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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Louisville, Kentucky

Salary: $145K - $197K

We work hard to strengthen congregations and related mission and ministry efforts by developing gifts and managing funds on their behalf. We work with them to build communities of generosity among their members and constituents. And we provide all Presbyterians an avenue to realize their philanthropic goals through a variety of giving and investment options. In all our work, we remain focused on the Reformed values that have guided our stewardship and investment for more than 200 years. Details below.

Position Summary

The Director of Investment Management will be responsible for developing and maintaining strong relationships with donors, investors, and beneficiaries. More specifically, the relationships include: Investment Committee/Board of the Presbyterian Foundation, Large beneficiaries of the Presbyterian Foundation, Endowment Service Clients, Proxy Voting Provider, Creative Investments (Impact Investments), MRTI (Mission Responsibility Through Investment), Creative Engagement and Social Witness Committee and Signatory of the PRI (Principals of Responsible Investment), and under the direction of the SVP of Investment Management the Director of Investment Management will engage the Foundation’s Outsourced Chief Investment Officer.

Scope and Breadth of Position

Reports to the Foundation SVP Managing Director of Investments. There are no direct reports to this position.

Primary Responsibility

  • Relationship Building: Cultivate and maintain relationships with current and potential beneficiaries and investors. Understand their interests and align them with the opportunities within our organization.
  • Ensuring regular contact with clients and constituents; mapping of annual client touchpoints.
  • Create tailored presentations to report investment results.
  • Communication: Act as a primary point of contact for Foundation investments with beneficiaries and investors. Regularly update them on the performance vs. goals and objectives.
  • Market Analysis: Under the direction of the SVP Managing Director of Investments, collaborate with the Presbyterian Foundation’s Outsourced Chief Investment Officer to keep abreast of market trends and changes and communicate beneficiary/investor preferences.
  • Collaboration: Work closely with other departments to gather information or data that can be used to engage investors/beneficiaries. Including monthly approval of valuation of common trust funds.
  • Reporting and Compliance: Ensure all investment management services are in compliance; provide regular reports to senior management on progress/issues.
  • Approve monthly capital calls for beneficiaries and fees.
  • Explain spending formula calculations to constituents with understanding of its impact on their programs.

Other Responsibilities

  • Event Management: Organize and attend events, conferences, and meetings with potential and current beneficiaries/investors/ Investment Committee of the Board.
  • Maintaining assets under management.
  • Staff support to denominational committee on Mission Responsibility Through Investments.
  • Staff support for Creative Investment program.
  • Occasional securities transactions as needed.
  • Interact and collaborate with New Covenant Trust Company staff.

Experience and Job-Related Requirements

  • No license requirements.
  • Preference for relevant certifications.
  • Experience in investor relations, sales, or a similar role; experience as investment/trust, brokerage, or investment advisor, and/or maintaining assets under management.
  • Strong understanding of financial markets and investment allocation strategies.
  • Excellent interpersonal and networking skills, with the ability to build and maintain relationships.
  • Fluent in communicating with Investment Committee members, beneficiaries, and donors in the life of the Church on a regular basis.
  • Detailed understanding of investments, finance, and statistics.
  • Demonstrated experience in compilation and interpretation of investment/financial information.
  • Proficiency in Microsoft Office applications, databases, Internet research, and trust/investment accounting systems.
  • Excellent oral and written communications skills.
  • Demonstrated experience in relationship building.
  • Ability to identify, prioritize, and complete essential tasks with minimal supervision.
  • Meticulous attention to detail.
  • Strong organizational and time-management skills.
  • Ability to work collegially and effectively with other employees, trustees, vendors, and clients.
  • Ability to represent the Foundation throughout the Church, financial and investment communities.
  • Ability to persuade and influence others.
  • Trustworthiness and person of high character.
  • Flexibility in working hours may be required to accommodate different time zones of investors.

Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and public both individually and in a group/team environment.
  • Regular use of the telephone and e-mail for communication is essential.
  • Sitting for extended periods is common.
  • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents.
  • No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.

Work Environment

  • The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.
  • Extensive travel is expected to meet with investors or attend relevant events.