Investment Relations Director

Department: Investment Relations

Posting#: HR 25-11-08

Position Overview

The Investment Relations Director is responsible for cultivating and managing relationships with donors, beneficiaries, and key constituents of the Presbyterian Foundation. This includes engagement with Endowment Service Clients, Board Trustees, OCIO, MRTI, and PRI signatories. The role involves providing tailored investment reviews, explaining financial strategies, and ensuring transparent communication on performance and spending formulas. The Director serves as the primary liaison to the Investment Committee and OCIO, oversees compliance with investment policies, and manages approvals for valuations, trades, and capital calls. Additional responsibilities include creating customized presentations, supporting educational initiatives, attending strategic events, and maintaining awareness of trends in faith-based investing. The position also manages the department budget and collaborates across teams to enhance constituent engagement.

About Us

Since 1799, The Presbyterian Foundation has been dedicated to gathering, stewarding, and distributing funds for mission, deeply rooted in the Reformed values that have guided us for over two centuries. We are committed to strengthening congregations and their related ministries by developing and managing funds on their behalf, fostering communities of generosity among members and constituents. Our services extend to all Presbyterians, offering a variety of giving and investment options to realize philanthropic goals, all while staying true to our faith driven principles.

Our mission is carried forward by our Senior Staff and Trustees, whose leadership, experience, and faith values embody the dedication to our cause. They are not just stewards of resources but also of the legacy and integrity of The Presbyterian Foundation. As we navigate the future, we remain focused on impacting the world through faith, hope, and generosity, inviting you to join us in this enduring journey of mission and ministry support.

Why Us?

Legacy & Continuity: Since 1799, the Presbyterian Church has upheld a vision of financial stewardship, exemplified by the creation of its oldest endowment in 1821, which continues to support our mission today.

Exceptional Benefits: Enjoy access to a highly affordable health insurance plan, generous vacation time, and a comprehensive benefits package that includes a pension plan.

Positive Work Culture: Experience a workplace that values meaningful work, fosters respect, and maintains a pleasant and supportive environment.

Personal & Professional Growth: Embark on a unique career path within the organization, benefiting from opportunities to broaden your expertise and personal development.

The Presbyterian Church (U.S.A.) Foundation, along with its subsidiary New Covenant Trust Company (NCTC), are Equal Opportunity Employers. We provide equal opportunities in all employment positions, regardless of age (as defined in the Age Discrimination in Employment Act), disability, sex, national origin, race, color, creed, religion, sexual orientation, gender identity, gender expression, or veteran status.

Next Steps

To apply, please send your resume to Yveshia Klingman.