Asset Manager I at National Christian Foundation Alpharetta

National Christian Foundation; Alpharetta (GA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

National Christian Foundation in Alpharetta, GA, seeks an Asset Manager I to administer complex asset contributions including real estate, private stock, and other gifts. You will manage assets from intake to sale, coordinate related expenses, and ensure compliance with regulations and foundation policies.

You will work with internal teams and external advisors, supporting givers and relationships managers throughout the asset lifecycle in a hybrid office-based role.

Qualifications

• Bachelor's degree in Business Administration, Real Estate, Accounting or related field.
• Minimum of 5 years' experience in gift services, portfolio management, real estate, financial services, or related fields.
• Experience serving high net worth individuals, families, and advisors preferred.
• Experience in mergers and acquisitions is a plus.
• Ability to communicate complex issues clearly to varied audiences.

Responsibilities

• Manage new assets and set up in current system used to track the management of the asset.
• Report all new complex asset contributions with fund flow terms for ministry grants and taxes to accounting.
• Prepare receipt packages and next steps related to asset management for givers.
• Communicate to Relationship Manager the completion of the gift.
• Manage all expenses associated with each asset and ensure compliance with laws and foundation policies.
• Assist in asset liquidations and coordinate with complex asset accounting and tax teams.
• Collaborate with Due Diligence Attorneys to resolve issues and process asset sales.
• Explain complex information to givers and advisors concisely throughout the asset's life cycle.

Skills

Real-time problem solving

Microsoft Office

Salesforce

Attention to detail

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Excel

Salesforce

Job description

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

Position Overview

The purpose of this position is to administer the receipt, management, and liquidation of complex (illiquid) asset contributions which consist of real estate, private stock, loan notes, life insurance and other complex gifts. This position coordinates with internal and external parties to ensure proper management and sale of assets, and optimizing the value from each gifted Asset. The role is responsible for managing all held assets from intake to sale, including coordinating payment of asset-related expenses and posting of payments, ensuring asset compliance with federal and state regulations and foundation policies, assisting in marketing efforts, and sale by performing the following duties personally. This position is hybrid based out of the office in Alpharetta, GA, however, during training the successful candidate will have to be in the office more frequently. Reports to: Manager, Asset Management

Duties and Responsibilities

• Management of New Assets
• Setup the new complex asset contribution in current system used to track the management of the asset
• Report all new complex asset contributions with the fund flow related terms for ministry grant, administrative costs and taxes to accounting
• Prepare receipt packages and next steps related to asset management for givers
• Communicate to Relationship Manager the completion of the gift
• Management of Current Assets
• Secure proper liability / hazard Insurance coverage on real estate assets
• Maintain electronic files for all managed assets
• Maintain tracking of management activities related to assets
• Manage all expenses associated with each asset
• Ensure compliance with applicable laws and regulations
• Assist in the management of all payments associated with each asset, including the reconciliation of closing statements and funds flows on liquidations of assets
• Work with Complex Asset Accounting and Tax Compliance teams on asset income and liabilities
• Work with Due Diligence Attorneys to resolve management issues and process asset sales
• Clearly communicate complex information with givers and advisors in a concise manner throughout the asset's life cycle
• Collaborate and communicate with Relationship Managers and their teams
• Other Duties and Responsibilities
• Assist with projects as assigned

Keyword: Asset Manager I

Required Experience

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

A growing, committed relationship with Jesus Christ and profession that Jesus Christ is Lord and Savior.

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.

Demonstrate the values of faithfulness, love, and service.

Education

A Bachelor's degree in Business Administration, Real Estate, Accounting or related field

Experience

A minimum of 5 years' experience in gift services, portfolio management, real estate, financial services, or other business related fields

Previous experience in sales, relationship management, or customer service

Previous experience serving high net worth individuals, families, and advisors preferred

Previous experience in mergers and acquisitions is a plus

Competencies

Proven aptitude for "real-time" problem diagnosis and solving

Microsoft Office applications

Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters preferred

Knowledge of CRM tool like Salesforce preferred

Able to perform duties independently

Strong attention to detail, perform duties with high level of accuracy

Excellent verbal and written communication skills; listens to others and listens with respect and for understanding

Contributes to team effort by accomplishing related results as needed

Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines

Ability to work in a high stress, fast passed environment and consistently deliver accurate work product under strict deadlines

Has the ability to communicate very complex issues to a variety of audiences with a varying knowledge base of the issues at hand

Takes personal initiative

Adaptable and handles change well

Strong analytical skills to solve problems

Ability to identify, analyze issues and address root cause

Builds relationships individually, within the business unit, with RM teams and organization wide

Customer/ internal and Giver focus in all work performed; anticipate needs, manage expectations and meet Customer requirements

Sound decision making by applying good judgment and experience

Ability to understand financial data and reporting

Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters

Is ethical, tactful, and courteous in dealing with all employees and vendors

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

From: National Christian Foundation