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Senior Associate, Investment Support at Ren - ApplyBlast

Senior Associate, Investment Support

Ren

1 month ago

4.1 on Glassdoor

Hudson, Ohio, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Associate, Investment Support supports the investment team by ensuring the accuracy of investment account holdings and alignment with the organization’s Investment Policy Statement. This role involves managing inquiries, documenting investment strategies, conducting annual due diligence, and participating in projects to enhance departmental objectives. The position also provides support for external audits and maintains current knowledge of industry best practices for alternative asset management.

Responsibilities

Support investment team by ensuring accuracy of account holdings and alignment with Investment Policy Statement
Conduct annual due diligence reviews and research information for organizational signers
Assist with external audits and participate in projects to automate reports and update policies

Skills

About Ren

reninc.com

Headquarters

Indianapolis, Indiana, United States

Company Size

201-500 employees

Founded

1987

View Profile

Ren is a philanthropy technology and services company that builds donor-advised fund (DAF) and charitable giving solutions. Its DAF platform and charitable-solutions technology are widely used by leading financial institutions and are also available to independent financial advisors. Ren combines software, operational infrastructure, and advisory support to help institutions and advisors administer funds, facilitate grants, and improve the donor experience. The company focuses on simplifying and scaling philanthropic giving with integrated, compliance-minded tools and expertise.