Careers

Work for the Foundation

Senior Vice President, Chief Financial Officer

The ideal SVP, CFO will be a sophisticated financial leader with impeccable integrity and a commitment to aligning financial strategy with the values of the Presbyterian church as well as the goals of the Foundation. The selected candidate must be able to work from the Presbyterian Foundation’s Jeffersonville, Indiana headquarters and to travel regularly, both domestically and internationally.

More information

Securities Trading & Assistant Portfolio Manager

Department: Trust
Posting Number: HR 19-09-3

Position Summary

This staff member will assist the Director of Investments & Portfolio Management Services with all phases of portfolio management, including entering securities trades into trading and recordkeeping systems, monitoring security positions, monitoring asset allocations, assist with the gathering of economic and capital markets information (both equity and fixed income interest rate data), participate in asset allocation strategy development, monitor and initiate investment reviews and asset allocation rebalancing, implement as directed strategic and tactical asset allocation changes, monitoring asset class, sub-asset classes, conduct capital markets and securities research as directed, and other duties as assigned.

Scope & Breadth of Position

This position reports to the Director of Investments & Portfolio Management Services.

Accountabilities

Monitoring, maintenance, documentation, execution and compliance with all regulatory requirement associated with Trust Department portfolio management, securities trading and portfolio recordkeeping.

Major Duties and Responsibilities

This staff member will:

  • As directed the staff member will gather economic and capital market data for inclusion in NCTC’s economic assessment,
  • Attend the Trust Investment Committee meeting and prepare reports as directed for the development and implementation of asset allocation, both strategic and tactical, changes,
  • Record, prepare, and distribute the minutes of the Trust Investment Committee meeting
  • Participate as requested or directed by your Supervising staff with other team members on the development and capture of client Investment Policy Statements,
  • Monitor Investment Policy Statement and Asset Allocation compliance by launching and completing the investment review process each month
  • After appropriate training, enter, and monitor security trades and settlements,
  • Monitor asset allocation positions, including class, sub-asset class, security, and cash level exposure
  • Identify and report to your Supervisor accounts that require rebalancing
  • Rebalance portfolios as directed by your Supervisor
  • Monitor and report on security positions, securities ratings, and any changes requiring attention or action
  • and other duties as they may be assigned from time to time.
This staff member will be expected after an appropriate training and development period to communicate directly with clients regarding less critical portfolio management issue. Should more significant investment and portfolio management issues arise during these conversations the staff member will communicate the concerns or issue back to their Supervisor.

Relationships

This staff member will work in a team setting and participate with the Director of Investment & Portfolio Management Services and the Trust Relationship Officers to deliver high-quality service to our clients.

Experience and Job-Related Requirements

The candidate should possess a bachelor’s degree in one of the following fields of study:

  • Business Administration (preferably with a major or and emphasis in finance)
  • Economics
  • Accounting
It is preferable, but not mandatory this staff member have three to five years’ experience in trust operations, securities processing or previous experience in portfolio management.

The candidate must have strong keyboard and data entry skills. The securities trading function requires a high degree of attention to detail. The candidate must be able to remain focused on completing their assigned task with accuracy and in accordance with securities processing deadlines, regardless of events going on around them.

It is important this staff member have a general knowledge of different types of securities, trading and trade settlement processes. Industry designations the candidate could eventually seek and which would be helpful to their advancement but not require are:

  • Certified Financial Planning, CFP
  • Certified Investment Management Analysts, CIMA
  • Chartered Financial Analysts, CFA
  • Accredited Investment Fiduciary, AIF
Physical Requirements

  • Ability to communicate orally with management and co-workers, both individually and in a group/team.
  • No heavy lifting is expected. Exertion of up to 10 pounds of force occasionally may be required.
  • Regular use of the telephone and e-mail for communication is essential.
  • Sitting for extended periods is common with extensive work at a computer monitor and/or calculator.
  • Hearing and vision within normal ranges is essential for normal conversations to receive ordinary information and to prepare or inspect documents.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
Work Environment

The job is performed indoors in a traditional office setting. A successful staff member should expect the work environment to change after an appropriate period of growth and experience. This could include expanded client communication and the potential for air travel to visit clients and prospects. The potential for future travel is not expected to be more than 10 to 20% of time.

