CURRENT CAREER OPPORTUNITIES:
Posting Duration: This posting will be up through April 2024 unless it is extended to find the right candidate.
Position Summary:
The Associate Director – Family Office Accountant (FAO) will be primarily responsible for a variety of family office accounting and reporting tasks for the CEO/Founder and will work proactively and collaboratively with, and report to, the other members of the family office team including the Managing Director-Finance & Accounting, the General Counsel and the Chief Financial Officer. The Family Office Accountant must have a strong understanding of accounting best practices, stakeholder communications, forecasting, and have a strong background in Quick Books and other software. The candidate should have the ability to interpret data, and the skillset to transform raw data into comprehensive, understandable, and streamlined reports.
Key Responsibilities:
- Responsible for the accounting for entities owned by our CEO/Founder and his family.
- Reviewing invoices and expenses related to these entities, getting appropriate approval for payment, and initiating payment. Experience with bill.com is a plus.
- Coordination of fund transfers as needed.
- Scheduling and attending periodic meetings to update the key stakeholder and others on the status of key items.
- Monthly reporting packages for key stakeholders.
- Quarterly reporting packages needed in support of guarantees and loan covenants.
- Working with tax firms to provide necessary and appropriate financial and other information.
- Cash flow analysis and forecasting.
- Other duties as needed and requested.
Skills & Qualifications:
- Expertise in general accounting, AP/AR, reconciliations, financial statement prep & reporting, month-end closing activities, payroll, taxation, FP&A (cash flow forecasting, DCF modeling & valuation, variance analysis, etc.), and financial controls.
- Deadline driven with the ability to handle multiple tasks for multiple projects.
- Highly organized and detail oriented.
- Ability to pivot, prioritize, and multi-task.
- Strong written and verbal communication skills.
- Demonstrated ability to work collaboratively within a small company team environment.
- Professional in demeanor, actions, and attitude toward colleagues and external vendors.
- Proactive in looking for ways to improve processes or streamline workflows.
Education & Technical Skills:
- Bachelor’s degree in Accounting or equivalent work experience required.
- Prior accounting experience; family office accounting a plus.
- Experience with Bill.com or other online payment service.
- Proficient in NetSuite, QuickBooks, Sage Intacct, or similar.
- Strong skills in Microsoft Office products to include advanced Excel skills (comfortable with financial modeling, macros, VB programming, etc.)
- Prior Investment Management or Real Estate industry experience preferred but not required.
Supervisory Responsibilities: None for now.
Key Job Competencies:
To perform this job successfully, the individual should demonstrate the following competencies:
- Analytical Skills: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; and, uses intuition and experience to complement data.
- Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
- Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
- Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and, works in an organized manner.
- Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
- Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; and, takes responsibility for own actions.
- Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:
- Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
- Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
- Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
- Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
- Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
- Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.
Forum Values:
Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.
Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
Dare to be Clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
Physical Demands:
-
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Compensation Information: Base salary range is $100,000 to $154,500. This range is estimated for this role; actual pay may be different.
Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.
Posting Duration: This posting will be up through April 2024 unless it is extended to find the right candidate.
Position Summary:
The position will help manage the day-to-day operations of Forum Capital Advisors (“FCA”) and its investment offerings. The Associate will assist in overseeing fund operations and support Investor Relations, while also documenting and implementing best practices and assisting with the regulatory compliance of all investment vehicles. The employee will contribute to ensuring the efficient and effective operations of all FCA fund offerings and assist with third-party vendor management and regulatory compliance. This position reports directly to the Chief Operating Officer of FCA.
Key Responsibilities:
- Administer the day-to-day operations of FCA’s fund offerings which consist of both public (1940-Act) and private closed end funds
- Identify and communicate liquidity needs of funds including capital calls, redemptions, and financing, as applicable
- Oversee Income Fund’s daily NAV reporting process, coordinating with service providers accordingly
- Work with third parties including transfer agent, fund administrator and custodians to assist with fund purchases, redemption offers and distributions
- Coordinate distribution payments and corresponding communications
- Assist with the processing of membership sales, investor transfers, and general investor inquiries
- Oversee the accuracy of data provided via the funds’ investor portal
- Provide assistance to investors and intermediaries with completing subscription documents, funding of capital calls, transfers, and other general maintenance items, as needed
- Prepare materials for and moderate fund Valuation Committee meetings
- Pro-actively document, implement and help enforce operational best practices, policies, and procedures, as needed
- Coordinate with external vendors and internal employees/teams (fund administration, legal, compliance, fund accounting, etc.) on an ongoing basis
- Assist the Chief Compliance Officer with various routine regulatory filings
- Prepare reporting to management, outside vendors, and the Board of Trustees (if applicable) as needed
- Provide pro-active guidance on issues with fund operations, vendor service performance and other concerns
- Manage the calculation and approval process of fund capital calls and distributions, along with corresponding investor reports
- Assist in responding to audit and regulatory requests, as needed
- Work with the entire FCA team to onboard/launch new products, as applicable
- Assist with fund collateral reporting documents monthly and quarterly updates
- Help with the organization and management of departmental shared file system, third party content and market databases
- Other ad-hoc duties as needed and assigned
Skills & Qualifications:
- Minimum combined 5 years of 40-Act and/or private fund operations experience
- Experience with 40-Act Funds required. Private, closed-end funds, securities, and NAV REIT structures would be a plus.
