Position Summary

The Pension Boards-United Church of Christ, Inc. (PBUCC) is an Affiliated Ministry of the United Church of Christ responsible for ministerial welfare activities, and a system of employee benefit programs designed to assist authorized ministers, and lay workers achieve financial security during their working and retirement years. PBUCC is a membership corporation with over $3 billion in assets, currently serving more than 22,000 active, inactive and retired clergy and lay workers.

The Associate is part of the Investment team responsible for managing assets for the Pension Boards, United Church of Christ (PBUCC), as well as a large PBUCC client, United Church Funds (UCF) totaling ~4.7 billion dollars. The job functions include but are not limited to collecting and analyzing market and manager data, evaluation and on-going monitoring of external investment managers in all asset classes, preparing meeting materials, and assisting with presentations to investment committees and internal/external clients. The Associate also serves as a back-up for investment operations.

This position reports to the Deputy Chief Investment Officer. The Associate will maintain a positive attitude and ability to consistently exceed expectations while interacting with all colleagues.

What You’ll do:

• Collect and analyze data for current and prospective managers for the PBUCC and UCF for all asset classes.
• Maintain internal database (cloud based) to keep track of required reporting from managers.
• Take meeting notes and monitor external managers to evaluate managers.
• Assist (as a backup) with operational issues for month-end or mid-month transfers, capital calls and distributions and asset allocation changes.
• Assist in preparation of board materials in advance of meetings and other presentation needs.
• Draft monthly and quarterly communications, and investment updates.
• Communicate cash flow and assets details with outside managers and consultants.
• Collect, track and analyze market data and portfolio composition for tactical asset allocation.
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What you’ll need:

• Bachelor’s Degree
• Passion for investing and a strong desire to develop investment skills and judgment
• Progress towards or interest in pursuing a CFA designation.
• Solid communication skills, superior attention to detail, organizational and analytical skills, problem solving skills, multi-tasking abilities.
• Experience in documenting manager meetings, Investment Committee meetings and investment operations activities.
• Advanced skills in Excel, Word, PowerPoint.
• Displays a team-based and cooperative attitude.
• Highly organized
• Interest in principles of responsible investing (Faith and Finance initiative at PBUCC)
• At least 5 years of financial experience in an organization with at least $1 billion in assets

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