From time to time The Harry and Jeanette Weinberg Foundation has openings for highly qualified professionals and support personnel who have a strong commitment to the Foundation’s mission of improving the lives of low-income and vulnerable individuals and families.

Finance-Associate Analyst

Location:
Baltimore, Maryland
(offices in Owings Mills)

Reporting Relationship:
Chief Financial Officer

This job posting will close
Jan 15, 2018

Foundation Background/Culture

The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, provides approximately $100 million in annual grants to nonprofits that provide direct services to low-income and vulnerable individuals and families, primarily in the United States and Israel. Grants are focused on meeting basic needs and enabling an individual to live as independently as possible. Since 1980, the Foundation has distributed grants totaling more than $2 billion, and current assets total $2.3 billion. The Foundation administers the majority of its funding in its priority communities: Maryland, Northeastern Pennsylvania, Hawaii, Greater Chicago, New York City, San Francisco, rural communities in the United States, and Israel. These areas are hometowns representing personal ties to the life and legacy of Harry Weinberg, as well as the Foundation's trustees.

Job Purpose

The Associate Analyst position is an entry-level position that will contribute to the continuous improvement of business systems and reporting processes with a strong dedication to new technology initiatives. Will work closely with the Finance Team and users with the intent to develop their skills and new business solutions. Help troubleshoot reporting and processing problems and assist in upgrades to any of the financial or other systems. The position will also support the cash disbursement process relating to grants and other operating expenses. This position requires excellent organizational, analytical, computer and prioritization skills, and the ability to work well in a fast-paced team environment. The successful candidate will be an enthusiastic, effective member of the finance team.

Responsibilities

  • Understand the business processes and assists with the continuous improvement of these processes and systems.
  • Participate in meetings to facilitate the understanding, clarification, and implementation of business requirements.
  • Understand the organization's direction, structure, and business issues and data challenges.
  • Assist in the documenting of business / system process flows.
  • Prepare reports, charts, graphs, and other statistical information.
  • Must be flexible and willing to undertake a wide variety of challenging tasks.
  • Initiate, recommend, or provide solutions to challenges facing the organization.
  • Support the cash disbursement processes.
  • Assist with month-end close as necessary.
  • Performs other duties as assigned.

Qualifications and Skills

General:

  • Bachelor’s degree in related field required, ideally with dual major in Finance and Information Technology.
  • Must possess strong financial, analytical, organizational, and quantitative skills, and ability to coordinate complex activities, prioritize conflicting demands and meet deadlines with a quality, accurate work product.
  • Must be highly motivated, be able to work independently and possess strong written and oral communication skills, with the ability to communicate effectively at all levels.
  • Incumbent is expected to demonstrate strong ethics, strong interpersonal and communication skills to represent the interests of The Harry and Jeanette Weinberg Foundation both within and outside the organization.

Specific:

  • Ability to develop new ideas and creative solutions.
  • Ability to think adaptively and operate quickly in a dynamic financial and business environment.
  • Experience with accounting software packages, working with Great Plains a plus
  • Experience with database report creation (like GP Management Reporter)
  • Understanding of ERP database table relationships
  • Ease of learning and using multiple software programs
  • Experience with Excel functionality (pivot tables, formula usage, large data manipulation)
  • General understanding of financial operations.
  • Ability to work evenings during peak periods.
  • Demonstrate a meticulous attention to detail.
  • Have a sense of irony and humor.
  • Initiate recommendations and solutions to challenges.
  • Work well with other staff to deliver work accurately and quickly.
  • Manage work efficiently and productively
  • Maintain strict confidentiality.
  • Demonstrate a high level of friendly and professional customer-service with internal and external individuals.

Successful applicants will be required to answer questions by email, participate in multiple interviews, provide strong current references and authorize a full background check.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state and local equal opportunity laws. The foundation encourages all qualified applicants to apply.

Interested candidates should submit a cover letter and resume including a summary of relevant work experience and a statement of particular interest in this position, along with salary range requirements, to the following email financeassociate@hjweinberg.org. If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission. No phone calls, please. Thank you.

