The Managing Director, Alternative Investments, in consultation with the Executive Vice President, Treasurer, and Chief Investment Officer, oversees the private partnership investments in the Board of Pensions Balanced Investment Portfolio. In consultation with the Executive Vice President, Chief Investment Officer, this professional sets the research and investment agenda for relevant private partnerships following the Board of Pensions asset allocation guidelines and manager due diligence processes, including review of legal documentation. The Managing Director is responsible for maintaining appropriate market knowledge of new funds and managers by attending partnership annual meetings and networking with industry colleagues. This individual also maintains relationships with each of the Board of Pensions alternative investment managers, monitors all current fund investments, and makes regular presentations about the private partnership portfolio to the Investment Committee of the Board of Directors.
The Ideal Candidate possesses
- a Master's degree or a CFA designation required (both preferred);
- a minimum of ten years institutional investment experience;
- experience in the review and analysis of institutional investment programs for defined benefit, endowment, foundation, or trust portfolios;
- experience in analyzing investment opportunities and management firms in global capital markets, including U.S. and international equity, fixed income, real estate, and specialty investments;
- an ability to read, analyze, and interpret legal documents; and
- proficiency with Microsoft Power BI, Tableau, or similar data visualization programs.
The Ideal Candidate Strongly Desires To Serve the PC(USA) with
- a strong sense of ethics, integrity, honesty, and initiative;
- excellent analytic and data visualization skills;
- the ability to work as part of a driven team who work collegially together;
- strong interpersonal, presentation, public speaking, written communication, and collaboration skills;
- a commitment to professional development and mentoring;
- an ability to understand the role of the Board of Pensions within the Presbyterian Church (U.S.A.) and the impact on mission responsibility, investment programs and investment policy; and
- an interest and desire to serve the members of the Benefits Plan of the PCUSA through the prudent investment of all program assets of the benefits and assistance programs administered by the Board of Pensions.
The Ideal Candidate Would Receive
- medical and retirement benefits, plus …
- a minimum of 22 days' personal leave, plus sick time and paid holidays
- employer matching contributions to 403(b)(9) plan
- up to 70 percent tuition reimbursement
- health and well-being resources;
- satisfaction gained from working for a service-oriented employer; and
- volunteer and other service opportunities in the community at large.
About the Board of Pensions
The Board of Pensions of the Presbyterian Church (U.S.A.) is committed to engaging the entire Church in becoming inclusive of diverse racial, ethnic, cultural, and language groups. As an agency of the Church, we share in and align with its values. Our staff is diverse in gender, ethnicity, religious beliefs, sexual orientation, and generation, reflecting the community around us. Our different perspectives foster creativity, and mutual respect enables us to execute the ideas that creativity generates.
Candidates from Presbyterian communities in the global south and other historic Presbyterian Communities of Color, preferably with theological training and fluency in languages other than English, are encouraged to apply.
View our We Serve video and see and hear from prospective colleagues at the Board of Pensions. If you believe you have the professional and personal credentials to join us as a colleague and would like to support the Board of Pensions as we serve more, serve better, and serve the Church, please apply here.
The Board of Pensions of the Presbyterian Church (U.S.A.) is an equal opportunity employer.
The work environment is typical of an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. While performing the duties of this job the incumbent may expect to sit for prolonged periods of time. Close vision and manual dexterity are required to access data utilizing a personal computer or other electronic device. Relatively frequent air, rail, and automobile travel may be expected.
Fund of Funds from United States
Endowment from United States
Other from United States
Related Investment Jobs
San Francisco, CA, US
7 hours, 17 minutes ago
New York, NY, US
7 hours, 22 minutes ago