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Position Title Investment Accountant Reports to Chief Investment Officer

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Position Title Investment Accountant Reports to Chief Investment Officer Position Title Investment Accountant Reports to Chief Investment Officer Background George Kaiser Family Foundation (GKFF) is a charitable organization dedicated to providing an equal opportunity for young children in Tulsa through investments in early childhood education, community health, social services and civic enhancement. Areas of Responsibility Maintain investment records and documentation for GKFF’s investment assets. Responsibilities will include, but not be limited to: o Maintain and reconcile external asset tracking at GKFF’s custodial bank o Maintaining internal asset tracking o Gathering and managing investment documentation o Coordinate with existing personnel to support management of GKFF’s investment portfolio. Responsibilities will include, but not be limited to: o Tracking portfolio cash flows and liquidity o Assist with Foundation’s audit, 13-F, or other filings o Assist with account openings and closings o Assist with performance tracking and calculation o Aid Investment Team in preparing regular reporting for the Trustees & Investment Committee o Coordinate special projects as requested by GKFF Investment Team. o Coordinate special projects as requested by GKFF/TCF administration. These will include, but not be limited to: . Financial analysis of prospective programmatic investments . Tracking programmatic real estate portfolio . Credit analysis of prospective real estate tenants Qualifications Education Bachelor’s degree with a major in accounting or related field. Experience 2-5 years related experience preferred Previous accounting or financial experience is preferred Proficiencies Ability to work independently in Microsoft Outlook, Word, Excel, Power Point and Adobe Pro Experience in investment custodial services is preferred – experience with Backstop or similar investment tracking software is a plus. Personal characteristics Conducts all activities in alignment with principals and integrity of the George Kaiser Family Foundation Ability to think proactively, perform and adapt in a fast-paced, start-up environment with ongoing refinements to processes and scope of work Commitment to personal and professional growth and development and the ability to incorporate feedback from a wide range of sources into continuous improvement efforts Excellent interpersonal and relationship-building skills and sound judgment, with an emphasis on: o Collaborating with peers and a wide range of partners using a solutions-oriented, strengths-based approach; o Using appropriate judgment to determine how to engage with peers and partners as well as to manage up; o Influencing others without formal supervisory authority; o Actively listening to and empathizing with others; and o Cultural competency: Empathy and ability to build rapport with individuals from various cultures, experiences and backgrounds Good attitude, strong character and creative Able to multitask while maintaining efficiency, establish priorities and proceed with objectives with limited supervision Excellent work ethic, takes pride in their work, pays close attention to detail, is a self- starter Professional appearance, able to establish and maintain positive working relationships internally and externally Effective verbal and written communication skills Highly organized, able to establish and maintain office organization Cover letter and resume are required to apply. Please email cover letters and resumes to: Katie Oliver 7030 S. Yale Avenue, Suite 600 Tulsa, Oklahoma 74136 [email protected] George Kaiser Family Foundation is an equal opportunity employer and does not discriminate on the basis of race, color, religion (creed), gender, age, national origin (ancestry), disability, marital status, sexual orientation, military status, or any other basis made unlawful by applicable federal, state, or local laws or regulations. We are an e-verify employer. If you have a difficulty applying for any job posted on Tulsa Community Foundation’s website because a disability prevents you from using the online system, George Kaiser Family Foundation offers the following alternate application procedure: Contact Human Resources at 918-494-8823, and TCF will arrange for an alternate method of applying and will consider your application together with all other applications received for the job. Please call only for such application assistance. .
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