Mutual Fund Manager jobs at UCLA - 5 jobs

Job Title: Annual Fund Manager Reports To: Director of Development Compensation: $70,000 - $90,000 Status: Full-Time, Exempt The Annual Fund Manager plays a critical role in growing CalTrout's annual giving program and cultivating a strong base of loyal, engaged donors. This role is responsible for managing gifts below $2,500 and serves as the primary steward and strategist for CalTrout's broad donor community, including members, monthly donors, and long-time supporters. This position focuses on donor acquisition, retention, and upgrading, with a particular emphasis on understanding what motivates and resonates with annual fund donors. The Annual Fund Manager leads multi-channel fundraising campaigns, builds and evolves a donor loyalty program, and manages CalTrout's gear shop as an integrated engagement and revenue channel. The Annual Fund Manager works closely with the Senior Development Manager to ensure a thoughtful and seamless pathway for donors who demonstrate readiness to transition into mid-level and major giving. This role collaborates extensively across the organization, partnering with communications, programs, events, operations, and regional staff to deliver a consistent and compelling donor experience. Key Responsibilities Annual Fund & Membership Growth Develop and execute strategic annual giving campaigns to increase donor acquisition, retention, and upgrades, with a focus on gifts below $2,500. Lead CalTrout's annual fund strategy, including appeals, renewals, and seasonal campaigns. Oversee and grow the monthly giving program, ensuring strong retention, engagement, and clear value for recurring donors. Collaborate with the marketing and communications team to create compelling, donor-centric messaging across direct mail, email, social media, and digital channels. Support donor segmentation and targeting efforts to tailor outreach based on donor behavior, interests, and giving history. Donor Stewardship & Pipeline Development Design and implement a donor loyalty program that recognizes and deepens engagement among annual fund donors and long-time supporters. Develop donor engagement journeys that prioritize meaningful connection, consistency, and long-term value rather than transactional giving. Partner with the Senior Development Manager to identify annual donors who show capacity and interest in mid-level or major giving and support smooth handoffs. Work with the Donor Relations Manager, the Community and Partnerships Manager, and the portfolio manager as needed to create accessible and mission-aligned donor engagement opportunities, including events, briefings, and volunteer experiences. Campaign & Data Management Lead and implement multi-channel fundraising campaigns, including year-end giving, Giving Tuesday, spring appeals, and other targeted initiatives. Oversee peer-to-peer fundraising campaigns, including campaign setup, promotion, participant engagement, and performance tracking. In collaboration with the Database Administrator, analyze donor data and trends to inform strategy, test new approaches, and continuously improve results. Track and report on KPIs, campaign performance, donor retention, and engagement metrics. Gear Shop Management Supervise and mentor the Development Associate, providing ongoing feedback, support, and professional development opportunities. Ensure the Development Associate effectively supports donor stewardship, event logistics, gift processing, and database management. Foster a culture of collaboration, learning, and continuous improvement within the development team. Collaboration of Cross-Team Coordination Work closely with the Director of Development and Senior Development Manager to align annual fund strategies with broader individual giving goals. Collaborate with communications, programs, events, operations, and regional staff to ensure consistent donor messaging and experience across touchpoints. Support corporate matching gift efforts, workplace giving, and other annual-fund-adjacent opportunities. Partner with board members, staff, and volunteers to amplify annual giving efforts and donor engagement. Qualifications Education: Bachelor's degree in nonprofit management, marketing, business, communications, or a related field, or equivalent experience. Experience: Minimum of 3 years of experience in annual giving, membership management, or donor relations, ideally within an environmental or conservation-focused organization. Demonstrated success managing fundraising campaigns and growing donor participation and revenue. Technical Skills: Proficiency in CRM software, digital fundraising platforms, donor analytics tools, and Microsoft Office Suite. Strong project management skills with experience in multi-channel fundraising campaigns. Soft Skills: Excellent written and verbal communication skills with the ability to translate mission and impact into donor-relevant language. Strong analytical and strategic thinking skills. Highly collaborative, organized, and proactive, with the ability to manage multiple priorities effectively. Key Competencies: Strategic Thinking - Ability to plan, execute, and refine annual fund strategies that support long-term organizational goals. Donor-Centered Curiosity - An innate curiosity about what motivates, inspires, and resonates with annual fund donors, paired with a willingness to test, learn, and iterate. Communication Skills - Strong written and verbal communication skills that connect donor values to CalTrout's mission and impact. Creative Thinking - A proactive, creative, and solutions-oriented approach to donor engagement and fundraising challenges. Listening & Empathy - Ability to listen deeply to donor needs and perspectives and reflect those insights into engagement strategies. Fundraising Knowledge - Solid understanding of annual fund best practices, stewardship principles, and ethical fundraising