Receptionist/ Administrative Assistant

Location:
Baltimore, Maryland
(offices in Owings Mills)

Reporting Relationship:
GIFTS Administrator/Executive Assistant

This job posting will close
Jan 12, 2018

Foundation Background/Culture

The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, provides approximately $100 million in annual grants to nonprofits that provide direct services to low-income and vulnerable individuals and families, primarily in the United States and Israel. Grants are focused on meeting basic needs and enabling an individual to live as independently as possible. Since 1980, the Foundation has distributed grants totaling more than $2 billion, and current assets total $2.3 billion. The Foundation administers the majority of its funding in its priority communities: Maryland, Northeastern Pennsylvania, Hawaii, Greater Chicago, New York City, San Francisco, rural communities in the United States, and Israel. These areas are hometowns representing personal ties to the life and legacy of Harry Weinberg, as well as the Foundation's trustees.

Duties

  • Manage the workflow of the Reception desk which includes, but is not limited to:
    • Opening and closing the front and back lobby doors at the beginning and ending of each day.
    • Answer phones and forward calls/messages (including handling inquiries and unanticipated requests from callers in a calm, professional and problem-solving manner).
    • Receive, sort, and distribute mail in a timely manner.
    • Answer front and back door bells.
    • Monitor the cameras and report any suspicious activity to Jack Meeker or supervisor.
    • Greet and assist guests.
    • Assist vendors as needed (Shred-it, Knott Mechanical, Caterers, etc.).
    • Keep lobby neat and orderly and making sure brochures are stocked on lobby table.
    • Keep the copy room neat, orderly, and stocked.
    • Prepare and routinely update a desk manual for the reception desk.
    • Maintain a clean and orderly desk at all times.
    • Make reservations for the first floor conference room.
    • Make and place signs on the doors for any office closure.
    • Handle all newspapers (making sure all papers are delivered daily to the appropriate staff member).
    • Manage the lunch rotation schedule.
    • Manage the first floor kitchen cleaning rotation.
    • Ensure the Reception desk is covered at all times.
  • Assisting with major events (name tags and other duties needed).
  • Attend regularly scheduled administrative team meetings and contribute to discussions.
  • Provide support for the GIFTS Administrator and Program Assistant Manager, and undertake special projects under their guidance.
  • Assist with typing documents, copying, and faxing, mailing and sending documents by messenger.
  • Assist with the completion of credit card and expense report summaries as directed.
  • Assist with scheduling as necessary (i.e. scheduling meetings, travel, etc. for various staff members).
  • Prepare and process documents for electronic filing for the grantmaking database.
  • Assist with scanning, closing, and archiving grant files.
  • Help to maintain the accuracy and integrity of data entries into the grantmaking database.
  • Provide backup assistance for other Program/Grants Assistants as necessary.
  • Manage mailings and correspondence.
  • Assist with any other projects requested by Foundation staff.

Expectations

  • Arrive at your desk ready to work on time, working throughout the day, minimizing late arrivals and early departures.
  • Arrive to work in appropriate business casual attire, but still complying with the professional casual wear as outlined in the employee handbook -- with the exception of occurrences when required to participate in meetings or events, when business attire is required.
  • Manage your work efficiently and productively without personal or unrelated work interruptions.
  • Work as the front desk attendant and overall administrative assistant on behalf of the Foundation.
  • Demonstrate a high level of friendly and professional customer-service with internal and external individuals.
  • Ensure phone coverage 8:15am to 5:00pm each day (coordinating with other administrative professionals as necessary).
  • Maintain confidential requirements of the position.
  • Partner with the other staff to ensure all work is delivered in accurate, timely manner.
  • Responsible for locking doors at the end of each work day.
  • Maintain a tidy workspace at all times.
  • Maintain a sense of humor

Successful applicants will be required to answer questions by email, participate in multiple interviews, provide strong current references and authorize a full background check.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state and local equal opportunity laws. The foundation encourages all qualified applicants to apply.

Interested candidates should submit a cover letter and resume including a summary of relevant work experience and a statement of particular interest in this position, along with salary range requirements, to the following email receptionist@hjweinberg.org. If the Foundation is interested in speaking with you, expect to be contacted within 30 days after the closing date. No phone calls, please. Thank you.

