Director of Investments

We are seeking a full-time Director of Investments to join our Finance team and lead the work in Investments. This position reports to the Chief Financial Officer (CFO).

Please note that due to COVID-19 this position, along with the rest of our staff, will mainly telecommute until it is safe for all staff to return to our offices. Once our offices reopen fully, this position will be based out of our Santa Barbara office, with time also spent at our Santa Maria office.

SBF looks for candidates that care about our mission, values and want to participate in a healthy, happy and collaborative work culture based on inclusivity, innovation and accountability. We believe the collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent that our staff invest in their work represent a significant part of not only our culture, but our reputation and organization’s achievement as well.

Please review our Job Description below, before applying.

All applicants must submit a professional resume, cover letter and completed copy of our employment application, to hr@sbfoundation.org, in order to be considered.

See the bottom of our ad for information regarding benefits.

Position Summary:

The Director of Investments is responsible for oversight of the Foundation’s charitable assets. This position plays an important role in the Finance department by overseeing SBF’s invested charitable assets. This position provides direction to promote prudent investment practices that advance the Foundation’s objectives. The Director collaborates with internal and external stakeholders to ensure product and service innovation consistent with the Foundation’s vision, mission and governing policies. This position has oversight of accounting work related to investments and supervises the Investment Accountant.

 

Specific Responsibilities:

 

Essential Requirements:

 

Preferred Requirements:

 

Work Environment:

At SBF, we value wellness and offer a very generous benefits package, including: up to 15 days of PTO in the first year of employment, sick time, 401K with 4% matching in the first year and an additional 6% of profit sharing after one-year anniversary, fully paid medical and ancillary benefits and more!

No calls, please.