Athens County Foundation Seeks Investment Advisory Partner
All proposals (pdf format) must be emailed to kerry@athensfoundation.org on or before July 1, 2024 5:00 PM EST.
The Athens County Foundation (ACF) is on the lookout for an Investment Advisory Partner to help manage its growing portfolio and advance its mission of fostering community development in Athens County. With over $11 million in assets, ACF plays a pivotal role in driving local initiatives that enhance the quality of life for all residents. This partnership aims to leverage financial expertise to maximize returns while adhering to the foundation’s values of inclusion, collaboration, courage, hope, and trust.
Key Responsibilities
The selected Investment Advisory Partner will be tasked with several critical responsibilities, including:
- Strategic Investment Management: Develop and execute investment strategies that align with ACF’s mission and financial goals.
- Performance Monitoring: Regularly review and report on the performance of the foundation’s investment portfolio, ensuring transparency and accountability.
- Risk Management: Identify and mitigate potential risks to protect ACF’s assets and ensure long-term financial stability.
- Collaboration: Work closely with the ACF board and finance committee to provide insights and recommendations that support informed decision-making.
Qualifications
Ideal candidates should possess a strong background in investment management, with a proven track record of working with non-profit organizations or community foundations. Essential qualifications include:
- Extensive experience in managing diverse investment portfolios.
- Strong analytical skills and the ability to develop innovative investment strategies.
- Excellent communication skills, enabling effective collaboration with ACF stakeholders.
- Commitment to ACF’s values and mission, demonstrating a passion for community development and social impact.
Why Partner with ACF?
Partnering with ACF offers a unique opportunity to contribute to meaningful community development efforts in Athens County. By managing ACF’s investment portfolio, the advisory partner will play a crucial role in ensuring the foundation’s financial health and its ability to fund critical programs and initiatives. This partnership is not just about financial growth, but also about fostering a thriving, inclusive, and resilient community.
How to Apply
Interested candidates are invited to submit their proposals detailing their qualifications, experience, and approach to investment management. Proposals should also include references and examples of past work with similar organizations.
For more details on the application process and to review the full RFP document, please dowload the RFP document linked above.
All proposals (pdf format) must be emailed to kerry@athensfoundation.org on or before July 1, 2024 5:00 PM EST.
For any questions and concerns, please email Kerry at kerry@athensfoundation.org.