Assistant Director- Fund Management

Department: Gift Compliance&Stewardship

Salary: Commensurate with Experience/Education

Description: Directs an ongoing university program to ensure that prescribed activities are carried out in accordance with its mission and/or specified objectives. Prepares short- and long-term goals and objectives.

1. Plans, develops and administers methods, strategies and procedures for meeting program objectives; directs and oversees the daily activities of staff members.
2. Prepares and monitors the annual budget and ensures that expenditures are within budget allocation.
3. Directs and coordinates personally, or through subordinate personnel, activities concerned with carrying out the objectives of the program.
4. Directs the preparation of and reviews reports and records of activities to ensure progress is being accomplished toward specified program objectives; modifies or changes methodology as required to redirect activities and attains objectives.
5. Analyzes trends within program areas, maintaining expert awareness of program information and change needs.
6. Formulates, implements, and maintains appropriate policies and procedures concerning program administration.
7. Manages and administers grant for program, including meetings, communication coordination, scholarships and other operations.
8. May prepare or participate in the preparation of proposals to obtain grants from state and federal agencies, and private foundation sponsors.
9. Performs other job-related duties as assigned.

MQ: Education: Requires a thorough understanding of both theoretical and practical aspects of an analytical, technical or professional discipline; or the basic knowledge of more than one professional discipline. Knowledge of the discipline is normally obtained through a formal, directly job-related 4-year degree from a college or university or an equivalent in-depth specialized training program that is directly related to the type of work being performed.

Experience: Requires a minimum of three (3) years of directly job-related experience.

• Conducts a comprehensive and collaborative audit of donor-funded endowments
• Coordinates the movement of dollars across the UH system
• Categorizes endowed funds for action; gains an understanding of agreements and policies to categorize action paths to resolution.
• Communicates regularly and proactively the status and scope of findings to multiple stakeholders
• Supports UHS in fulfilling its responsibilities for fund compliance by ensuring funds are expended in accordance with donor intent and that administrative obligations of the gift agreement are met.
• Serves as the key point of contact for partners across the System for the establishment and creation of new gift funds and cost centers within the institution
• Optimizing the use of the CRM to enhance compliance
• Work closely with technological tools to further digital filing system
• Coordinate reporting for activating endowed funds
• Create and manage a fund audit process to ensure compliance with donor restrictions and university policies
• Create and manage process of endowment and current use fund establishment to ensure smooth transition from the Gift Agreement team to Gift Administration to Stewardship
• Create cross departmental relationships with CBAs/DBAs to complete tasks within Gift Administration
• Identifies process improvements and works with colleagues and leadership to develop and implement process improvements
• Is the subject matter expert of designations and funds, working closely with the systems and reporting team to ensure consistency

Priorities: - Endowment Audit results -Fixing endowments -Holding Account Monitoring -Relationships with CBAs/DBAs to move funds

Skill set: Curious, analytical, attention to detail, skills in excel, willingness, ambitious, goal driven, transparent, transferable skills