- Familiarity with applicable SEC and FINRA regulations
- Experience in overseeing fund administrators, valuation services providers, and other third parties
- Experience as an effective and results driven project manager
- Strong sense of ethics, integrity, honesty, and initiative
- Ability to collaborate and work with other FCA employees and external service providers
Education & Technical Skills:
- Bachelor’s degree in accounting, finance, or business administration (or equivalent work experience) required
- Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel
Supervisory Responsibilities: None for now.
Key Job Competencies:
To perform this job successfully, the individual should demonstrate the following competencies:
- Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
- Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
- Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
- Strategic Thinking: Adapts strategy to changing conditions; analyzes market and competition; develops strategies to achieve organizational goals; identifies external threats and opportunities; understands organization’s strengths & weaknesses.
- Leadership: Exhibits confidence in self and others; inspires respect and trust; motivates others to perform well; reacts well under pressure; shows courage to take action.
- Change Management: Builds commitment and overcomes resistance; communicates change effectively; develops workable implementation plans; monitors transition and evaluates results; and, prepares and supports those affected by change.
- Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and, works in an organized manner.
- Business Ethics: Inspires the trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.
- In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these
Forum Core Competencies:
- Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
- Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
- Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
- Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
- Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
- Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.
Forum Values:
Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.
Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
Dare to be Clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
Physical Demands:
-
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Compensation Information: Base salary range is $90,000 to $120,000. This range is estimated for this role; actual pay may be different.
Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.
Posting Duration: This posting will be up through April 2024 unless it is extended to find the right candidate.
Position Summary:
Responsible for assisting the Portfolio & Asset Management arm of the Structured Finance platform in managing existing investments across several discretionary funds and separate accounts. The role will primarily be focused on asset and portfolio-level reporting, managing closings of new investments, and facilitating the construction draw processes of real estate investments, which primarily include mezzanine loans, preferred equity, senior loans, bridge loans, and joint venture equity backed by multi-family assets (or construction projects).
Key Responsibilities:
- Work with the senior members of the Structured Finance platform, loan administration team, and other key departments at Forum to manage an institutional quarterly and annual reporting process for a rapidly growing portfolio of investments across the US.
- Conduct regular underwriting updates as necessitated by changing market conditions (e.g. varying interest rate environment, rent and expense growth or softening, expansion or contracting of capitalization rates, etc.).
- Identify, monitor, and evaluate local and regional market and asset class trends, and general economic conditions as they relate to the various investment strategies that Forum is managing, utilizing third-party reporting resources such as CoStar Analytics, Yardi Matrix, and Axios.
- Assist in reviewing monthly construction draw funding requests and liaise with the borrowers and property construction consultants to ensure projects are progressing on time and on budget.
- Assist as needed in the closing process of investments by managing and reviewing due diligence materials, including (but not limited to) third-party reports, guarantor financials, development plans, title and zoning, and Sponsor track record.
- Support a team of real estate private equity investment professionals responsible for the origination, underwriting, closing, and managing of investments on behalf of institutional funds and separate accounts.
- Other duties as needed and assigned.
Supervisory Responsibilities: None.
Skills & Qualifications:
- 2 -5 years of related experience in an analytical role, preferably real estate focused.
- A demonstrable enthusiasm and commitment to the real estate industry.
- Must have strong verbal and written skills, and a demonstrable ability to construct compelling theses through meticulous research skills.
- A keen attention to detail with a thorough understanding of financial applications and legalese.
- An ambitious and positive attitude - flexible work hours are sometimes required.
- A willingness to attend industry conferences and be involved in industry organizations with aspirations of growing into a senior leadership position.
- Must be self-motivated, resourceful, and able to assume a high level of individual responsibility.
- Travel may be required as needed.
Education & Technical Skills:
- Bachelor’s degree in business, finance, real estate, economics, or accounting; or equivalent career experience
- Strong financial, analytical, and modeling skills – high proficiency in MS Excel a must
Key Job Competencies:
To perform this job successfully, the individual should demonstrate the following competencies:
- Analytical Skills: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; and uses intuition and experience to complement data.
- Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
- Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in the decision-making process; makes timely decisions.
- Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and works in an organized manner.
- Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
- Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; and takes responsibility for own actions.
- Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
Forum Core Competencies:
- Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
- Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
- Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
- Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
- Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
- Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.
Forum Values:
Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.
Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
Dare to be Clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Compensation Information: Base salary range is $70,000 to $123,600. This range is estimated for this role; actual pay may be different.
Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.
FLSA Classification: Non-exempt
Posting Duration: This posting will be up through April 2024 unless it is extended to find the right candidate.
Position Summary:
The Senior Associate, Business Development (OR Associate Director for the right level of experience) is responsible for the execution of all sales support, service, and marketing-related activities for the group. The Senior Associate is responsible for directly supporting the efforts of the Managing Director, and all associated sales and marketing activities. This role is responsible for managing existing relationships and creating new relationships through a consultative sales approach and regular communications (phone calls, emails, etc.). Applicants for this position should have a commercial focus, a strong work ethic, excellent communication and organizational skills, and a competitive drive to succeed.
Key Responsibilities:
- Assist BD team in development and execution of department business plans in support of company goals.
- Proactively provide sales and service support by assisting with questions, forms/documents assistance, and working as a liaison to help with resolution of operational items.
- Ability to convert leads into prospects by effectively communicating our product offerings through proactive and consistent follow-up including, but not limited to:
- Phone calls
- Email communications
- Webinars
- Meetings
- Presentations
- Social media posting
- Continue to develop, organize, and manage CRM database
- Coordinate scheduling BD appointments and meetings to ensure productive sales days; record/document conversations, activity and meetings.
- Responsible for managing the process of follow-up on new leads and referrals resulting from field activity, ensuring timely delivery and follow-through of all items.
- Understand relevant regulatory environment and act within those parameters.
- Other ad-hoc duties as needed and assigned
Supervisory Responsibilities: None.
Skills & Qualifications:
- Must have excellent interpersonal, relationship-building and customer service skills, with a strong desire to win.
- Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.
- Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization.
- Ability to problem solve independently with limited information.
- Proven history of organizing information from disparate sources.
- Exceptional attention to detail with proven ability to prioritize multiple tasks.
- Prior experience in a customer-focused sales support role.
- Working knowledge and passion for financial markets and real estate finance desired.
Education & Technical Skills:
- Bachelor’s degree in business-related field; or, equivalent work/industry experience.
- Minimum 2 years previous work experience, preferably in the financial services and/or real estate industry
- FINRA 7 and 63 licenses are a plus
- Experience working with RIAs is a plus
- Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel
Key Job Competencies:
To perform this job successfully, the individual should demonstrate the following competencies:
- Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals
- Customer Service: Displays courtesy and sensitivity; Manages difficult or emotional customer situations; Meets commitments; Responds promptly to customer needs; Solicits customer feedback to improve service.
- Judgement: Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision making process; Makes timely decisions; Supports and explains reasoning for decisions
- Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
- Adaptability: Accepts criticism and feedback; Adapts to changes in the work environment; Changes approach or method to best fit the situation
- Problem Solving: Develops alternative solutions; Gathers and analyzes information skillfully; Identifies problems in a timely manner; Resolves problems in early stages; Works well in group problem solving situations
- Quality: Applies feedback to improve performance; Demonstrates accuracy and thoroughness; Displays commitment to excellence; Looks for ways to improve and promote quality; Monitors own work to ensure quality
- Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Puts success of team above own interests
- Cooperation: Displays positive outlook and pleasant manner; Establishes and maintains effective relations; Exhibits tact and consideration; Offers assistance and support to co-workers; Works actively to resolve conflicts; Works cooperatively in group situations
- Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.
Forum Core Competencies:
- Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
- Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
- Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
- Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
- Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
- Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.
Forum Values:
Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.
Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
Dare to be Clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Compensation Information: Base salary range is $90,000 to $130,000. This range is estimated for this role; actual pay may be different. This position could be hired as a Senior Associate or an Associate Director depending on the level of experience we find.
Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.
Our Core Values:
Blaze the future:
Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo.
Stay open:
Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
Make it better together:
Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
Dare to be clear:
Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
TOP 10 TRAITS OF A FORUM TEAM MEMBER:
PERKS + BENEFITS:
Life Moves Fast at Forum.
We believe in a healthy work/life balance and offer a flexible work schedule among other perks. Explore how we do our part to make sure our people are happy, healthy, well-rounded and well-supported.
- Comprehensive Medical, Dental and Vision
- Basic Life & Personal Accident Insurance
- Basic Long- and Short-Term Disability Insurance
- Employee Assistance Program
- Flexible (work-from-home) Work Schedule
- Dedicated Focus Hours
- Stocked Kitchen
- Health & Wellness Allowance
- Peer-to-Peer "Thrive" Program
