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University of Washington, MANAGER, ENDOWMENT ADMIN & SECURITIES LIQUIDATION

Req #: 110248
Department: TREASURY
Job Location: Seattle Campus
Posting Date: 07/11/2014
Closing Info: Open Until Filled
Salary: Salary is commensurate with experience and education

The University of Washington (UW) is proud to be one of the nations premier educational and research institutions. Our people are the most important asset in our pursuit of achieving excellence in education, research and community service. Our staff not only enjoys outstanding benefits and professional growth opportunities, but also an environment noted for diversity, community involvement, intellectual excitement, artistic pursuits, and natural beauty.

Our Treasury Office has an outstanding opportunity for a full-time Manager, Endowment Administration and Securities Liquidation. This position leads Endowment Administration area within the Treasury Operations group. The Consolidated Endowment Fund (CEF) market value exceeds $2.6B and distributed over $93M in FY2014. The position works closely with donors to help them facilitate their gifts and provides high touch customer services when needed. The Advancement Office considers this position part of their team in helping the University obtain gifts and maintain a positive image of the University. Responsibilities include all aspects of managing the endowment from gift acceptance issues, to processing additions, setting up new endowments, making distributions, analyzing proposed policy changes and reporting.

Additional responsibilities of the position include projecting cash flows, responding to investment policy questions, facilitating securities gifts and accounting for investments. Position will perform senior level reporting related to investments and provide essential support to Advancement Office during capital campaign.

In the gift securities area, the University has seen a dramatic increase in the number of complex stock gifts. Some of these include: restricted public stock, stock in private companies and foreign international stock. This job requires knowledge and interpretation of individual tax law, Securities and Exchange Commission regulations and research in to international tax laws and treaties.

Customers range from department fiscal programmers and administrators to donors large and small, central administration, Deans, the Presidents and Provost Offices, Board of Regents. Must be able to anticipate and address emerging needs by developing relationships with campus, providing education to customers and always thinking about how the work could be done more efficiently and effectively. 
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About Richard C. Wilson