o Lead and oversee collaborative and effective relationships with Pew's outsourced investment partners, including the OCIO/investment advisor, custodian, The Glenmede Trust Company, and independent investment advisor, ensuring effective execution of board-approved investment strategies (where appropriate), timely reporting, and alignment with Pew's investment policies, liquidity needs, risk tolerance, and long-term financial objectives. Experience using Microsoft Power Query, Power Pivot, Power BI, or similar business intelligence tools to automate data collection, transform financial data, and develop executive dashboards that provide meaningful insights for senior leadership and the Board of Directors.