Investments Services Manager - Reporting & Operations

Nonprofit Connect; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

The Community Foundation seeks a Manager of Investments Services to execute and administer its investment program, overseeing reporting, committee materials, and fund reviews. This is a full-time, exempt role reporting to the Senior Vice President of Investments, with primary office-based work and local travel for meetings.

Responsibilities span reporting, private/alternative investments onboarding, due diligence, recordkeeping, performance analyses, and continuous process improvements to serve

Qualifications

• Bachelor's degree in finance, economics, accounting, business, or related field (minimum).
• Minimum of five years in investment management or portfolio reporting.

Responsibilities

• Manage the preparation and delivery of recurring and ad hoc investment reports, portfolio performance reports, Investment Committee materials, presentations, and supporting analysis.
• Coordinate investment reporting activities to ensure information is accurate, timely, and responsive to the needs of donors, advisors, management, and the Investment Committee.
• Lead the administration of private and alternative investments, including onboarding, due diligence coordination, documentation, subscriptions, capital calls, distributions, and ongoing investment administration.
• Coordinate with internal teams, investment managers, custodians, consultants, and other service providers to support investment operations and ensure accurate recordkeeping.
• Maintain investment records, documentation, and operational procedures in support of the organization's investment program.
• Conduct investment review meetings across fund types and serve as their primary resource on investment performance, portfolio positioning, and investment philosophy.
• Prepare investment materials and analyses that support effective communication with stakeholders.
• Support investment manager oversight through performance monitoring, investment analysis, due diligence activities, and participation in investment-related discussions.
• Assist with the evaluation and monitoring of investment portfolios, managers, benchmarks, and other investment vehicles.
• Partner with the Senior Vice President of Investments on Investment Committee activities and strategic investment initiatives.
• Strengthen investment reporting, data quality, and analytical capabilities.
• Support technology, automation, and process improvement initiatives to enhance efficiency, accuracy, and scalability.
• Improve workflows, controls, and operational practices that support the investment program.
• Partner across departments to ensure consistent, policy-aligned execution of investment operations.
• Support internal controls, operational risk management, and high-quality service for stakeholders.

Skills

Investment reporting

Portfolio performance

Client service

Due diligence coordination

Education

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

Tools

CFA/CAIA preferred

Job description

The Community Foundation seeks a Manager of Investments Services to execute and administer its investment program, overseeing reporting, committee materials, and fund reviews. This is a full-time, exempt role reporting to the Senior Vice President of Investments, with primary office-based work and local travel for meetings.

Responsibilities span reporting, private/alternative investments onboarding, due diligence, recordkeeping, performance analyses, and continuous process improvements to serve