Senior Investment Oversight & SMA Governance Lead

National Christian Foundation; Alpharetta (GA); Hybrid; USD 110,000 - 170,000; Full time

Job summary

National Christian Foundation in Alpharetta, GA, seeks a Senior Investment Oversight Associate to govern its SMA-driven investment platform and ensure compliance with investment policies and donor intent. The role coordinates portfolio strategy approvals, ongoing monitoring, and policy adherence while partnering with RIAs and internal teams.

The ideal candidate will bring substantial experience in investment management, knowledge of SMA structures, and strong relationship management skills to

Qualifications

• 5–7 years’ experience in investment management, wealth management, or related financial services.
• Demonstrated experience overseeing advisor-managed portfolios or working closely with RIAs.
• Experience with complex investment structures, including SMAs and alternative investments.

Responsibilities

• Coordinates the review and approval of all RIA managed investment strategies to ensure alignment with NCF investment policies and donor intent.
• Evaluates and approves new SMA portfolio constructions and alternative investment allocations.
• Reviews and coordinates SMA alternative investment recommendations from RIAs.
• Serves as escalation point for complex or non-standard investment strategies.
• Partners with RIAs and NCF Relationship Managers to resolve issues prior to portfolio implementation.
• Leads ongoing monitoring and periodic reviews of portfolio strategies, investments, and performance against benchmarks.

Skills

Investment oversight

Governance

Portfolio monitoring

Compliance

Relationship management

SMA structures

RIAs

Fiduciary discipline

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Excel

Microsoft Office

Job description

National Christian Foundation in Alpharetta, GA, seeks a Senior Investment Oversight Associate to govern its SMA-driven investment platform and ensure compliance with investment policies and donor intent. The role coordinates portfolio strategy approvals, ongoing monitoring, and policy adherence while partnering with RIAs and internal teams.

The ideal candidate will bring substantial experience in investment management, knowledge of SMA structures, and strong relationship management skills to