Director of Investments

Director Of Investments

Remarkable impact is the heart of Foundation for the Carolinas' mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.

Foundation for the Carolinas seeks a strategic, relationship-oriented, and technically strong Director of Investments to lead investment oversight and strategy, donor investment consultation, external investment partner management, and impact investing across the Foundation's $5 billion investment platform. This leadership role serves as a trusted partner to donors, professional advisors, senior leadership, and the Investment Committee while ensuring the Foundation's investment offerings remain well-governed, transparent, efficient, and aligned with philanthropic objectives.

The Director of Investments will be responsible for delivering an exceptional donor experience through transparency, education, and investment stewardship. Working closely with the Philanthropy team, this leader will help donors understand investment performance, risk, governance, and available investment options while ensuring the Foundation's platform is the right fit for their charitable goals and preferences. In addition, this leader will ensure platform and process efficiency.

The ideal candidate is a collaborative and mission-driven investment leader who brings strong institutional investment expertise, exceptional judgment, and a fiduciary mindset. They are equally comfortable discussing investment strategy with sophisticated committee members, building confidence with donors, and leading initiatives that align financial stewardship with meaningful community impact.

Roles and responsibilities include:

• Donor engagement
• Investment strategy and governance
• Ocio and investment partner management
• Investment committee leadership
• Impact investing
• Team leadership

Qualifications:

Required:

• 7+ years of investment experience in institutional asset management, foundations, endowments, OCIO environments, investment consulting, private wealth, or related fields.
• CFA
• Expertise in asset allocation, portfolio construction, governance, performance measurement, and risk management.
• Demonstrated success presenting to donors, boards, investment committees, and senior executives.
• Strong communication, relationship management, and leadership skills.
• Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, Public Policy, or a related field preferred.

Preferred:

• CAIA
• Experience with donor-advised funds, foundations, nonprofit organizations, or mission-driven institutions.
• Experience managing external investment partners and service providers.
• Impact investing experience