standards. Goal Orientation & Resilience - Results-driven with the persistence to navigate challenges and sustain momentum. Project Management - Strong organizational skills to manage overlapping campaigns, timelines, and collaborations. Collaborative Approach - Comfort working across departments and with a wide range of stakeholders. Mission-Driven Focus - Genuine commitment to CalTrout's conservation mission and the ability to communicate its urgency and impact with authenticity. Benefits: California Trout offers competitive compensation commensurate with experience; health benefits (medical, dental, and vision), retirement plan with matching, generous holidays, PTO benefits, and sabbatical leave. California Trout (CalTrout) is a highly recognized and effective 501(c)3 conservation organization headquartered in San Francisco. For over 50 years, CalTrout has championed a remarkable number of initiatives focused on solving complex resource issues that balance the needs of fish and people. CalTrout has six regionally based offices located in key geographies where wild fish influence local communities. Our professional staff drives innovative, science-based solutions that work for the diverse interests of fish, farms, commerce and the community. CalTrout is backed by a passionate Board of Directors, along with highly committed donors and a strong membership base. In 2021, its 50th anniversary year, CalTrout has completed a three-year strategic plan and has launched a $5M Impact Fund campaign. CalTrout is making a significant investment in growing its fundraising team. This expansion offers a distinct opportunity to join a powerful team of dedicated conservationists and to play a meaningful role making California a better place for future generations. Diversity: CalTrout does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other applicable legally protected characteristics. We're passionate about creating an inclusive workplace that promotes and values diversity. Companies that are diverse in age, gender identity, race, sexual orientation, physical or mental ability, ethnicity, and perspective are proven to be better companies. More importantly, creating an environment where everyone, from any background, can do their best work is the right thing to do.

MEXICAN AMERICAN OPPORTUNITY FOUNDATION Special Projects Manager Department: MAOF Administration Reports To: Chief Operating Officer (COO) FLSA Status: Exempt Annual Salary: $85,000 - $95,000 Summary The Special Projects Manager will serve as a strategic partner to the COO, driving high-impact initiatives that align with the organization's mission and long-term vision. The Special Projects Manager will oversee the planning, execution, and evaluation of priority projects assigned by the COO; facilitate coordination across departments; and support executive communications. The role also includes managing timelines, budgets, and deliverables; representing the COO in internal and external meetings; and ensuring follow-through on organizational goals and strategic directives. This is an in-person position. It is full-time, Monday through Friday, with occasional evenings and weekends available. This position requires regular driving and travel to all MAOF sites, as well as attending conferences, trainings, and other work-related events as needed; travel is not limited to specific locations. Essential Duties and Responsibilities Serve as a key advisor and thought partner to the COO. Lead the planning, development, and execution of organizational initiatives and cross-functional projects. Track progress on strategic priorities and ensure alignment with organizational goals. Monitor and manage project timelines, milestones, and budgets to ensure timely delivery. Prepare materials, reports, presentations, and executive summaries for the COO. Represent the COO in meetings and communications with internal teams, external partners, and stakeholders. Ensure follow-through on action items, decisions, and directives issued by the COO. Work collaboratively with program, operations, HR, finance, and development departments to advance high-impact initiatives. Conduct research, analyze data, and provide strategic recommendations. Coordinate high-level events, convenings, and special initiatives aligned with MAOF's strategic priorities. Maintain confidentiality and discretion in all matters, especially those involving executive leadership and organizational planning Perform other duties as assigned. Education and Experience Bachelor's Degree required, preferably with an emphasis in Public Administration, Business, Nonprofit Management, or a related field. Minimum of 5 years of progressive experience in project management, strategic planning, or executive-level support. Qualifications Demonstrated experience managing complex projects from concept to completion. Strong written and verbal communication skills, including executive-level writing. Excellent organizational, analytical, and interpersonal skills. Ability to manage multiple priorities under pressure and with tight deadlines. High level of discretion, integrity, and professionalism. Proficient in Microsoft Office Suite, project management tools, and collaboration platforms. Bilingual (English/Spanish) preferred. Collaborative team player with initiative, adaptability, and a solutions-oriented mindset. Ability to represent MAOF with professionalism, diplomacy, and credibility. Commitment to the values of equity, inclusion, and community empowerment. Must be available to travel and attend occasional evening or weekend events. Ability to work both in a professional office environment and in community settings with diverse populations. Special Requirements This position requires regular driving and travel to all MAOF sites, as well as attending conferences, trainings, and other work-related events as needed; travel is not limited to specific locations. Must possess a valid