Skip to content

Open nowPosted 36 days ago

Director of Investor Relations

Associated11 open roles

Where
5700 Park Heights Ave, Baltimore, MD 21215, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector of Investor RelationsAssociated · 5700 Park Heights Ave, Baltimore, MD 21215, USA
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Associated's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 36 days ago

The posting

  Director of Investor Relations   Position Summary The Associated is seeking a Director of Investor Relations to play a key role in supporting its community fund by cultivating and managing donor and institutional client relationships, overseeing investment activity, and ensuring the effective execution of operational and administrative processes. Serving as a trusted resource for stakeholders, this position collaborates closely with investment managers, sub-accountants, and external vendors while preparing timely, accurate materials for investment committee meetings. The ideal candidate is a detail-oriented, analytical finance professional who thrives in a collaborative environment, demonstrates exceptional organizational and relationship management skills, and is committed to continuous process improvement, adaptability, and operational excellence.   This is a full-time, hybrid position that requires a minimum of three days per week in the office.   Key Responsibilities  Governance and Committee Leadership

Serve as staff liaison to Investment Committee leadership. Prepare, consolidate and distribute committee meeting materials, including investment summaries, fund performance and activity reports. Track action items and follow-up items from committee meetings and coordinate timely resolution. Generate comprehensive quarterly and annual reports detailing fund activity, grant volumes, and key financial metrics for leadership and committee review

Relationship Management

Serve as the primary relationship manager for major fundholders, supporting foundations, professional advisors, and key stakeholders. Support cultivation and retention efforts for high-capacity donors and institutional partners. Represent The Associated at donor, foundation, and investment-related meetings and events. Participate in meetings with investor base to present the Community Fund’s performance, updates to the portfolio, and communicate insights coming from the investment committee meetings

Oversight, Accountability & Innovation

Oversee all investment administration activities to ensure accuracy, compliance, and adherence to donor intent. Establish and monitor internal controls, service standards, and operating procedures.

Evaluate vendor performance and manage relationships with custodians, investment managers, consultants, and service providers.

Continuously evaluate existing workflows and identify opportunities to streamline processes, reduce manual effort, and improve accuracy. Champion the adoption of technology tools and system enhancements that improve efficiency and data integrity.

Investment Monitoring & Reporting

Work collaboratively with the sub-accountant to confirm and reconcile monthly fund valuations. Coordinate with outside vendors to obtain updated investment values for supporting foundation accounts in a timely manner. Maintain organized records of all investment reports, valuations, and related correspondence.

Grant Review & Deposit Management

Review and authorize outgoing grant disbursements to ensure accuracy, proper documentation, and alignment with foundation and fund guidelines. 

Monitor grant expenditures for compliance with restriction requirements and donor intent 

Collaborate with program staff to resolve discrepancies and ensure proper coding of all grant activity. 

Review and approve incoming deposits, including contributions, investment transfers, and other revenue, ensuring accurate account coding and documentation. 

Build relationships with donor and investor base to assist with their inquiries, transaction questions, and ensuring a high level of customer satisfaction.  

Qualifications Required

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. Minimum of 5-7 years of experience in nonprofit finance, community foundation services, or investment operations. Advanced proficiency in Microsoft Excel, including the ability to build, audit, and maintain complex spreadsheets and financial models. Exceptional attention to detail with demonstrated proofreading and quality-control skills. Experience in donor relations, client services, or a customer-facing financial role. Familiarity with investment reporting, fund valuations, or working with external investment managers. Proven track record of identifying and implementing process improvements. Strong written and verbal communication skills with the ability to present complex information clearly.

  Compensation Starting salary: $100,000; salary commensurate with experience.   Benefit & Perks: The Associated offers a hybrid work environment that supports professional development and collaboration. We offer a comprehensive benefits package, including health insurance (Health Savings Account), 4% 401(k) employer match, life insurance, Long Term Disability (LTD), Flexible Spending Plan, paid parental leave, tuition reimbursement, holiday pay, wellbeing programming and a complimentary membership to the Jewish Community Center. We also make work/life balance a priority by offering generous vacation and sick time. To learn more about what it’s like to work at The Associated, check out our brochure here.     Application Process Electronic submissions are preferred.  

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Associated's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on Associated's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    Associated's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.