Investment Analyst

Location:
Baltimore, Maryland
(offices in Owings Mills)

Reporting Relationship:
Jonathan Hook

This job posting will close
Feb 2, 2018

Foundation Background/Culture

The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, provides approximately $100 million in annual grants to nonprofits that provide direct services to low-income and vulnerable individuals and families, primarily in the United States and Israel. Grants are focused on meeting basic needs and enabling an individual to live as independently as possible. Since 1980, the Foundation has distributed grants totaling more than $2 billion, and current assets total $2.3 billion. The Foundation administers the majority of its funding in its priority communities: Maryland, Northeastern Pennsylvania, Hawaii, Greater Chicago, New York City, San Francisco, rural communities in the United States, and Israel. These areas are hometowns representing personal ties to the life and legacy of Harry Weinberg, as well as the Foundation's trustees.

Role
The Investment Analyst plays a critical role on the team in managing all aspects of a large sophisticated institutional investment portfolio. The Analyst position offers an opportunity to gain broad exposure across asset classes in an intellectually stimulating and collaborative environment. The Investment Team operates in a flat organizational structure in which independent thinking, open dialogue and new ideas are actively encouraged. Staff members are expected to develop professionally, work collaboratively across asset classes and assume greater responsibilities according to ability and impact.

Primary Responsibilities

  • Serve as a critical member of the investment team and participate in all aspects of managing a complex institutional investment portfolio.
  • Work collaboratively with the rest of the team by assisting in the due diligence process for existing and prospective investment managers.
  • Analyze investment performance reports and compile portfolio positioning information using third party databases and manager reports.
  • Utilize investment analytic software programs, custodial reports and research management systems on an ongoing basis.
  • Conduct performance measurement and reconciliation, research management and preparation of materials for Board/Investment Committee meetings.
  • Monitor the portfolio’s exposures and liquidity by maintaining and updating various internally managed spreadsheets and databases.  Recommend ways to increase efficiency of reporting.
  • Assist with portfolio operations, legal reviews, trading and rebalancing.
  • Provide instructions to the Foundation’s custodian to ensure appropriate entries are made in performance measurement systems.
  • Maintain Private Equity partnership performance, reporting and unfunded commitment schedules.
  • Maintain relationships and manage information flow with vendors, consultants and managers.
  • Special projects as directed by senior management.
  • Meet with managers onsite and occasionally travel to outside meetings and events.

Skills and Qualifications

  • 0-4 years of professional, related work experience – investment management experience is beneficial.
  • Excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of internal and external audiences.
  • Strong critical thinking skills, a high degree of intellectual curiosity and a desire to take on greater responsibilities and leadership.
  • Ability to work both independently and collaboratively in a demanding and fast-paced environment is required.
  • Broad understanding of investment managers and strategies, and a demonstrated passion for investing.
  • Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long and ad-hoc assignments.
  • Must be detail oriented and have excellent spreadsheet and analytical skills.
  • Must have a commitment to exceptional quality, have the highest ethical standards and have the vision to enhance and further develop the Foundation’s investment portfolio, goals and strategy.
  • Must have the ability to establish effective working relationships with external managers and other constituents.
  • An undergraduate degree or its equivalent is required, preferably in finance or economics.
  • Applicable certifications (examples are CFA/CFP/MBA/CAIA)
  • Demonstrate a meticulous attention to detail.
  • Have a sense of irony and humor.
  • Initiate recommendations and solutions to challenges.
  • Work well with other staff to deliver work accurately and quickly.
  • Manage work efficiently and productively
  • Maintain strict confidentiality.
  • Demonstrate a high level of friendly and professional customer-service with internal and external individuals.

Successful applicants will be required to answer questions by email, participate in multiple interviews, provide strong current references and authorize a full background check.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state and local equal opportunity laws. The foundation encourages all qualified applicants to apply.

Interested candidates should submit a cover letter and resume including a summary of relevant work experience and a statement of particular interest in this position, along with salary range requirements, to the following email investmentanalyst@hjweinberg.org If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission. No phone calls, please. Thank you.