OHSU

Open Positions

 Investment Analyst

OHSU Foundation seeks an Investment Analyst I to focus on delivering investment reconciliation, due diligence analysis and performance review for investments held in the foundation’s endowment portfolio. The ideal candidate must have a strong interest in global financial markets and monitor financial press releases, market trends, opportunities and risks in the overall market and assess any potential impact they may have to the foundation’s investment portfolios. Other responsibilities include establishing and conducting the accounting and reporting process which will be used to determine the fair value of the foundations alternative investments. This person will be key in assisting the Director of Finance in determining fair value measurements and disclosures, selecting appropriate valuation methods, identifying and adequately supporting significant assumptions used, preparing the valuation, and ensuring that the presentation and disclosure of the fair value measurements are in accordance with GAAP. Possessing strong financial modeling skills, a keen understanding of portfolio asset allocation theory and investment performance analysis are essential to the position.

Duties and Responsibilities

  • Evaluate monthly fund valuation and communications received from multiple investment managers
  • Review the audited financial statements received from investment managers
  • Reconcile the monthly fund valuation to the audited fund financial statements
  • Produce, send and track semi-annual confirmations to investment managers
  • Develop mechanisms to monitor portfolio performance and validate unaudited valuation information
  • Determine fair value of investment to be recorded in the financial statements
  • Interact with investment manager to gain an understanding of the investment strategy, the nature of the underlying investments, fund valuation process, and fund internal control structure
  • Document and track key information about investment managers and specific fund investments
  • Annually request and read fund organizational documents and other relevant information
  • Work with Foundation Investment Consultant to gain an understanding of the due diligence completed by the Investment Consultant
  • Develop relationships with investment managers
  • Conduct face to face and telephonic meetings with the investment funds’ management team as necessary
  • Develop plan for due diligence to be conducted on site and by attendance at annual meetings as determined by the VP & CFS. Develop due diligence process for these onsite meetings. Recommend strategy for staffing of these activities.
  • Some onsite/annual meeting due diligence travel may be required; however, the onsite due diligence duties will be split among the Investment Analyst, Director of Finance and VP & CFS
  • Prepare Investment Reconciliations identifying differences between investment statements and reconciliation schedules. Initiate any corrective action necessary
  • Perform investment accounting, investment return calculations, endowment administration and some general ledger duties
  • Assist in recommending appropriate accounting treatment for alternative investments
  • Assist in preparing financial statement footnotes and disclosures for alternative investments
  • Assist in assessing the tax implications and required tax reporting for each investment

Knowledge, skills and abilities required (unless preferred is noted):

  • Understanding of traditional and alternative investment strategies
  • Working knowledge of Generally Accepted Accounting Principles, investment accounting and tax reporting
  • Ability to interpret and analyze financial statements and reports
  • Advanced knowledge and facility in PC based software applications, including spreadsheet preparation and modification
  • Experience working with automated databases
  • Excellent oral and written communication skills

Education, Experience, and Working Conditions:

  • Bachelor’s degree in accounting, finance, or business administration, or equivalent experience
  • Minimum of 5 years of experience in investment, tax and general accounting
  • Occasional hours outside of normal work hours for meetings or programs
  • Travel to local Portland areas required (primarily OHSU campus)
For immediate consideration, please apply online through our career center.

Development Coordinator, President's Office

OHSU Foundation seeks a Development Coordinator reporting to and supporting the president of OHSU Foundation. The incumbent will manage the flow of information supporting a busy, high profile office; often with competing demands and time constraints and have the capacity to think and act strategically to align with the president’s goals. S/he must be extremely organized, efficient and be capable of independent decision making in support of the president. This position requires the ability to confidently and respectfully interface with board members, faculty, OHSU leadership, donors and business leaders.

Duties & Responsibilities:

  • Manages flow of information on behalf of president by, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
  • Supports president in meeting preparedness and follow up, including gathering necessary support/briefing material; disseminating assignments after meetings and tracking follow-up steps
  • Facilitates president’s work by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
  • Maintains president's calendar by planning and scheduling meetings, conferences, teleconferences, travel, and project/work time.
  • Determines importance of internal and external meeting requests; prioritizes and schedules accordingly.
  • Ensures president’s prospect pipeline is accurate and current at all times
  • Completes projects by assigning work to administrative staff; following up on results.
  • Prepares presentation-ready reports by collecting and analyzing information.
  • Maintains donor confidence and protects operations by keeping information confidential.
  • Represents the president and Board with potential donors, current donors, OHSU and foundation colleagues, volunteers and community members.
  • Provides general support as needed or requested in the areas of projects, budgets, deposits, expense reimbursements, invoices, and office supplies.

Knowledge, skills and abilities required (unless preferred is noted):

  • Excellent written communications skills; ability to prepare formal minutes, meeting notes, and general correspondence for executive signature
  • Working knowledge of English grammar, spelling, and punctuation to compose and edit business documents and materials and to create professional letters, spreadsheets, and presentations
  • Demonstrated interpersonal and communication skills to interact professionally, diplomatically and productively with colleagues and contacts at all levels
  • Proficient skills in Microsoft Word, Excel, Outlook and PowerPoint; advanced skills preferred
  • Working knowledge of Raiser's Edge or similar database preferred
  • Ability to deal with confidential information
  • Knowledge of OHSU, higher education, or academic medicine/hospital environment preferred
  • Ability to take initiative, be self-directed, and prioritize multiple tasks
  • Ability to develop, organize and implement office procedures and systems
  • Strong time management and organizational skills
  • Ability to identify creative solutions that work and fall within constraints (time, budget, quality)
  • Ability to coordinate and manage various projects and tasks while regularly consulting with appropriate sources to ascertain status of projects in progress and troubleshooting, making adjustments, and meeting deadlines
  • Ability to work well with others in a dynamic & interdependent team environment
  • Sense of humor

Education and/or Experience:

  • Bachelor’s degree or equivalent combination of education and professional experience
  • 3-4 years’ experience supporting a senior staff position or executive preferred
  • Academic medical/hospital, foundation, or university experience preferred


Working Conditions:

  • Occasional hours outside of normal work hours for meetings or programs
  • Some local travel may be necessary
For immediate consideration, please apply online through our career center. 


