Job Opportunity Posting

Posting Date: 3/24/08
Title: Investment Coordinator
Posting Number: 08-03-02

                                         RESPONSIBILITIES

• Collaborate with all members of the investment team, and use control and discretion to prioritize investment data requests, deliverables, and activities to insure that investment department responsibilities and action items receive the necessary staff attention and department resources to meet or exceed expectations.
  
• Assist the CIO in establishing proper controls, processes, and procedures for the central in-take of data requests and scheduling of investment department activities to best utilize departmental resources and meet scheduled deadlines.
  
• Keep the Investment staff informed through verbal and written communication on the status of pending activities and deliverables to assure action items are completed in a timely and accurate manner.
  
• Coordinate and maintain the integrity of the proxy voting process and monitor the proxy vendor’s performance in announcing the process and tabulating proxy vote calculations and results.
  
• Manage the preparation of board meeting material and assure proper follow-up on actionable items approved by the board.
  
• Assist Investment staff members with expediting written correspondence, fund updates, compliance reviews, research, and various research reports to monitor trust assets and financial and investment functions.
  
• Direct internal and external requests for information to the appropriate staff member and assist in assuring a proper and timely response to inquires is generated.
  
• Coordinate the development and/or proofing of monthly and quarterly investment performance statistics for both Foundation permanent funds and Trust assets.
  
• Interact with various members of the Foundation Group staff, clients, and investment advisors in coordinating data requests and scheduling Investment activities.
  
• Proof and assist in the preparation of trade orders as directed by key staff members.
  
• Provide training and direction to members of the staff on investment department controls, and processes.
  
• Keep the Chief Investment Officer apprised of activities to aid decision making at that level.
  
                    MINIMUM QUALIFICATIONS
  
• Related college degree or 3-5 years experience in a trust banking environment with experience in an investment management environment, and an understanding of common investment terms, statistical, and financial information.
  
• Expert understanding of internal processes impacting the service of client relationships.
  
• Excellent problem solving, judgment, and decision making skills.
  
• Ability to adapt and learn various software packages and organizational systems.
  
• Ability to identify and resolve risk issues.
  
• Ability to innovate and initiate positive ideas and changes.
  
• Ability to quickly assimilate knowledge of business intricacies.
  
• Superior organizational skills with the ability to multitask, prioritize, and work independently as well as in a team environment.
  
• Acts in a staff leadership capacity with little supervision or confirmation of actions.
  

Title:                       Development Officer
Department:           Development
Posting Number:     08-01-01

MINIMUM QUALIFICATIONS

Experience and Job Related Requirements for Development Officers

• Preference for an active member of the Presbyterian Church (U.S.A.) with knowledge of the polity, organizational structure and mission of the Presbyterian Church (U.S.A.).
• The candidate will have 2 or more years of documented success in fundraising or other professions requiring the presentation and closing of complex products and services.
• A college degree in business, finance, accounting or the humanities (equivalent degrees for clergy) is required.
• Must be creative to meet the needs and desires of individual prospects and donors, and must be able to self-manage diverse priorities.
• Ability to establish relationships of confidence, trust and full credibility with donors and prospective donors and their legal and/or tax advisors, as well as with pastors and other church leaders.
• Computer proficiency required, including competence in Microsoft Word, Microsoft Excel, and basic investigate computer skills.
• Must have demonstrated leadership and organizational skills.
• Must possess a valid driver’s license.
• Must be capable of obtaining and holding appropriate professional registrations and licenses, including Series 6.

Position Summary

The Development Officer is the primary source of fund development in the interest of mission causes related to congregations, presbyteries, synods, the General Assembly, and Presbyterian-related organizations and institutions. This is accomplished through various charitable and investment strategies, including wills emphasis, deferred giving, investment management and life income plans.  This position also promotes and coordinates the sale of mutual funds and trust services to interested prospects provided by subsidiaries of the Presbyterian Foundation.

Accountabilities

• Targets, cultivates, solicits and secures planned gifts to meet long-term charitable gift goals to support the missions and ministries of the Presbyterian Church (U.S.A.).
• Cultivates new prospects and client relationships with high profile Presbyterians to deliver major gifts for use in approved Presbyterian related missions to perpetuate the services of the Foundation and personal stewardship.
• Generates a gift dollar volume sufficient to generate revenues to offset administrative expenses of the Presbyterian Foundation while increasing dollars available to the Presbyterian Church (U.S.A.) related missions.  Gifts of cash and securities may include: charitable gift annuities, annuity trusts, unitrusts, pooled income funds, permanent funds, bequests, real estate and personal trusts.
• Develop and maintain ongoing harmonious and fruitful relationships with regional leadership of the Presbyterian Church (U.S.A.), its governing bodies, institutions and related entities to exchange information about Foundation services and opportunities to create new mutually beneficial relationships.
• Keeps abreast of trends and developments in gift planning, financial services and compliance with NASD, SEC, licensing and banking regulations.

Major Duties and Responsibilities

• Through one-on-one presentations, seminars and workshops in all presbyteries of the assigned region, promotes and encourages the use of the Foundation’s investment, planned and charitable giving services, as a means of supporting the mission of the Church.
• Provides technical expertise to Presbyterians and other prospective donors about charitable giving, utilizing planned giving instruments, mutual funds and trust services.
• Assists congregations, presbyteries and synods in developing programs for the stewardship of accumulated resources; and provide encouragement and assistance to all governing bodies with their stewardship efforts.
• Develops networks through association with church leadership, national/regional church gathering, and church committees to identify potential clients and promote the financial services provided by the Foundation.
• Responsible for continuing education to maintain Series 6 license and skill level in the areas of finance, tax law compliance, charitable giving and any other areas related to the position.
• Keep the Regional Vice President informed of activities through informal verbal and written reports and computerized data logs.
• Interfaces with the President/CEO and Ministers for Special Interpretation for special emphasis, alertness, and sensitivity to the racial/ethnic components of the Church and insure Foundation services are extended to all through the creation of non-traditional promotion efforts.
• Establishes and maintains a collegial relationship with pastors in the assigned region, using the services of the Foundation to support the mission of the Church at all levels.  Plans, schedules, and provides the leadership for workshops and other meetings assisting people in their charitable estate planning.
• Keeps abreast of tax law changes, charitable giving and other refinements in this highly technical field through attendance at appropriate training conferences and events; must continue with professional development in the area of charitable giving and investments.

Internal Candidates should submit an internal job application to the Human Resources Department. An application may be obtained on the intranet at Human Resources.

Forward resume´ to:

lkd@fdn.pcusa.org

Or, Fax to: 1-502-805-0435

“The Presbyterian Foundation is an Equal Opportunity Employer.”