Download PDF of Job Listing

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #19-09-3
“The Presbyterian Foundation is an Equal Opportunity Employer”

Associate Ministry Relations Officer

Department: Development
Posting Number: HR 19-08-02

Basic Commitment

This position calls for a commitment to Jesus Christ through the church, an evident love for all people of varying views and personalities, a commitment to the governance of the Presbyterian Church (USA), a responsible affirmation of personal stewardship, and a concern for the financial support of the Presbyterian Church (USA) in all its worship, mission, and witness. The position provides leadership to the Foundation for the stewardship of accumulated resources.

Position Summary

The Ministry Relations Officers (MROs) are the main relationship builders with Pastors as well as Church and Institutional leaders representing the Presbyterian Foundation and its services and support. The Associate Ministry Relations Officer (AMRO) will support the MROs.

  • Follow up with attendees of key MRO events.
  • Assist with specific MRO tasks as assigned by Senior Ministry Relations Officer (SMRO).
Scope and Breadth of Position

This position supports and reports to the SMROs.

Budget Responsibility

Operating Budget with the oversight and approval of the SMROs.

Responsibilities

  1. Travel to meetings/gatherings with MRO staff, providing support while gaining experience with donors, congregations, presbyteries, and other related institutions.
  2. Organize and standardize presentations used by MROs. Work with marketing department to design and disseminate for MROs as needed.
  3. Learn the many different products and services offered by the Foundation and NCTC.
  4. Participate as an observer on the Special Gifts Committee, learning how gift exceptions are processed and handled at the Foundation.
  5. Engage and participate on social media platforms with other Presbyterians, facilitating the identification of opportunities where the Foundation could provide assistance.
  6. On behalf of the SMROs and MROs, make outgoing calls (for example, placing thank-you calls to donors of the Board of Pensions, courtesy contact to Stewardship/Planned Giving Navigator enrollees, contact requests from Client Services, etc.)
  7. On behalf of the SMROs and MROS, coordinate mass communication efforts of donors and churches (for example; birthday cards, invitations, announcements about upcoming programs, etc.)
  8. Coordinate logistics of meetings for SMROs including location, reservations, event registration, catering, handouts, and presentation materials.
  9. At the direction of the SMROs, lead presentations, return calls, troubleshoot issues, and engage churches and individuals.
  10. Extensive travel as required.
Performance Metrics

  1. Place outgoing calls to BOP donors as assigned by MRO in a timely and appropriate fashion.
  2. Appropriate follow up as assigned by MRO to congregations who have signed up for the Stewardship and/or Planned Giving Navigator.
  3. Provide appropriate support to MRO to enhance relationships with congregations in the form of email and or phone communication as well as participating in appropriate face-to-face meetings.
Experience and Job Related Requirements

  1. A college degree in business, finance, accounting or the humanities (or equivalent degrees for clergy) is required. An M. Div. is desirable.
  2. An active member of the Presbyterian Church (U.S.A.) with knowledge of polity, organizational structure, and mission of the Church. Ordination as a ruling or teaching elder is preferred.
  3. Experience in relationship management, customer service, and customer support.
  4. Proficiency with technology and the many ways to use technology to manage relationships.
  5. Ability to establish relationships of confidence, trust, and full credibility with donors and prospective donors, investors and prospective investors, together with pastors and other church leaders.
  6. Excellent listening skills giving full attention to the customer/channel partner with ability to ask appropriate and adequate questions to uncover real needs/concerns.
  7. Must have extraordinary interpersonal and communication skills and be able to effectively establish and maintain relationships as well as balance diverse priorities.
  8. Proficient in communicating ideas and concepts via presentations before audiences of various knowledge levels.
  9. Proficiency with time management disciplines such that one can work remotely and keep in good communication with the team. Ability to handle multiple cases at one time and bring each case to a successful close and implementation.
Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and public both individually and in a group/team environment
  • Regular use of the telephone and e-mail for communication is essential
  • Sitting for extended periods is common
  • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents
  • No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
Work Environment

  • Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.
  • Extensive travel is required.
Download PDF of Job Listing

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #19-08-02
“The Presbyterian Foundation is an Equal Opportunity Employer”