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Portfolio Manager

4 weeks ago

Silver Spring, Maryland, United States General Conference of Seventh-Day Adventists Full time
Job Title: Portfolio Analyst

Join the General Conference of Seventh-Day Adventists as a Portfolio Analyst and contribute to the success of our investment office. As a key member of our team, you will provide accounting and analytical support for the management of our unitized funds, money fund, and investor portfolios.

Key Responsibilities:
  • Work closely with the Manager of Investor Relations to analyze client portfolios and provide 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 ensure proactive and organized client portfolio analysis and reporting.
  • Provide support to clients and respond to inquiries.
  • Support the accounting and fund management team with 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.
Qualifications:
  • Bachelor's degree in accounting, business, or equivalent required.
  • At least three to five years of relevant successful experience required.
  • Certified Public Accountant (CPA) preferred.
Knowledge, Skills & Abilities:
  • Knowledge of principles, policies, and beliefs of the General Conference and the Seventh-day Adventist Church.
  • Must exhibit extensive initiative and work with minimal supervision.
  • Ability to perform accounting duties in an efficient and accurate manner.
  • Knowledge of up-to-date accounting and office procedures.