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Hobart and William Smith Colleges Logo
Hobart and William Smith Colleges

Geneva, New York

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Stony Brook University

Stony Brook University College of Business

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Acadian Asset Management

Boston, Massachusetts

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All Saints Academy

Winter Haven, Florida

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Greystar

South Carolina, South Carolina

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Carney, Sandoe & Associates

Weston, Massachusetts

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Northeastern University

Boston, Massachusetts

Mosaic

Houston, Texas

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Princeton University

Princeton, NJ, US, 08544

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AMLI Residential

Chicago, Illinois

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New York University

New York, NY, US, 10001

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Federated Hermes, Inc.

Pittsburgh, Pennsylvania

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Care Synergy

Denver, Colorado

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Greystar

Charleston, South Carolina

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BH Management Services, Inc.

Denver, Colorado

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Virginia Bankers Association

Glen Allen, Virginia

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Stockbridge Capital Group

San Francisco, California

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M & M Corporate Services Inc.

Palo Alto, California

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American Historical Association

Washington, D.C.

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LIPA

Uniondale, New York

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Texas Christian University

Fort Worth, Texas

National Rural Electric Cooperative Association

Arlington, Virginia

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Senior Investment & Financial Planning Associate
 Reporting to the Chief Financial Officer (CFO), the Senior Investment & Financial Planning Associate will support the Academy’s endowment which approximates $900 million and provide substantial support to the Academy’s CFO with financial planning and long-range forecasting. The Academy’s endowment is directly managed by the Board’s Endowment and Investment Committee. The position will work closely in support of the Endowment and Investment Committee and the Chief Financial Officer. The role will work closely in collaboration with Monticello Associates, the investment consultant for the Academy’s endowment. The role will be an integral part of all endowment activity with transparency and impact on all aspects of endowment management. Primary Duties and Re


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