Program Director for Investor Relations

New York, NY
Type: Clergy or Lay
Posted May 12, 2022
Job Title
Program Director for Investor Relations
Name of church or organization
Episcopal Church Foundation
Address
New York, NY
Job Description
The Episcopal Church Foundation (ECF) seeks an investment expert to advise Episcopal organizations on endowment and investment management. ECF is an independent nonprofit organization that works with dioceses, congregations, and other Episcopal faith communities to manage financial resources and develop leadership. ECF’s endowment management program serves more than 300 organizations that invest over $500 million in endowment and other investment assets with ECF and its outside portfolio manager, State Street Global Advisors. The program also supports numerous other Episcopal organizations seeking guidance on endowment structure and governance as well as growth through new gifts.

This position will work directly with Episcopal churches and other organizations, including both current and potential clients, to provide investment analysis and strategic guidance in coordination with ECF’s outside portfolio manager. This position will report to the Director of Endowment Management, collaborate with all endowment management program staff, and interact with other areas of the organization. The endowment management team embraces ECF’s mission to strengthen Episcopal faith communities and commits to excellence, professionalism, and outstanding client service. This position is a meaningful opportunity to bring investment management experience to a mission-based nonprofit organization. ECF is committed to creating a diverse working environment and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply.

Duties and responsibilities:

  • Meet with current and potential clients to present investment information (including investment philosophy, portfolio construction process and related information), educate investment committee members, and provide strategic guidance as requested and in collaboration with the outside portfolio manager as necessary.
  • Provide enhanced endowment and investment analysis and reporting to help clients make informed strategic investment and spending decisions and to support internal program oversight and review in collaboration with other staff.
  • Respond to client requests for additional information or clarification about markets, investments, performance, spending or other investment-related issues.
  • Lead quarterly review calls with current clients and coordinate group quarterly review calls with the portfolio manager in collaboration with other staff.
  • Develop new relationships, and nurture and expand existing relationships, with Episcopal organizations of all kinds throughout the U.S. focusing on investment and other financial matters.
  • Develop and sustain investment-related marketing and other materials for current clients, potential clients, and ECF contacts in collaboration with other staff.
  • Present at conferences, seminars, and workshops, and in written publications, about ECF’s endowment management program and its impact on churches.
  • Develop information from surveys and other sources about financial trends and innovations in Episcopal organizations to enhance ECF’s reputation as a financial thought leader and to facilitate collaborative work with other ECF program areas.
  • Collaborate with the Director of Endowment Management on program strategy and presentation.
  • Collaborate with the endowment management team to provide services and advice relating to endowment and investment funds and to carry out client and program-related responsibilities.
  • Coordinate with the outside portfolio manager as needed.

Qualifications:

  • A bachelor’s degree or equivalent and experience in a relevant financial, business or church-related field.
  • Experience with nonprofit endowment or investment management including multi-asset class portfolios, risk and return analysis, and asset allocation and other strategic decisions.
  • Strong knowledge of investments, financial markets, and various forms of socially responsible investing as well as financial industry trends and developments.
  • Familiarity with Episcopal organizations and church financial management.
  • Strong analytic and communication skills.
  • Proven success in relationship building and business development.
  • Proficiency with investment data providers, analytical tools, and relationship management software.
  • Enthusiasm about working with church investment committees.
  • Self-motivation combined with a willingness to work collaboratively with the ECF endowment management team to support churches and the mission of ECF.

This is a full-time position with competitive benefits and a salary commensurate with experience. Although the ECF office is in New York City, this position can work remotely from anywhere in the United States. The position will require travel.

Type of Commitment
Full Time
Does this job pay?
Yes
Application Process
To apply for this position, please send your resume with a cover letter to Carsten Sierck, Director of Endowment Management, at csierck@ecf.org.
Website
www.ecf.org