Senior Endowment Analyst

Profile

Senior Endowment Analyst

The candidate work includes: To perform a variety of endowment research, writing, accounting, and computing activities related to the establishment, maintenance, and review of the College’s endowment funds. To participate in formulating procedures related to the implementation of the Endowment Office’s responsibilities for endowment fund administration, data management, and fund review. To coordinate with and advise other College offices and departments on matters within area of expertise, including the process for requesting judicial release on endowment restrictions that have become impracticable of fulfillment. Evaluates supporting documentation for new endowments and determines donor intent and the legal, financial, and administrative obligations incumbent upon the College. Researches files in various College areas to locate relevant documents such as donor letters, wills, and trusts. Classifies the fund and ensures supporting documentation is maintained in a digital repository and relevant fund files. Communicates with various offices to clarify endowment fund policies, and enforce observance of fund policies and procedures. Addresses any problems or concerns associated with the acceptance of restricted endowment gifts, and initiates or recommends corrective action when appropriate and/or informs offices of the necessary College approvals. Communicates with fiscal officers and other relevant personnel to obtain information about the current utilization of endowments. Identifies issues related to the use and/or administration of endowments to ensure compliance with donor restrictions. Identifies areas in which the income and/or principal are available for broader utilization to provide the College with greater flexibility. Records and presents review results in various formats, including spreadsheets, and written reports. Responds to questions about existing endowment fund terms as needed. Provides the development offices with language for new endowment agreements as requested, including guidance on specific language to address complicated and unusual circumstances. Prepares a comprehensive narrative summary of fund terms for use by the financial and development areas of the College. Provides support for the Office of General Counsel and/or Outside Legal Counsel reviewing and editing documents related to judicial and non-judicial release of endowment restrictions. Recommends and assists in the refinement of fund review procedures, and the development of improved formats for storage and presentation of review results. Uses the College’s Gift Recording and General Ledger systems to gather relevant financial information for fund reviews. Compiles accounting history of funds and reconciles balances to the Endowment Fund System (Fundriver). Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. Performs other duties as assigned. Should have Bachelor’s degree or the equivalent combination of education and experience. Must have excellent writing, organizational, research, and analytical skills. Should have excellent communication and interpersonal skills. Paralegal degree or certificate is desired.

Additional Information

Position Number 1012229

Company info

Dartmouth College
7 Rope Ferry Road
Hanover
New Hampshire
United States 03755-1404
Website : http://www.dartmouth.edu