Trading Operations Associate

Trading Operations, Associate Become a Part of the NPT Team
National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $80.2 billion in charitable contributions and currently manage $57.1 billion in charitable assets. We have made more than 930,000 grants totaling more than $37.7 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.


Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.


At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work. What You'll Do: The Trading Operations Team is responsible for all aspects of ensuring all trading activity in non-discretionary accounts is conducted in accordance with NPT's Investment Policy Guidelines. The Trading Operations, Associate is responsible for processing non-discretionary trades recommended by NPT's donors, financial advisors/financial service partners.


Salary: $55,000 plus 8.4% annual discretionary bonus. Internal candidates are encouraged to apply; compensation based on experience and internal equity.


This is a hybrid role requiring onsite presence Tuesday-Thursday, with the option to work remotely on Mondays and Fridays.



Duties/Responsibilities:

• Responsible for non-discretionary trading across all programs, ensuring the trading activity in all segregated investment accounts is conducted in accordance with NPT's Investment Policy Guidelines (IPG), across all programs
• Support the Staff Investment Committee ("Staff IC") by reviewing and posting trade recommendations for Committee votes
• Ensures the timely resolution of donor, financial advisor and/or Financial Service Partner inquiries related to non-discretionary trade recommendations
• Support the production and delivery of monthly trading metrics for Senior Management review
• Participates in projects related to current and future initiatives within the team and the broader Operations department

What You Bring:

• Excellent interpersonal and customer service skills
• Commitment to service excellence
• Strong analytical and problem-solving skills
• Excellent organizational skills and attention to detail
• Capable of multi-tasking in a daily, deadline-driven environment, while keeping others well-informed
• Ability to discern and adapt to variable volumes of work including periods of extremely high volume
• Excellent time management skills with a proven ability to meet deadlines
• Proficient in the suite of Microsoft Office applications, particularly Excel
• Familiarity with Salesforce is a plus
• Excellent verbal, writing, and proofreading skills
• Both a team player and capable of independent work

Education and Experience:

• Minimum of 3+ years of relevant experience, preferably in nonprofit or the financial services industry
• Bachelor's degree in finance, accounting, economics, business or related field, or equivalent experience
• Experience with Donor-Advised Funds is a plus.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Using hands/fingers to operate a computer keyboard, mouse, and other office equipment
• Talking, hearing and visual acuity
• Occasional standing, walking, bending, or reaching