Staff at The San Diego Foundation address the region’s most pressing challenges and identify opportunities by working with donors and partners to improve the quality of life for all San Diegans.

Thank you for your interest in the work of The San Diego Foundation. To learn more about our work and inquire about joining our team, contact

Board & Executive Liaison

Full time, Exempt

Since 1975, The San Diego Foundation (TSDF) has been helping passionate, socially minded citizens find ways to create positive impacts in communities across the San Diego region.  Through more than 1,900 funds we manage, our donors have generously given over $1 billion to support nonprofit organizations that provide assistance and opportunity to people throughout our community.  Join TSDF to assist us in Growing a Vibrant Region!

Purpose of Position

TSDF is seeking a dynamic Board and Executive Liaison to hold responsibility for managing activities of the Board of Governors (BOG) and associated committees.  In collaboration with the CEO & President (CEO), the liaison ensures consistent and timely communications with the BOG representing the executive office and The Foundation in a competent manner, ensuring confidentiality as well as professionalism in dealing with all internal and external constituents.

In this role, you will be responsible for, but are not limited to:

  • The ability to use good judgement, make quick independent decisions, and timely communications.
  • Prioritization and management of multiple responsibilities simultaneously.
  • Steady competence and focus when facing rapid rates of changing demands.
  • Passion for maintaining a high bar for quality with a critical eye for detail.
  • Effective collaboration and influence with stakeholders from a variety of functions and businesses at every level.

Principal Responsibilities

  • Maintain frontline communications with BOG, serving as the central point of contact to facilitate CEO and BOG, committee meetings and other Board oriented activities.
  • Coordinate with the CEO, and/or committee liaison, in the scheduling and planning of Board and committee meetings. Coordination of meeting technology, presentation logistics, preparation and distribution of all meeting materials.
  • Attend assigned meetings, take and transcribe minutes.
  • Maintain minutes, bylaws, records and files of all board-related current and past projects, committees and meetings. Maintain and administer Board information portal.
  • Initiate communications and respond to Board, donor, volunteer, and community requests, compose and /or edit correspondence and format documents.
  • Serve as a business partner with management, staff, board members, donors, and the community.
  • Manage and triage inquiries and contacts requesting information and meetings with the CEO.
  • Manage projects and special assignments and other duties as assigned.

Qualification Requirements

  • Minimum of five years of experience assisting at the senior leadership level in a fast-paced environment; nonprofit experience is preferred.
  • Highly organized, analytical, flexible with shifting priorities and able to always exercise good judgement.
  • Initiative to recognize and anticipate problems, then solve them.
  • Event planning experience is required.
  • Strong written and verbal communication skills.
  • Meticulous writing and editing skills.
  • Expert proficiency with computer skills; technical competency to review and edit documents.
  • High level of integrity and discretion in handling confidential information.

Apply Today

Qualified applicants please submit the following to

  • Cover letter and resume
  • Indicate in subject line: Board & Executive Liaison

Finance & Investment Analyst

Full-time, Exempt

At The San Diego Foundation, we value our diverse and experienced staff that are committed to our mission of improving the quality of life within all of San Diego’s communities. We strive to be an employer of choice, offering a competitive compensation and benefit package, and a professional and vibrant work environment for those who have a passion for our mission that is carried out every day by providing leadership for effective philanthropy and promoting community solutions.

We have an exciting opportunity for an experienced Finance & Investment Analyst to join our financial team.  The position will provide analyst-level resources within the Finance & Accounting (F&A) Department.

Essential duties and principal responsibilities include but are not limited to:

Finance & Accounting

(Under direction of CFO and Controller)

  • Provide budgetary, organizational, and operational services to the F&A Department.
  • Research, compile, and prepare financial and accounting data for internal studies and/or board materials.
  • Assist the annual budgeting processes, including the use of budget-related software applications.
  • Analyze monthly budget vs. actual reporting and estimate future organizational
  • Develop reports, spreadsheets, tables, and grids to summarize and present dashboard information (KPI-key performance indicators) or satisfy other business intelligence requests.
  • Provide accurate and timely reports and statistics necessary to benchmark F&A team goals.
  • Coordinate submission of website updates for F&A sections of TSDF web pages for posting.
  • Take lead on special projects, as assigned.
  • Assist in preparing materials and presentations in preparation for staff meetings; Leadership Team meetings; and Board of Governors and Executive, Finance, and Audit Committee meetings.


(Under direction of CIO)

  • Monitor each investment portfolio’s adherence to the Investment Policy Statement by conducting onsite meetings or conference calls.
  • Monitor the portfolio’s investment managers’ performance and positioning on a regular basis through meetings and conference calls.
  • Lead investment rebalancing for all TSDF’s investment portfolios.
  • Monitor the cash position(s) across all investment portfolios to ensure adequate investment funding (capital calls)
  • Assist in annual audit process by providing support to CIO and Controller.
  • Take the lead on special investment-oriented assignments.
  • Become the in-house expert in third party investment software.
  • Conduct manager due diligence on prospective investment managers.
  • Update manager account information and new account set-up.
  • Maintain, monitor and rebalance broker-managed accounts.
  • Assist in preparing materials and presentations in preparation for staff meetings; Leadership Team meetings; and Investment Committee meetings.

Qualification Requirements

  • Minimum of three to five years professional business experience; previous investment experience necessary
  • Strong diplomatic and communication skills, with the ability to develop buy-in across a wide range of stakeholders; ability to develop effective working relationships with all colleagues, external constituencies, and decision makers
  • Work with and effectively manage information of a confidential nature requiring considerable discretion, judgment, tact, and diplomacy
  • Demonstrated track record in developing and utilizing organizational systems with attention to detail, accuracy, timeliness and record keeping
  • Experience with developing and maintaining budgets
  • Experience with financial modeling & forecasting
  • Analytical and critical thinking skills
  • Teamwork, self-motivation, a proactive approach to work, flexibility, and exceptional interpersonal skills are essential
  • High initiative and ability to work with minimal supervision
  • Proven ability to work independently and successfully organize, prioritize and implement multiple projects, and meet deliverables and timelines in a fast-paced work environment
  • Regularly takes initiative to recognize and anticipate problems, and clearly communicate possible solutions
  • Strong written and verbal communication skills
  • Meticulous writing and editing skills
  • Demonstrated ability to utilize technology in process improvements
  • Computer skills: Expert proficiency with Microsoft Outlook, Word, Excel and PowerPoint and database entry and management as well as exporting and report generation
  • Bachelor’s degree required; business administration, finance or accounting helpful

Apply Today

Qualified applicants please submit the following to

  • Cover letter and resume
  • Salary requirements
  • Indicate in subject line:  Finance Investment Analyst