Investment Analyst

Position Overview

Jewish National Fund-USA seeks to hire an experienced Investment Analyst to work within the Finance Department. This role is responsible for maintaining accurate portfolio records, performing reconciliations, processing investment-related transactions and donations, and ensuring timely and reliable reporting.

Key Responsibilities

• Oversee investment activity tracking and reconciliation across approximately 150 accounts
• Maintain and upload broker statements into the investment system
• Manage tracking mechanisms (control sheets) to monitor transaction activity
• Prepare and review journal entries for investment transactions
• Perform monthly and annual reconciliations between internal and custodial records
• Manage broker reimbursement requests for trust accounts
• Process stock and bond donations and related transactions
• Support and take ownership of donor-advised fund (DAF) reconciliations, audit support, and tax reporting processes
• Partner with Accounting to ensure accurate recording and classification of transactions
• Identify and implement process improvements to enhance efficiency and reduce cycle times
• Strengthen documentation and internal controls to support audit readiness and compliance
• Serve as a point of contact for investment-related inquiries across internal teams and external partners
• Provide cross-functional support and backup coverage as needed

Qualifications

• 5+ years of Accounting or Finance experience (investment experience preferred)
• Bachelor's degree in Accounting, Finance, or a related field
• Strong expertise in reconciliations, journal entries, and transaction processing
• High attention to detail with strong analytical and problem-solving skills
• Adequate attention to detail with strong analytical and problem-solving skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Excellent communication and interpersonal skills
• Advanced Excel skills (formulas, pivot tables required)
• Proficiency in Word, and Outlook
• Experience with Salesforce, and Blackbaud Financial Edge preferred

Perks

• Days off for all work-prohibitive Jewish holidays, in addition to the secular US holidays
• 3pm close-of-business on Fridays
• Top-notch healthcare (including dental and vision)
• Parental Leave policy
• Employer-paid life insurance
• Employer-paid short and long-term disability
• 403(b) with generous 10.5% employer contribution

Pay

$80,000-85,000 Pay Type: Salaried

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.