Office/Facilities Coordinator

OHSU Foundation seeks an Office/Facilities Coordinator to provide administrative and facilities services and support to the OHSU/DCH Foundations. The office coordinator will also provide back-up coverage to the receptionist as well as participating as an active member of the facilities and administration team.

Duties & Responsibilities

  • Responsible for coordinating the maintenance and repair of office equipment, photocopiers and postage meter
  • Assist with office moves; ensure new and transferring employees are equipped with appropriate office/cubicle needs
  • Manage document retention onsite and offsite locations
  • Support Oracle requisition and purchasing functions for the Foundations
  • Process daily incoming and outgoing mail and assist with mailing issues and projects related to the mailing process
  • Maintain adequate printed materials inventory including coordinating orders for letterhead, envelopes, forms and business cards for both Foundations
  • Assist with organization and cleanliness of lunch rooms, supply rooms, and conference rooms; coordinate kitchen duty schedules and update for staff transition
  • Monitor and restock supplies in kitchens, supply rooms, restrooms, conference rooms and other common areas
  • Serve as key contact for teleconferencing equipment and process
  • Respond and take action for general office needs and requests
  • Update and maintain office furniture inventory database and coordinate annual office furniture inventory verification
  • Create and maintain facilities and administration procedures
  • Maintain secure key inventory for offices, workstations and file cabinets
  • Provide tours for new employees including covering general office procedures, telephone orientation, and evacuation plans
  • Monitor office supplies, stock deliveries and provide assistance to receptionist for inventory control
  • Pick up supplies or fulfilled orders from local vendors as needed or requested by Office Manager
  • Manage toner supplies including ordering, receiving, inventory and installation as needed
  • Work with office manager for office closures
  • Provides assistance and support for administrative projects for other departments and individuals as needed and/or as assigned by the Office Manager
  • Serve as back up receptionist for breaks, lunches and time off coverage
  • Other duties as assigned

Knowledge, skills and abilities required (unless preferred is noted):

  • Strong verbal communication skills and excellent phone etiquette
  • Working knowledge of English grammar, spelling, and punctuation to compose and edit email correspondence, business documents and materials
  • Demonstrated interpersonal and communication skills to interact professionally, diplomatically and productively with colleagues and contacts at all levels
  • Proficient skills in Microsoft Word, Excel, Outlook and PowerPoint
  • Ability to deal with confidential information
  • Ability to take initiative, be self-directed, and prioritize multiple tasks
  • Ability to develop, organize, implement, and maintain office procedures and systems
  • Strong time management and organizational skills
  • General office administration experience including filing, processing mail, correspondence, telephones, customer service, scheduling meetings, and training others on the use of office equipment
  • Work with minimal supervision
  • Accuracy and attention to detail
  • Reliability and punctuality
  • Self-starter
  • Knowledge of office processes such as Iron Mountain, supply ordering

Education and/or Experience:

  • High school diploma or equivalent
  • Minimum two years administrative and clerical support preferred

Working Conditions:

  • Position requires back up coverage of front office reception, greeting visitors, and telephone operation for parts or entire shift with appropriate breaks and lunch period
  • May require overtime at times to provide uninterrupted coverage
  • Occasional hours outside of normal business hours
  • Must be able to lift up to 50 pounds
** At this time, we are no longer accepting new applicants for this position. Thank you for your interest! 

Director of Special Events

We have an immediate opening for a Director of Special Events. The Director of Special Events will lead the Special Events Team in planning, coordination, implementation, and evaluation of special events for the OHSU Foundation that advance donor involvement, cultivation, and stewardship. The Director will work in partnership with staff throughout the university and foundation to identify new and refine existing activities as opportunities to connect appropriate donor and volunteer groups to the university and/or individual units.

The ideal candidate must possess the following knowledge, skills, and abilities:

  • Demonstrated ability to manage a number of significant, multi-faceted, deadline-sensitive projects simultaneouslyAbility to maintain a high level of confidentiality
  • Demonstrated experience in high-level special event planning
  • Superior written and verbal communication skills
  • High-level of creativity and ability to develop new concepts
  • High sensibility and awareness of event target audiences and ability to translate these into themes, style, and activities
  • Excellent attention to detail
  • Demonstrated interpersonal and communication skills to interact professionally, diplomatically and productively with colleagues and contacts at all levels
  • Demonstrated ability to work autonomously and make decisions quickly
  • Demonstrated experience setting goals and creating appropriate evaluation procedures

Education and/or Experience:

  • Bachelor’s degree in a relevant field preferred, and/or an equivalent combination of education and experience Minimum five years’ experience in higher education, fundraising, events management, public relations, or alumni relations required
  • Previous experience in donor relations preferred

Working Conditions:

  • Frequent participation in evening and weekend events
  • Travel is a requirement of this position; must have a valid driver's license, access to a vehicle, and appropriate insurance coverage that meets Foundation requirements

** At this time, we are no longer accepting new applicants for this position. Thank you for your interest!