Portfolio Analyst
3 weeks ago
The General Conference of Seventh-day Adventists is seeking a skilled Portfolio Analyst to support the operation of the GC Investment Office (GCIO) and its functions. The successful candidate will provide accounting and analytical support for the management of the GC Unitized Funds, the GC Money Fund, and Investor Portfolios.
Key Responsibilities
- Work with the Manager of Investor Relations on client portfolio analysis and reporting.
- Analyze investor portfolios to improve performance, risk management, and other outcomes, and guide investors as necessary.
- Develop a system or process for managing investor portfolio information to help the GCIO be proactive and organized for client portfolio analysis and reporting.
- Provide support to clients and respond to inquiries.
- Support the accounting and fund management team by data input, calculation of net asset values, production of periodic financial reporting, and completion of annual reports.
- Ensure the accuracy of portfolio accounting.
- Create and distribute monthly statements for clients.
- Conduct analysis of funds.
- Provide analytical support for developing investment strategies and portfolio management.
- Conduct analysis to assist in the management of investment funds and in the development and execution of investment strategies.
- Participate in calls with investment managers and market analysts to provide input for the management of investment funds.
- Prepare commentary and analysis of the economy and markets for various audiences.
- Engage in administrative support for the investment office, including supporting daily activities and ongoing projects and initiatives.
- Perform assigned duties in harmony with departmental guidelines and timelines.
- Must be a member in regular standing of the Seventh-day Adventist Church.
- Must maintain a regular and reliable work schedule.
- Other duties as may be assigned.
Qualifications
- Bachelor's (BA/BS) degree in accounting, business, or equivalent required.
- At least three to five years of relevant successful experience required.
- Certified Public Accountant (CPA) preferred. CPA-candidate will be eligible for promotion to Senior Systems Accountant when certification is achieved. Denominational experience strongly preferred.
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