EPIP
The California Wellness Foundation (Cal Wellness) is a private, independent foundation established in 1992 with a mission to protect and improve the health and wellness of the people of California. As one of the largest health-focused foundations in California, with over $1 billion in assets, Cal Wellness is a nationally recognized leader for its strategic core operating support for grantees; public policy grantmaking; and a focus on violence as a public health issue. It is Cal Wellness’s desire to promote equity and level the playing field so that everyone has access to good-paying jobs; healthy and safe neighborhoods; and quality health care services.
The foundation’s current Advancing Wellness grantmaking strategy includes four interrelated portfolios. Since its founding, Cal Wellness has awarded nearly 9,000 grants totaling more than $1 billion. As the foundation looks to the future, it is pursuing new and innovative strategies beyond its core grantmaking to advance its mission, including implementation of new technology systems, development of its public affairs capacity, and establishing mission- and program-related investment portfolios.
Please visit
http://www.calwellness.org
for more information.
ABOUT THE POSITION The Investment Associate will join Cal Wellness’s diverse and growing 5-person finance team headed by the Chief Financial Officer and will report directly to the Director of Investments. Finance oversees the foundation’s money, including our operating budget and our mission-related investments, and collaborates closely with other departments, including Operations and Grants Programs. The Investment Associate will help maximize the endowment and PRIs and manage a larger, more mission-aligned, and more complex investment portfolio. The role offers opportunities to learn and grow within a supportive team, as well as to interact with the CEO, executive management team, and the Board of Directors, including presenting at Investment Committee meetings.
The ideal candidates will align with our mission and values; possess strong analytical and program management skills; demonstrate exceptional communication and relationship-building skills to develop genuine connections with internal team members and external stakeholders; and embody, through lived experience, a DEI lens in their work.
COMPENSATION The target starting annual salary for the Investment Associate is $130,000, with a full salary range of $108,000 to $162,000. Benefits include: health plans (Cal Wellness pays 90-95% of premiums), a generous 401(k) plan with a 16% employer contribution, flexible paid time off, tuition reimbursement (up to $5,250/year), professional development opportunities, matching gifts (we match $2 for every $1 you give to an eligible organization), and a mission-driven work environment.
Applicants should upload a cover letter, resume, and three references (notified in advance of reference outreach) by 5:00 pm PT on Friday, May 6, 2022. The application link is provided below.
Resume review begins immediately. Selected candidates may participate in multiple interview rounds (virtual/in-person) and complete a writing assignment. Reasonable accommodations for the application process are available upon request.
Cal Wellness partners with Walker and Associates Consulting, a Black- and woman-owned firm based in Oakland, for this search. For questions or nominations, email calwellness@walkeraac.com.
Cal Wellness is an equal opportunity and fair chance employer, welcoming diverse candidates, including those with lived experience with the criminal justice system.
This job description summarizes the general scope and level of work and is not exhaustive. Duties may vary from those outlined above.
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The foundation’s current Advancing Wellness grantmaking strategy includes four interrelated portfolios. Since its founding, Cal Wellness has awarded nearly 9,000 grants totaling more than $1 billion. As the foundation looks to the future, it is pursuing new and innovative strategies beyond its core grantmaking to advance its mission, including implementation of new technology systems, development of its public affairs capacity, and establishing mission- and program-related investment portfolios.
Please visit
http://www.calwellness.org
for more information.
ABOUT THE POSITION The Investment Associate will join Cal Wellness’s diverse and growing 5-person finance team headed by the Chief Financial Officer and will report directly to the Director of Investments. Finance oversees the foundation’s money, including our operating budget and our mission-related investments, and collaborates closely with other departments, including Operations and Grants Programs. The Investment Associate will help maximize the endowment and PRIs and manage a larger, more mission-aligned, and more complex investment portfolio. The role offers opportunities to learn and grow within a supportive team, as well as to interact with the CEO, executive management team, and the Board of Directors, including presenting at Investment Committee meetings.
The ideal candidates will align with our mission and values; possess strong analytical and program management skills; demonstrate exceptional communication and relationship-building skills to develop genuine connections with internal team members and external stakeholders; and embody, through lived experience, a DEI lens in their work.
COMPENSATION The target starting annual salary for the Investment Associate is $130,000, with a full salary range of $108,000 to $162,000. Benefits include: health plans (Cal Wellness pays 90-95% of premiums), a generous 401(k) plan with a 16% employer contribution, flexible paid time off, tuition reimbursement (up to $5,250/year), professional development opportunities, matching gifts (we match $2 for every $1 you give to an eligible organization), and a mission-driven work environment.
Applicants should upload a cover letter, resume, and three references (notified in advance of reference outreach) by 5:00 pm PT on Friday, May 6, 2022. The application link is provided below.
Resume review begins immediately. Selected candidates may participate in multiple interview rounds (virtual/in-person) and complete a writing assignment. Reasonable accommodations for the application process are available upon request.
Cal Wellness partners with Walker and Associates Consulting, a Black- and woman-owned firm based in Oakland, for this search. For questions or nominations, email calwellness@walkeraac.com.
Cal Wellness is an equal opportunity and fair chance employer, welcoming diverse candidates, including those with lived experience with the criminal justice system.
This job description summarizes the general scope and level of work and is not exhaustive. Duties may vary from those outlined above.
#J-18808-Ljbffr