Cleveland, OH, USA · Finance
Director of Treasury & Investments
Cleveland Foundation, Cleveland, OH, USA
Salary $135,000 - $155,000 a year
The Cleveland Foundation, established in 1914 as the world's first community foundation and now holding $4.1 billion in assets, is hiring a Director of Treasury and Investments. The director provides fiduciary oversight of the foundation's treasury and investment program, is a senior member of the treasury and investment team, and reports to the Senior Vice President of Finance, Investments and Treasurer. The job is based at the foundation's headquarters in Cleveland's MidTown neighborhood.
What you will do
- Lead treasury and cash management, including cash flow forecasting, liquidity, banking relationships and the controls that protect the foundation's assets
- Support the foundation's investment strategy, asset allocation, portfolio construction and risk management across public and private markets and the endowment
- Help select, monitor and replace investment managers and advisors, and manage relationships with custodians, banks and nonprofit organizational fund partners
- Support the organizational fund and donor-advised fund investment programs and other fiduciary investment pools
- Monitor performance, allocation, liquidity and risk against benchmarks and policy targets, and report to senior leadership, the board and its committees, and donors
- Support Investment Committee meetings and materials, and bring mission-aligned, place-based and impact strategies into the broader portfolio
- Mentor the treasury and investment staff
Requirements
- A bachelor's degree in investments, finance, mathematics or a related field, with working knowledge of financial accounting and capital markets
- Six to ten years of relevant investment experience
- Advanced Excel modeling and PowerPoint skills, and experience with investment tools including the Bloomberg Terminal
A master's degree, the CFA or CAIA credential (or progress toward one), and experience with board-level investment reporting, manager due diligence or place-based investing are preferred. The salary range is $135,000 to $155,000 a year. Job 4466752, posted September 2, 2026.
Applications go through the Cleveland Foundation careers site.
How to apply
https://recruiting.paylocity.com/Recruiting/Jobs/Details/4466752
Posted 2026-11-09, open through 2027-02-07. Posted by the organization on ExecSearches.