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Liaise with external stakeholders to open external investment accounts and ensure appropriate access for daily transactional processing. Process new account openings by reviewing the Segregated Account Investment Information Form (“SAIIF”) and maintain communications with parties involved in the account openings financial advisors, their banks, fund managers a
Posted 1 day ago
Manage fund correspondence to determine actions required by the Alternative Investments Team. Use SalesForce to set up and track status of fund related activities in progress and communicate deadlines to the Alternative Investments Team. Prepare quarterly reporting for the Investment Committee of NPT's Board of Trustees as well as account specific and ad hoc reports and a
Posted 2 days ago
Provides key leadership and direction for all strategic and day to day issues related to accounting functions including general ledger and investment accounting, budgeting, analysis, audit, and tax (domestic and international). Oversees preparation of fiscal records. Manages annual audits & tax preparation; works closely with audit and tax partners. Builds infrastructure
Posted 4 days ago
Track NPT's complex investments and ensure all valuation support is obtained, maintained, and shared with external parties, as appropriate. Review audited financial statements, interim financial information, independent valuation reports, and other relevant information for complex investments to ensure completeness of required information. Support Finance leadership while
Posted 4 days ago
Liaise with external stakeholders to open external investment accounts and ensure appropriate access for daily transactional processing. Process new account openings by reviewing the Segregated Account Investment Information Form ("SAIIF") and maintain communications with parties involved in the account openings financial advisors, their banks, fund managers and custodian
Posted 8 days ago
Provide daily guidance and coaching to junior members of the group, including acting as an escalation point of contact for internal and external issues. Assist with the training and development of the Donor Administration team. Provide ongoing feedback and prepare annual employee performance reviews. In conjunction with the Team, Ensure all new accounts are opened, and ve
Posted 9 days ago
Lead and manage the Infrastructure Team, setting clear objectives, promoting collaboration, and fostering a culture of innovation and continuous improvement. Develop and implement strategic plans aligned with organizational goals, providing oversight for all IT infrastructure, and identifying opportunities for enhancing business growth and agility. Ensure high availabilit
Posted 9 days ago
Implement and maintain DevSecOps processes and tools for cloud environments, ensuring security integration throughout the software development lifecycle (SDLC). This includes designing, refining, and continuously enhancing automated security testing, vulnerability scanning, and compliance checks within development pipelines. Design and implement secure CI/CD pipelines usi
Posted 9 days ago
Partner with NPT Institutional Services Relationship Managers to provide ongoing support to Financial Service Partners (FSPs) and Preferred Partner organizations. Responsibilities to include, but not limited to Serve as liaison between respective internal teams and FSPs on operational, marketing, development and technological initiatives. Coordinate scheduling meetings an
Posted 11 days ago
Partner with NPT Institutional Services team members to provide ongoing support to Financial Service Partners (FSPs) and Preferred Partner organizations. Responsibilities to include, but not limited to Assist in scheduling meetings and calls; capturing and organizing meeting notes and dissemination of actionable items Organize and assist with management and implementation
Posted 11 days ago
Calculate and process fees to Donor Advised Fund accounts as directed. Prepare monthly contributions and grants reconciliations for various programs/entities. Perform ad hoc analysis of accounting transactions, operational performance, and balance sheet accounts. Assist with general ledger journal entries on a daily, weekly, and monthly basis as required. Assist with mont
Posted 15 days ago
Strategic Planning and Implementation Collaborate with development leadership to develop and execute annual business plans focused on maximizing donor growth and fundraising success. Relationship Management Cultivate and manage a network of professional advisors (attorneys, financial advisors, CPAs, wealth advisors, etc.) through various channels like email, phone, mail,
Posted 16 days ago
Strategic Planning and Implementation Collaborate with development leadership to develop and execute annual business plans focused on maximizing donor growth and fundraising success. Relationship Management Cultivate and manage a network of professional advisors (attorneys, financial advisors, CPAs, wealth advisors, etc.) through various channels like email, phone, mail,
Posted 16 days ago
Project Management Define and document project scopes for new projects proposed by supported department heads / business owners for use in prioritization and scheduling. Build detailed project plans for approved projects in line with agreed upon scopes. Manage all projects to established project plans. Ensure risks and issues are identified and communicated in a timely fa
Posted 22 days ago
Support all implementations of projects, deliverables, and changes within the operations department alongside the team of others. Aid in creation of project plans for operation led projects using project management principles. Work with Operations subject matter experts (SMEs) to establish business requirements for assigned projects. Collaborate with appropriate stakehold
Posted 24 days ago
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