Investment Operations Analyst

National Christian Foundation; Alpharetta (GA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

National Christian Foundation in Alpharetta, Georgia, seeks an Investment Operations Analyst to maintain accurate investment data, reconcile activity, and support reporting across internal systems and external partners.

The role requires attention to detail, investment literacy, and collaboration with Finance, managers, custodians, and reporting platforms to ensure timely, decision-useful information for leadership.

Qualifications

• Bachelor's degree in finance, economics, business, accounting, or related field required.
• Three to five years of experience in accounting or financial services; exposure to operations and strategy is preferred.
• Experience or strong interest in investment management.

Responsibilities

• Reviews pool cash allocations and coordinates cash movements with Finance & Accounting.
• Coordinates all cash transactions, including capital calls, distributions, and house cash transactions.
• Updates Giver-recommended alternative investment balances quarterly in internal systems.
• Supports monthly, quarterly, and yearly investment reporting by coordinating data collection, validation, review, distribution, and follow-up with relevant stakeholders.
• Oversees onboarding of new investment accounts across pools and Giver-recommended Alternatives, ensuring documentation is complete.

Skills

Investment data analysis

Microsoft Office

Data reconciliation

Analytical thinking

Communication skills

Attention to detail

Education

Bachelor's degree in finance, economics, business, accounting, or related field

Tools

Clearwater

Excel

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 www.ncfgiving.com.

Position Overview

The Investment Operations Analyst supports NCF's investment function by maintaining accurate, complete, and reconciled investment data, activity, reporting, and account records across internal and external systems. This role supports investment operations, data reconciliation, performance analysis, manager reporting review, and coordination with Finance & Accounting, external investment managers, custodians, and reporting platforms.

The Analyst maintains reliable investment operations processes, processes cash transactions, validates Clearwater investment activity against manager and custodian records, and helps ensure data integrity. The Analyst also produces timely, decision-useful reports for investment leadership and helps identify and resolve discrepancies, data issues, and operational process gaps.

This position requires strong attention to detail, investment and accounting literacy, analytical judgment, and effective collaboration with internal teams and external partners.

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

Reports to:Vice President, Investment Offerings

Management/Supervision:None

Duties & Responsibilities

Investment Operations

• Reviews pool cash allocations and coordinate cash movements with Finance & Accounting.
• Coordinates all cash transactions, including capital calls, distributions, and house cash transactions.
• Updates Giver-recommended alternative investment balances quarterly in internal systems.
• Supports monthly, quarterly, and yearly investment reporting by coordinating data collection, validation, review, distribution, and follow-up with relevant stakeholders.

Investment Data and Performance Reconciliation

• Reconciles investment analytics between Clearwater and investment managers, consultants, custodians, and internal records.
• Validates Clearwater investment activity, performance results, benchmarks, and supporting data for accuracy, completeness, and consistency.
• Identifies, researches, and helps to resolve reporting discrepancies between managers, consultants, and Clearwater.

Pools and Giver-Recommended Alternatives Accounts Onboarding & Documentation

• Oversees the end-to-end process of opening new investment accounts across various pools and Giver-recommended Alternatives.
• Ensures all required documentation is accurate and complete
• Coordinates with accounting on all new account activity
• Facilitates the execution of Investment Management Agreements (IMAs) and related legal documents.
• Verifies the accuracy, completeness, and compliance of onboarding paperwork with internal policies and external regulations.
• Monitors the funding status of new accounts.

Alternative Investments Pool (AIP) Operations

• Oversees the entire process of new investment requests into AIP.
• Validates that the fund is eligible to allocate to AIP
• Verifies required documentation is received to process allocation
• Coordinates all cash transfers to AIP with accounting
• Communicates with RMs and Directors on status of allocations
• Processes withdrawal requests only after confirming the lock-up period has been fulfilled.
• Records all AIP transactions in internal systems
• Coordinates all cash transactions with the internal accounting team and ensure that every entry is accurately recorded in the internal systems.
• Addresses operational questions related to AIP.

Other Duties and Responsibilities

• Carries out other duties and responsibilities as may be directed by investment leadership or organizational leadership.

Experience and Skills

• 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 in, support of, and alignment with NCF’s Statement of Faith, mission, vision, and values
• Demonstrates the values of faithfulness, love, and service

Education and Credentials

• Bachelor's degree in finance, economics, business, accounting, or a related field required.

Experience

• A minimum of 3 - 5 years’ experience in accounting or financial services, with exposure to both operations and strategy
• Experience or strong interest in investment management

Knowledge Base and Technical Capabilities

• Proficiency with investment data, reporting, and analytical tools; advanced capability in Microsoft Office applications.
• Proven aptitude for real-time problem diagnosis, sound judgment, and resolution of complex investment and operating issues.
• Ability to perform independently while collaborating effectively within a team and across organizational functions.
• Strong analytical and problem-solving skills
• Attention to detail and performs duties with a high level of accuracy
• Able to prioritize and manage multiple projects, adhering to strict timelines
• Excellent communication and interpersonal skills
• Maintains sensitive and confidential information and acts ethically, tactfully, and courteously with employees, givers, advisors, and vendors.
• Additional hours may be required during peak work periods and projects, such as fourth quarter and other peak periods throughout the year
• Occasional travel may be required
• This position is hybrid; must be willing to be in the office as needed

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/why-ncf

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This employer may be a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA), which requires Government contractors to take affirmative action to employ and advance in employment:
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