Investment Portfolio Associate

1 week ago


San Francisco, California, United States The Association of Asian American Investment Managers Full time
Job Description:

The Investment Portfolio Associate plays a crucial role in managing assets for the Pension Boards, United Church of Christ (PBUCC), and a large client, United Church Funds (UCF) with approximately $4.7 billion in total assets.

Responsibilities include collecting and analyzing market and manager data, evaluating and monitoring external investment managers across various asset classes, preparing meeting materials, and assisting with presentations to investment committees and internal/external clients.

This position serves as a backup for investment operations and reports to the Deputy Chief Investment Officer. The successful candidate will maintain a positive attitude and consistently exceed expectations while interacting with colleagues.



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