--- title: 'Associate II Fund Administration at Ren' canonical: 'https://feeny.ai/job/associate-ii-fund-administration-ren-hudson-ncgtepam9vac' type: 'job' last_seen: '2026-10-29' --- # Associate II Fund Administration at Ren - **Company:** Ren - **Location:** Hudson, OH - **Posted:** 2026-10-23 - **Last confirmed live:** 2026-10-29 - **Apply:** https://job-boards.greenhouse.io/renpsg/jobs/5462096008 ## Job description ## POSITION SUMMARY The Associate II, Fund Administration supports Ren’s donor-advised fund (DAF) operations by opening and maintaining new donor-advised funds promptly and accurately. Reporting to the Sr Manager, Fund Administration, this early-career professional applies established procedures and guidelines to prepare investment account paperwork and record data in Ren’s CRM and data management systems. The role communicates with financial professionals and their associates to gather the information needed to open new DAFs and their accompanying investment accounts. Work is of limited scope, follows standard practices, and is reviewed periodically against defined procedures. The position receives general instruction on day-to-day work and new assignments and builds stable working relationships across the Fund Administration team and its internal partners. ## ESSENTIAL RESPONSIBILITIES - Open new donor-advised funds (DAFs) by following established standards, timelines, and procedures, escalating exceptions to the Sr, Fund Administration. - Review submitted DAF applications for completeness and accuracy against defined guidelines, and gather any missing information from financial professionals and their associates. - Prepare and complete investment account paperwork, and coordinate with Ren’s authorized signers to obtain required signatures. - Partners cross functionally with other teams to support the accurate opening and ongoing maintenance of funds. - Enter and maintain DAF and investment account information and statuses in Ren’s CRM, data management, and financial management systems so that records stay current and accurate. - Request and verify investment account login credentials, add them to the aggregation software according to each custodian’s process, and assist in establishing online access to open investment accounts. - Deliver consistent, high-quality service by making outbound calls and responding to inbound calls and emails from financial professionals and associates about DAF and investment account paperwork and requests. - Apply standard practices to identify and resolve routine processing issues, recognizing when a situation calls for guidance or an occasional deviation from established procedure. - Other duties as assigned. ## SKILLS AND QUALIFICATIONS - Associates degree preferred - 3 or more years of experience in operations, financial services industry, or related field - Intermediate Microsoft Suites (Excel, Office and PowerPoint) - Ability to manage multiple tasks simultaneously and prioritize high work volume without sacrificing quality or efficiency - Excellent verbal and written communication skills - Possess a high level of professionalism and interpersonal skills to handle sensitive and confidential situations - Organized, detail-oriented, and strong problem-solving skills - Strong time management skills with a proven ability to meet deadlines - Ability to work in a fast-paced environment - Data-entry and previous experience working in a CRM Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. ## About Ren ## Company Overview - **One-liner**: Ren provides technology and services to power donor-advised fund (DAF) programs for wealth management firms, institutions, and individual philanthropists. - **Entity Type**: Private (strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023) - **Headquarters**: Indianapolis, Indiana, United States (with additional offices in Hudson, Ohio) - **Founded**: 1987 (as Renaissance, Inc.; rebranded to Ren in 2021) - **Founders**: Not publicly available ## Core Business - Primary industry/industries: Financial services (philanthropic technology and donor-advised fund administration) - Target customers: B2B – wealth management firms, financial advisors, faith-based and community foundations, and other institutions. Also serves individual donors through Ren-powered programs. - Mission or purpose statement: “Our mission is to deliver the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy.” ## Products & Services - **Ren DAF Platform**: A next-generation donor-advised fund platform that streamlines establishing, funding, and managing DAFs. Includes automated workflows and flexible giving options. - **Charitable Vehicles**: A complete set of charitable vehicles beyond DAFs (e.g., charitable trusts) to meet expanded donor needs. - **Enterprise Solutions**: Customized, turnkey DAF programs for large wealth management firms and institutions, including white-label options. - **Managed Services**: Administration, compliance, and client support services for firms that want to outsource DAF operations. ## Market Standing - **Valuation/Market Cap**: Not disclosed (received a strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023; amount not publicly available) - **Key Metric**: Over $35 billion granted to charities annually; more than $200 billion in charitable assets supported across 150+ unique DAF programs. - **Notable Investors/Partners**: Bain Capital Tech Opportunities, Valeas Capital Partners. Partners include over 150 wealth management firms and DAF program leaders. - **Growth Signals**: Multiple Ren-powered programs crossed the $10 billion mark in 2025. Acquired Pinkaloo Technologies (2021) and Stellar Technology Solutions (2023). Nearly 40 years of continuous operation and innovation. ## Competitive Advantages - **Longevity and Scale**: Nearly four decades of experience in philanthropic services; one of the largest DAF technology providers in the U.S. - **Integrated Platform**: Combines technology, administration, and compliance under one roof, reducing complexity for advisors and donors. - **Network Effects**: Powers ~50% of U.S. DAF assets, giving it a dominant position and deep integration with the wealth management ecosystem. - **Focus on Innovation**: Continuous investment in modern, user-friendly technology (e.g., automated workflows, mobile capabilities) to differentiate from legacy providers. ## Strategic Focus - **Growth and Scaling**: Expanding enterprise partnerships and deepening existing relationships to increase assets under management on the platform. - **Technology Modernization**: Further developing the platform to deliver a “world-class giving experience” for both advisors and donors. - **Product Expansion**: Adding new charitable vehicle types and services to meet evolving donor needs (e.g., complex trust administration). - **Talent Acquisition**: Actively hiring across product, engineering, marketing, and client services to support growth. ## Why Work Here - **Culture**: Emphasizes values like “Be bold and innovative,” “Be inclusive,” “Trust and empower,” and “Don’t settle.” Committed to diversity, equity, and inclusion. - **Remote/Hybrid Policy**: Hybrid and remote work options available for most positions; offices in Indianapolis (HQ) and Hudson, Ohio. - **Benefits**: Competitive health/dental/vision insurance, flexible PTO, paid parental leave, 401(k) with company match, free Calm subscription, monthly fitness reimbursement, professional development courses, and charitable giving opportunities. - **Engineering Culture**: Tech-focused leadership (CEO Joe Fisher joined in 2019 to usher in a tech-forward approach). Recent acquisitions of technology companies signal a strong commitment to product and engineering excellence. - **Awards**: Not specified in the provided data, but the company promotes a modern, employee-centric work environment. ## Sources 1. [reninc.com](https://www.reninc.com/) 2. [reninc.com/about-ren](https://www.reninc.com/about-ren/) 3. [reninc.com/careers](https://www.reninc.com/careers/) 4. [linkedin.com/company/reninc](https://www.linkedin.com/company/reninc) 5. [job-boards.greenhouse.io/renpsg](https://job-boards.greenhouse.io/renpsg) ## Other roles at Ren - [Sr Manager, Fund Administration](https://feeny.ai/job/sr-manager-fund-administration-ren-hudson-5bkfsa735krz) — Hudson - [Senior Manager, Integrated Marketing Strategy](https://feeny.ai/job/senior-manager-integrated-marketing-strategy-ren-remote-y60m4z1tr6w7) - [Head of Advisor Channel Activation](https://feeny.ai/job/head-of-advisor-channel-activation-ren-remote-nsdjear5vzxg) - [VP, Marketing & Comms](https://feeny.ai/job/vp-marketing-comms-ren-remote-re2m5zpbhjj8)