Job Summary: 

• Overwatch investment policy and guideline for applying the relevant license to operate the company.
• Participate in higher-level investment philosophy and building blueprints for investment algorithm and tool system accordingly.
• Accountable for global market outlook and investment decisions that comply with internal and regulatory investment guidelines to optimize investment return.
• Conduct industry standard analysis of top-down or bottom-up approach, in terms of fundamental, growth, quantitative, or technical.
• Manage and monitor assets to generate positive alpha to the portfolio within agreed investment objective, risk tolerance limits and turnover limits.
• Collaborate with dealers and analysts to ensure fair trading execution and to obtain market outlook and investment insights.
• Ensure presentation and marketing material comply with regulations and is suitable for client needs and requirements
• Report fund performance regularly
• Participate in mandate pitches

Skills on Resume: 

• Investment Oversight (Hard Skills)
• Algorithm Development (Hard Skills)
• Market Analysis (Hard Skills)
• Risk Management (Hard Skills)
• Asset Management (Hard Skills)
• Trading Execution (Hard Skills)
• Compliance (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Plays a key role in logistical support for the annual Night of Hope fundraising event
• Registration and software management
• Take responsibility for name-tag production
• Oversee timely and accurate donor entry, tracking, and acknowledgments
• Post-event analysis, reporting, and other close-out activities.
• Develop acquisition, cultivation, and stewardship strategies for Sustainers of Hope.
• Write engaging and impactful fundraising appeals for approval by departmental leadership
• Oversee the use of the Raisers Edge donor database structure, global changes, and compliance with database use.
• Manage strategy on direct response and social media fundraising opportunities such as Do More 24, Facebook Fundraisers, etc.
• Ensure the participation and compliance of COH in workplace giving campaigns such as the United Way/Combined Federal Campaign and other third-party charitable facilitators such as Catalogue for Philanthropy.

Skills on Resume: 

• Logistical Support (Hard Skills)
• Software Management (Hard Skills)
• Donor Tracking (Hard Skills)
• Event Analysis and Reporting (Hard Skills)
• Fundraising Strategy Development (Hard Skills)
• Fundraising Appeal Writing (Soft Skills)
• Donor Database Management (Hard Skills)
• Social Media Fundraising (Hard Skills)

Job Summary: 

• Proactively seek and identify opportunities for collaborative grantmaking
• Maximize the return and impact of all grants awarded.
• Manage a small portfolio of funds, ensuring their effectiveness and supporting their further development.
• Assess, manage, and evaluate grants in line with WCFO’s development strategy and donor wishes.
• Attend and manage quarterly meetings with major donors 
• Review applications and provide updates on projects currently receiving support.
• Produce annual reports for major donors.
• Responsible for the research on alpha strategy of company equities
• Research market data and trading data, and provide detailed, comprehensive, and expandable design opinions for stock research platform and stock trading system
• Responsible for stock initial version factor, portfolio optimization, order execution, etc.
• Develop models and tools to monitor and analyze the operation of trading programs.

Skills on Resume: 

• Grantmaking Strategy (Hard Skills)
• Fund Management (Hard Skills)
• Grant Evaluation (Hard Skills)
• Donor Relationship Management (Soft Skills)
• Project Reporting (Hard Skills)
• Market Research (Hard Skills)
• Portfolio Optimization (Hard Skills)
• Data Analysis (Hard Skills)

Job Summary: 

• Oversee grants process, including research/prospecting, foundation relationship management, proposal writing, reporting, and accurate record-keeping
• Create and maintain accurate donor records of all received foundation gifts, generate gift acknowledgments to donors, create and send invoices and pledge reminders
• Support the planning and execution of the annual gala and auction
• Develop and execute a successful end-of-year appeal and annual giving strategy for donors
• Coordinate all Board of Directors, Executive Board, and committee meetings/correspondence (e.g.,  reminder emails, meeting packets and minutes, attendance tracking, and meals for meetings) and maintain Board Accountability forms
• Maintain a record of Producers Club and Spotlight Club memberships, coordinate and attend all PC activities and other shows as assigned
• Maintain accurate tracking of benefit fulfillment for donors, including email correspondence, mailing of physical items, etc.
• Support planning and execution of donor cultivation events (including Dinner on Stage, Que Pasa, etc.)
• Work with the Director of Development during season renewals to set and track donation amounts for patrons
• Research and develop partnerships for third-party fundraising events and community development events
• Generate donor Honor Roll for Broadway/Children Theatre playbills and create an annual report
• Oversee yearly interns and manage internship program relationship

Skills on Resume: 

• Grant Management (Hard Skills)
• Donor Record Keeping (Hard Skills)
• Event Planning (Hard Skills)
• Fundraising Strategy (Hard Skills)
• Board Coordination (Soft Skills)
• Membership Management (Hard Skills)
• Benefit Fulfillment Tracking (Hard Skills)
• Partnership Development (Soft Skills)

Job Summary: 

• Compile and analyse economic data, examining equity stock prices and trends, earning prospects, financial statements, and the various indicators and factors to assess the potential impact on portfolio equity funds and determine suitable investment strategies.
• Provide analytical support to the wider team, visit companies, meet up with the Management of potential investee companies, and write follow-up reports.
• Monitor financial news closely and keep track of market trends, opportunities and risks and present research recommendations at regular Investment Committee meetings.
• Implement strategic and tactical asset allocation decisions across all accounts under supervision.
• Maintain controls to ensure compliance with investment mandates and regulatory requirements.
• Prepare fund manager and market outlook reports.
• Assume responsibility for the different operational aspects of the funds´ lifecycle including but not limited to preparation of the financial statements, budgets, and forecasts, etc.
• Coordinate with external parties the process to open accounts (custody/transfer agent).
• Support in due diligence/AML processes.
• Support the onboarding of investors, coordinating the process with the different parties involved.

Skills on Resume: 

• Economic Data Analysis (Hard Skills)
• Financial Statement Analysis (Hard Skills)
• Market Trend Monitoring (Hard Skills)
• Asset Allocation (Hard Skills)
• Compliance Management (Hard Skills)
• Fund Reporting (Hard Skills)
• Operational Fund Management (Hard Skills)
• Due Diligence Coordination (Hard Skills)