Investment Operations Coordinator

ABOUT SILICON VALLEY COMMUNITY FOUNDATION

Silicon Valley Community Foundation (SVCF) is a regional catalyst, connector, and collaborator. We bring together the resources and skills of donors, business, government, and community to solve some of our region’s toughest challenges. We promote philanthropy in our region and support philanthropists to invest with impact. Through advocacy, research, policy and grantmaking, we seek systemic solutions to drive enduring community change. Learn more at svcf.org.

ABOUT THE OPPORTUNITY

This is a full-time, nonexempt level position in Mountain View, CA.

HYBRID WORK SCHEDULE

SVCF operates on a hybrid work model. Some teams work onsite in the Mountain View office twice per week, while others work in the office twice per month. This position is currently part of a team that is scheduled to work onsite twice per month.

Please note that there may be occasions when additional in-office days are required to support critical meetings, assignments, or events. SVCF also reserves the right to modify its hybrid work schedule as needed. 

All SVCF team members must be based and hold residency in California.

JOB SUMMARY

Reporting to the Vice President, Investment Operations, the Investment Operations Coordinator is a member of a small, highly collaborative team responsible for supporting a wide range of investment operations and complex gifted assets. This role provides coordinated, detail-oriented operational support to ensure timely processing, accurate recordkeeping, and smooth day-to-day functioning of the Investment Operations team.  The position supports recurring operational workflows, documentation, and cross-functional coordination, contributing to efficient operations, clean audits, and high-quality service delivery.

Shared Team Responsibility - Investment Operations functions as a collaborative team. All team members, regardless of role, are expected to contribute to hands-on operational support during periods of high volume or time-sensitive activity to ensure accuracy, timeliness, and continuity.

DUTIES AND RESPONSIBILITIES

Investment Operations Support

• Support routine investment operations activities under the guidance of team leads, including:
  • Processing and tracking capital calls, distributions, and cash movements
  • Processing investment-related invoices and fee payments
  • Coordinating fund and asset movements with custodians and internal partners
• Assist with onboarding new investments, accounts, and structures by preparing and routing documentation and maintaining records
• Support reconciliations, reporting, and audit preparation during peak periods

Coordination & Administrative Support

• Track requests, approvals, and follow-ups to ensure timely completion of assigned tasks
• Maintain calendars, deadlines, and checklists related to investment operations and reporting cycles
• Coordinate meetings, prepare agendas, and document notes and action items as needed
• Serve as a point of contact for routine internal and external inquiries, escalating issues as appropriate

Documentation & Record Management

• Organize and maintain investment-related documentation to ensure records are complete, current, and audit-ready
• Support disciplined filing, version control, and documentation standards
• Assist with responses to audit, compliance, or internal information requests

Cross-Functional Collaboration

• Coordinate with colleagues across Investments, Accounting, Development, Legal, and external service providers to support operational workflows
• Communicate task status and information requests clearly and professionally

Process Support

• Maintain and update standard operating procedures, checklists, and tracking tools
• Assist with process improvements and system updates as directed
• Provide administrative and operational support during periods of high volume or staff coverage needs

Other

• Other related duties as assigned.

The responsibilities outlined in this job description are not meant to be all-inclusive and are subject to change. Employees are expected to be flexible and adaptable, performing other related duties as needed to meet the organization’s evolving goals and priorities.

QUALIFICATIONS AND REQUIRED SKILLS

• Bachelor’s degree or equivalent experience required
• Professional and personal alignment with Silicon Valley Community Foundation’s values and mission
• At least 3-5 years of financial services experience in institutional or private wealth management operations
• Exposure to investment audit deliverables/processes and Level 3 valuations. Training or experience in investment accounting a plus.
• Highly proficient with Microsoft Office Suite, PowerPoint and Word, as well as business productivity software, like Black Diamond and project management tools. Advanced excel skills.
• High degree of self-motivation, dedication and perseverance
• Highly organized and able to manage multiple priorities
• Proven track record of initiating and managing process improvements in past roles
• Excellent attention to detail and accuracy is critical
• Effective critical thinking, technical and problem-solving skills
• Excellent written and oral language communications skills
• Ability to work both independently and as a team member in varied activities and projects
• Entrepreneurial mindset: history of working in either startup environment or evolving organization a plus
• High ethical standards, compassion and genuine enthusiasm and passion for philanthropy
• Ability to maintain confidentiality of extremely sensitive and private data

SALARY AND BENEFITS

SVCF is committed to offering competitive salaries and comprehensive benefits. The target hiring range for this position is $84,000 to $87,000 per year based on experience, credentials and internal salary equity.

Our comprehensive benefits package includes generous medical, dental, and vision plans; paid time off; holidays and employer contribution and matching to a 403(b) retirement plan.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear.  The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

The above statements are intended to describe the general nature and level of work performed by the incumbent in this position.  They are not intended to be an exhaustive list of all responsibilities, duties, and skills.

EQUAL EMPLOYMENT OPPORTUNITY AND INCLUSION

Silicon Valley Community Foundation has a deep commitment to diversity, equity, inclusion, and equal opportunity.  We are committed to building a team that is representative of our community. 

SVCF is an equal opportunity employer.  Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, political affiliation, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.

SVCF is committed to the full inclusion of all qualified individuals.  As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations.  If reasonable accommodation is needed to participate in the job application or interview process and to perform essential job functions, of employment, please contact humanresources@siliconvalleycf.org.  Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format and/or using specialized equipment.