The Nature Conservancy - Tulsa, OK

posted 4 months ago

Full-time - Mid Level
Tulsa, OK
251-500 employees
Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Nature Conservancy (TNC) is seeking a dedicated professional to join our team in a role that focuses on the efficient execution of key operational processes related to investment management. This position involves onboarding new investment managers, managing subscriptions and redemptions, and ensuring the accuracy of investment portfolio reconciliation and reporting. The successful candidate will be responsible for recording cash flow transactions that are crucial for the analysis and decision-making processes of the organization. This role requires seamless coordination with various stakeholders, including custodian banks, investment managers, fund administrators, and internal departments such as Sustainable Debt, Accounting, Tax, and Audit. In this position, you will ensure the timeliness and accuracy of data and documents within Backstop, our Portfolio Management System. You will also partner with members of the OOI team on ad hoc projects and tasks that enhance the understanding of risk and overall portfolio strategy. A key aspect of this role is the initiative to identify and implement improvements to the operations of the OOI, contributing to the overall mission of conservation that TNC embodies. We are looking for someone who is passionate about making a difference and has strong experience working within a diverse, multi-disciplinary team. The ideal candidate will possess exceptional communication and collaboration skills, along with experience in managing controls and reports within a business unit. This is an exciting opportunity to contribute to TNC's ongoing mission of conservation by directing and shaping the work of our team.

Responsibilities

  • Efficiently execute key operational processes including onboarding new investment managers, making additional subscriptions and redemptions.
  • Take responsibility for investment portfolio reconciliation and reporting (performance, analytics, liquidity).
  • Record cash flow transactions pertaining to external investment managers vital to OOI analysis and investment decisions.
  • Facilitate seamless coordination between diverse stakeholders such as the custodian bank, investment managers, fund administrators, and other internal TNC departments (Sustainable Debt, Accounting, Tax, Audit).
  • Ensure timeliness and accuracy of data and documents within Backstop (Portfolio Management System).
  • Partner with OOI team members on ad hoc projects and related tasks to drive understanding of risk and overall portfolio strategy.
  • Take the initiative to identify and enact improvements to the operations of the OOI.

Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, Computer Science, Engineering or related fields and 4 years related experience or equivalent combination.
  • Experience with taking initiative, managing multiple tasks simultaneously and meeting deadlines.
  • Experience working as part of a team, using varied techniques to collaborate and foster effective relationships with different stakeholders.
  • Experience in analyzing, manipulating, and interpreting data, and developing, reporting, and implementing solutions.
  • Experience in Microsoft Office Suite, including Excel, Word and PowerPoint.
  • Willingness to master systems and tools (Backstop, Venn, CapIQ, LP Analyst, Nexen, etc.).
  • Experience with APIs, Python or other tools to improve efficiency across an organization.
  • Progress towards a CPA, CFA, or CAIA, PMP, or other relevant professional designations.
  • Track record of successfully prioritizing tasks in the absence of specific instructions while also exercising outstanding independent judgment to identify and solve problems.

Nice-to-haves

  • Experience with APIs, Python or other tools to improve efficiency across an organization.
  • Progress towards a CPA, CFA, or CAIA, PMP, or other relevant professional designations.

Benefits

  • Health care benefits
  • Flexible spending accounts
  • 401(k) plan with an 8% employer match
  • Parental leave
  • Accrued paid time off
  • Life insurance
  • Disability coverage
  • Employee assistance program
  • Other life and work well-being benefits
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