Gift Securities Operations Manager
- Employer
- Stanford University
- Location
- Business Affairs: Financial Management Services (FMS), Redwood City, California, United States
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- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
- Manage staff in the day-to-day operations of the Gift Securities team for all publicly traded securities gifts and inquiries. Ensure work completion within schedule and constraints.Assist our donors and their financial representativesAuthorize our brokerage partners to enter trading instructions to liquidate gift assets following a disciplined and well-established liquidation process.Assist the Director with hiring and retaining staff, career coaching, personal development, and accountable for the performance of direct reports.Run and analyze financial reports, often from multiple systems, prepare management information reports. Reconcile information from various systems, statements, reports to ensure integrity and accuracy.Maintain and review accounting process controls; recommend and implement any approved modifications; perform preliminary analysis and recommend solutions. Develop and maintain desktop procedures and process documentation for area of responsibility.Execute internal control programs established by management, research new regulations, and recommend and implement approved changes. May manage compliance program for area of responsibility and create complex compliance reports.Contribute to unit and organization strategy; assist in developing change management plans and materials as needed. Participate as a member of a project team; support new initiatives. Make decisions determining an approach to managing and completing processes.Participate in critical analysis of existing systems and processes, identify opportunities for process improvement. Define requirements, develop and implement complex test cases, perform system testing and analyze results.Collaborate with colleagues in the Office of Development to develop training webinars for our development officers to ensure successful gift securities transfers.Work closely with the Office of Planned Giving and our investment attorneys to review non-public gift documentation and determine appropriate next steps to facilitate the transfer of these gifts.Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements to ensure proper application of fund terms.Serve as a resource to local units and other departments to resolve accounting-related issues.May act as a lead, trainer, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise.
- Bachelorâs degree plus four years of applicable experience, or combination of education and relevant work experience.3-5 years customer service experience required.
- Demonstrated supervisory skills including conflict resolution.Excellent planning and organizational skills.Demonstrated communication skills, including the ability to clearly and effectively communicate information to internal audiences and client groups, both orally and written.Broad understanding of various investment products and complex instruments. Working knowledge of investment operations, custody and mutual fund accounting environment, and ancillary asset management service providersEffective interpersonal skills.Solid analytical and problem-solving skills.Strong expertise in business and management computer applications and databases.Proficiency in industry standards and/or regulatory requirements.Subject matter expertise for area(s) of responsibility.Advanced proficiency in business applications, such as Microsoft Office; Advanced Excel skills, Google Suite.Understanding of and ability to apply accounting skills and concepts.Knowledge of Generally Accepted Accounting Principles.Demonstrated project management skills and ability to contribute as part of a project team.
- Attention to detail, accuracy, and the ability to prioritize multiple tasks to meet deadlines and customer service response standards.Strong customer-oriented approach to managing solutions.Experience working in a university environmentDemonstrated knowledge of and experience with ERP systems, preferably Oracle, with proven ability to apply knowledge to understand new systems and processes.Proven ability to apply knowledge to analyze and interpret business policies and external regulations and translate them into compliant and efficient accounting processes.Ability to observe trends in data, recommending and helping to implement solutions to increase efficiency, effectiveness, and accuracy of data.3-5 years brokerage firm back-office operations experience preferred.Understanding of SEC stock restrictions preferred.Stock trading experience desired
- Constantly perform desk-based computer tasks and use a telephone.Frequently sit, sort, file paperwork or parts, grasp lightly, and use fine manipulation, lift, carry, push and pull objects that weigh 11-20 pounds.Occasionally write by hand, twist, bend, stoop and squat.Rarely stand, walk, reach or work above shoulders.
- Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.A caring culture. We provide superb retirement plans, generous time-off, and family care resources.A healthier you. Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits.Discovery and fun. Stroll through historic sculptures, trails, and museums.Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more!Redwood City. Our new Stanford Redwood City campus, which opened in 2019, is the workplace for approximately 2,700 staff, including FMS, whose jobs are important to supporting the universityâs mission. The campus will offer amenities such as onsite cafes and a dining pavilion, a high-end fitness facility with an outdoor pool, and a childcare center for Stanford families. We pride ourselves in being a culture that encourages and empowers you.
- Schedule: Full-time
- Job Code: 4141
- Employee Status: Regular
- Grade: J
- Requisition ID: 105776
- Work Arrangement : Hybrid Eligible
Organization
Change the world. And yourself.
Stanford University has changed the world, over and over again.
We are one of Silicon Valley's largest employers - and also one of the most unique. Our mission is to educate future leaders and promote interdisciplinary, world-class research and teaching. This passion makes Stanford an intensely creative, rewarding, and challenging place to work. At the same time, our traditions of respect and collaboration sustain a humane, supportive environment in which to pursue your life and your career.
At Stanford you'll work with bright, diverse, dedicated people. You'll find encouragement to learn and grow. You'll enjoy excellent benefits and an outstanding environment.
Stanford Facts at a Glance
Opened 1891
Student Enrollment
- Undergraduates: 6,980
- Graduates: 8,897
Campus
- 8,180 contiguous acres in six governmental jurisdictions
- Nearly 700 major buildings
- 97% of undergraduates live on campus
Research
- 5,300 externally sponsored projects
- $1.33 billion total budget
Faculty
- 2,043 faculty members
- 21 Nobel laureates are currently members of the Stanford community
- 5:1 student to faculty ratio
Stanford University is an Equal Employment Opportunity and Affirmative Action Employer and is committed to recruiting and hiring qualified women, minorities, protected veterans and persons with disabilities.
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