California Driver's License, have access to a reliable motor vehicle, and maintain appropriate automobile liability insurance coverage. Must be willing to travel and attend occasional evening or weekend events. Work Environment This position operates primarily in a professional office setting and requires occasional visits to MAOF program sites and outside activities. The role routinely uses standard office equipment such as computers, telephones, photocopiers, and filing systems. Travel to external locations for conferences, training, and events is expected as part of regular duties. Physical Demands The physical demands described here are representative of those that must be met to successfully perform the essential functions of the Government Relations Manager position: Regularly required to communicate effectively through speaking and listening. Frequently required to stand, walk, use hands to handle or feel objects, and reach with arms. Occasionally required to lift and/or move items up to 20 pounds. Must have the ability to travel to various locations as necessary to fulfill job responsibilities. MAOF Sponsored Benefits: At MAOF, we are committed to supporting the overall well-being of our employees. We are proud to offer a comprehensive package of benefits and perks for full-time employees, with select benefits also available to part-time employees. Personal Time Off (PTO) - (Vacation/personal days or sick time). Paid Sick Time - 48 hours. Paid Holidays per Calendar Year - 12 paid holidays. Bereavement Leave - 5 paid days. Jury Duty - 5 paid days. Medical, dental, and vision insurance Paid 100% by MAOF. 403(b) Retirement Plan - 5% employer match - 100% vested. Basic Life and Accidental Insurance. Pet Insurance. Supplemental life insurance. Professional development opportunities.

Senior Director, Portfolio Management Suite: Credit Risk and Loan Administration Department: Portfolio Management Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia). Salary Range: $99,500 - $110,600 About Nonprofit Finance Fund Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values. About This Role Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve. NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required. What You Will Do Essential responsibilities for this role include, but are not limited to: Portfolio Monitoring & Risk Management (35%) Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults Relationship Management & Customer Service (35%) Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions Serve as the primary post-closing relationship manager for NFF borrowers Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues Compliance, Documentation & Workout Management (20%) Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies Meetings and Other Duties As Assigned (10%) Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change Who You Are and Minimum Qualifications Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields Formal Commercial Credit training from a recognized bank or institution A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points Advanced knowledge of Excel with the ability to perform financial analysis and modeling Proficient experience in analyzing complex financial statements and tax returns Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc. Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications All other equivalent combinations of work experience and training/education will also be considered The Strongest Candidates Will Have/Be Commitment to NFF's values and mission Experience working with communities with historical disinvestment Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to collaborate with a dynamic and mission-driven team Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment Benefits and Compensation NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.

Senior Director, Portfolio Management Suite: Credit Risk and Loan Administration Department: Portfolio Management Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia). Salary Range: $99,500 - $110,600 About Nonprofit Finance Fund Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values. About This Role Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve. NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required. What You Will Do Essential responsibilities for this role include, but are not limited to: Portfolio Monitoring & Risk Management (35%) Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults Relationship Management & Customer Service (35%) Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions Serve as the primary post-closing relationship manager for NFF borrowers Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues Compliance, Documentation & Workout Management (20%) Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies Meetings and Other Duties As Assigned (10%) Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change Who You Are and Minimum Qualifications Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields Formal Commercial Credit training from a recognized bank or institution A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points Advanced knowledge of Excel with the ability to perform financial analysis and modeling Proficient experience in analyzing complex financial statements and tax returns Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc. Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications All other equivalent combinations of work experience and training/education will also be considered The Strongest Candidates Will Have/Be Commitment to NFF's values and mission Experience working with communities with historical disinvestment Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to collaborate with a dynamic and mission-driven team Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment Benefits and Compensation NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.