Alternative Investment Oversight Manager
Your Opportunity
Your opportunity
DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
Our opportunity:
The position of Manager of Alternative Investment (Alts) Oversight is primarily responsible for processing and managing initial Alts subscription, contribution processes as well as Alts inquiries from advisors, fund managers, administrators and internal team members. This position will report to the Sr. manager of Alternative Investment Oversight.
What you’ll do
- Prepare, review and submit initial alternative investment subscription and contribution documents to meet the initial subscription and contribution deadline.
- Coordinate with donors, advisors, fund managers, administrators, authorized signers and legal team to complete subscription documents and side letters for alternative investments recommended by Investment Advisors
- Respond to process requests and inquiries from funds and administrators for items (such as AML/KYC support, LPA amendments, consents, etc.)
- Escalate critical risk-controlled decisions in a timely fashion during initial subscription and contribution process.
- Provide direction, instructions, guidance, and assistance to other team members, as necessary
- Maintain Alts subscription/contribution data to Ops Central
- Manage Alts team functional boxes and respond to the external parties, if necessary
- Handle Cross-functional management, prioritization, and collaboration with internal (AIts-Due Diligence Reviews, Investment Oversight team, Accounting, etc.) and external business partners (Fund Administrators, Investment Advisors, etc.)
- Other Alts Oversight assignments as assigned by the Sr. Manager of Alts Oversight
What you have
Required Qualifications:
- Bachelor’s degree
- Minimum five years of experience in financial institutions
- Experience in reading fund documents and reviewing investment paperwork
- Demonstrated understanding of wide range of alternative investment styles, strategies, and security types
- Proven project manager, problem solving and analytical skills to find solutions and overcome operational barriers to achieve required results
- Interpersonal skills with a proven capability to lead teams and initiatives
- Detail orientation, strong verbal and written communication, team player, and proven cross-functional relationship building skills
- Self-starter with and learning enthusiasm, strong ability to analyze, research, and resolve problems
- Highly organized; able to manage multiple processes effectively
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications:
- Bachelor’s degree
- Minimum five years of experience in financial institutions
- Experience in reading fund documents and reviewing investment paperwork
- Demonstrated understanding of wide range of alternative investment styles, strategies, and security types
- Proven project manager, problem solving and analytical skills to find solutions and overcome operational barriers to achieve required results
- Interpersonal skills with a proven capability to lead teams and initiatives
- Detail orientation, strong verbal and written communication, team player, and proven cross-functional relationship building skills
- Self-starter with and learning enthusiasm, strong ability to analyze, research, and resolve problems
- Highly organized; able to manage multiple processes effectively
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.