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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Richmond, Virginia

Salary: $75K - $95K

Church Pension Group (CPG) is a financial services firm located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing. The Investment Group is responsible for the successful and prudent investment of the retirement, health and insurance assets supporting the clergy and lay employees of the Episcopal Church.

Description

Department: Investments
Job Type: Regular Full Time
Education Level: BA/BS
Required Years Experience: 1

Church Pension Group (CPG) is a financial services firm located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing. The Investment Group is responsible for the successful and prudent investment of the retirement, health and insurance assets supporting the clergy and lay employees of the Episcopal Church.

3-year assignment. Full Benefits

The Real Estate (RE) Investment Analyst engages in investment diligence, analysis, monitoring and reporting with respect to the $1.7B global real estate portfolio, taking direction from senior investment professionals. Review and input of quarterly partnership data, analysis/reporting of manager and portfolio related information, and capture of relevant portfolio developments, are primary responsibilities. Other investment related tasks may be assigned, including work outside the real estate asset class.  This position is part of CPG’s Analyst Program, the duration of which is expected to be three years.
Effective performance of the essential functions of this position requires periodic (at least weekly) in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Extract data from financial statements to enter into database and periodically reconcile numbers to other data sources.
  • Prepare analyses and reporting of relevant data on covered asset classes and functions.
  • Track progress with existing and prospective managers.
  • Assist in departmental operations, administration, and reporting functions.
  • Assist in preparation of board materials and other recurring reports.
  • Help maintain departmental investment databases.
  • Assist with additional departmental projects and deliverables as needed, especially during peak periods.

QUALIFICATIONS:  To perform this job successfully, an individual must be able to exercise sound judgment and perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Familiarity with real estate industry, structures, and terminology is preferred.
  • Strong Microsoft Office skills, especially Excel, required.
  • Familiarity with databases, analyzing large data sets, DoMo experience a plus
  • Strong analytical and interpersonal skills.
  • Unwavering focus on accuracy.
  • Ability to understand and extract financial data from financial reporting documents.
  • Working knowledge of investment management, economics and capital markets.
  • Ability to meet deadlines is critical for investment decision making and Investment Committee reporting.

 Education & Experience

  • B.A./B.S. required. Finance, economics or accounting degree preferred;
  • CFA/CAIA preferred;
  • 1+ years of relevant work experience;
  • Demonstrated academic/professional excellence.

PHYSICAL DEMANDS: Commuting to the office, on average, three days a week. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position.

  • Occasional travel could be required. Travel conditions may vary

WORK ENVIRONMENT: Hybrid (two days working from home, three days working in a standard office environment, Tue-Thurs.). Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.


Salary range: $75,000 – $95,000

Join us and Create A Better Future For Yourself!

Flexible Benefits available to eligible employees:

  • Medical (including Vision)
  • Dental
  • Supplemental Dental

Core Benefits automatically provided to eligible employees:

  • Employee Life Insurance
  • Spouse and Dependent Life Insurance
  • Accidental Death and Dismemberment (AD&D) Insurance
  • Short-Term Disability (STD) coverage
  • Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
  • Business Travel Accident Insurance
  • Worker’s Compensation
  • Employee Assistance Program
  • Retiree health insurance (eligible after 10 years)
  • Retiree life insurance

Elective Benefits available to eligible employees:

  • 401(k) with matching contributions (immediate vesting)
  • Flexible Spending Accounts (FSAs)
  • Commuter Benefits
  • New York’s 529 College Savings Program (NY State residents)

Educational Assistance Program available to eligible employees

Maternity/Paternity Leave available to eligible employees

Time Off available to eligible employees: Vacation, Sick, Personal and Holidays