing, diligence, and investment... ...-5+ years in asset finance or structuring, a strong quantitative background, and a Bachelor’s degree. #J-18808-Ljbffr TOIGO FoundationFoundation
- ...financial planning, treasury, audit and tax support. As our investments portfolio continues to grow in scope and complexity, the Accounting... ...and be hands on with the work, and capable of mentorship and being a team player. #J-18808-Ljbffr The California Wellness FoundationFoundation
- ...recognized as a Best Place to Work in Money Management by Pensions & Investments for 11 consecutive years, and as one of Forbes' Best... ...also invests in philanthropic programs through the Principal® Foundation. Headquartered in Des Moines, Iowa, Principal offers a comprehensive...FoundationFull timeWorldwide
- ...Vista Search Partners is representing the UniHealth Foundation in their search for an Accountant. For over 20 years, UniHealth Foundation... ...responsible for accounts payable and receivable, and supports investment and grant-related financial processes. The Accountant plays a...Foundation
- ...In a time of significant growth for the firm and The Hearthland Foundation, Fundamental is adding a Grants Manager to support the Operations and Program Teams. Grants Managers play an instrumental role in facilitating the firm’s client’s grantmaking efforts and are both...Foundation
$15k
About California Community Foundation The California Community Foundation (CCF) is one of the largest community... ...grantmaking, community engagement, and innovative investment approaches. CCF manages a significant endowment and distributes millions of dollars annually through...FoundationFull timeWork at officeShift work- ...financial performance, and collaborative culture. With significant investment in technology and a commitment to continuous improvement, the... ...partnering with cross-functional teams, and have a strong foundation in cost accounting and financial analysis. This is a highly visible...Foundation
$100k - $150k
...requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to... ...as a financial advisor with expertise in wealth planning, investments, and tax strategy Proven track record of client acquisition...FoundationPrivate practice$90k - $160k
...career advancement.Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.OverviewThis...FoundationFull time- ...their own practice At Lenox, advisors gain access to planning, investment, and insurance resources that allow them to do more business... ...ability to build and maintain long-term client relationships Solid foundation in investments, insurance, retirement, and wealth accumulation...Foundation
$100k - $145k
...(Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further....FoundationFull time- ...career. This opportunity is ideal for someone who already has a foundation in financial services, banking, insurance, or an early-stage... ...toward their long-term financial goals through financial planning, investment strategies, retirement planning, and protection solutions. You...Foundation
$150k - $180k
...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and... ...facing side of the Investment organization. Investment Strategists support the firm's regional advisor teams and report to the...Temporary workWork at officeLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Endowment & Foundation Investment Strategist. Be the first to apply!
- design strategist Los Angeles, CA
- workplace strategist Los Angeles, CA
- business strategist Los Angeles, CA
- senior strategy consultant Los Angeles, CA
- strategy consultant Los Angeles, CA
- account strategist Los Angeles, CA
- senior brand strategist Los Angeles, CA
- strategist Los Angeles, CA
- digital strategist Los Angeles, CA
- brand strategist Los Angeles, CA


