Position Description:
The Associate Director, Investments, supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions. This role ensures accurate processing of investment activity in accordance with established policies and procedures and serves as a primary point of contact for routine advisors and internal requests. The position focuses on transaction accuracy, document management, and service delivery.
Duties & Responsibilities:
- Serve as an authorized signer.
- Assist in the process of new account setups, transfers, and maintenance requests.
- Review assigned account liquidations under established procedures.
- Monitor shared inboxes and respond to routine inquiries.
- Resolve Salesforce cases, locked logins, and system access requests as assigned.
- Provide direct communication to advisors, custodians, and internal leadership.
- Coordinate paperwork and document corrections.
- Load and maintain completed documents within document management systems.
- Provide standard account information to advisors and internal teams.
- Monitor workflow queues and prioritize to ensure timely processing.
- Support special projects and high-volume periods.
- Escalate non-standard inquires to senior staff.
Decision-Making Authority
- Execute approved processes.
- Determine workflow prioritization.
- Refer exceptions and complex matters to senior staff.
Scope & Impact
- Direct impact on operational efficiency and service quality.
- Support compliance through accurate execution.
- Limited financial or regulatory discretion.
Education & Experience:
- Bachelor’s degree in finance, business, economics, or a related field
- 2–3+ years of experience in financial services, document processing, or investment support functions
- Strong organizational abilities with a focus on accuracy, documentation quality, and procedural adherence
- Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms
- High attention to detail and ability to work independently within established guidelines
- Foundational understanding of investment concepts, account structures, and operational processes
- Familiarity with donor-advised funds or willingness to learn DAF concepts preferred
Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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What We Do
Ren is a driving force that powers people, ideas, and institutions for good. As the leading independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy. Elite financial services firms, nonprofit organizations, and community foundations rely on Ren to support more than $125 Billion of assets through their planned giving programs, including charitable trusts, donor-advised funds, pooled income funds, endowments, and private foundations.
