The role:

The Lead, Investments Coordinator, reports to the Director, Operations & Compliance, and Executive Vice President, Chief Investment Officer, and partners with Investment Team stakeholders to facilitate and organize workflows for implementation and audit and reporting requirements. The Lead supports investment and financial analysis activities across all investment asset classes – alternative investments including private equity, private credit and real estate, public equity, and fixed income and proactively develops strategies for increased efficiencies in support of departmental and organizational strategy and change management initiatives.

What you will do:

• Maintain and enhance compliance with internal controls by recommending changes to ensure transactions are prepared, executed, and documented properly, proactively identify control weaknesses, and make system changes and process improvements to enhance controls and mitigate risk.
• Analyze existing systems and processes to identify greater efficiency and opportunities for improved internal controls, incorporate new guidelines, and recommend and communicate to management solutions that may require policy changes or new processes.
• Oversee prohibited securities compliance, tax reclaims paperwork, corporate actions requirements, and commission recapture program management.
• Manage the tracking of sourcing activities and document management for multiple investment funds, both private and public.
• Prepare and analyze ongoing metrics and dashboards to support the Investment Team and partners, and assist the EVP in the coordination and development of the annual Investments Team operating plan.
• Perform monthly, quarterly, semi-annual invoice processes to ensure accurate and timely information is available to the EVP for decision-making.
• Resolve complex financial issues related to invoice payments, identify underlying issues, recognize exceptions, and recommend solutions.
• Maintain and generate accurate invoice payment records and support and analyze invoice payments and account reconciliations entries for multiple fund managers and vendors.
• Contribute to the preparation of the quarterly business continuity plan, update vendor relationships and lead external fund document management.
• Develop framework to analyze the historical track record of prospective investment opportunities.

What you need to succeed in the role:

• 5 years’ investment or related experience required; alternative investments, public equity, fixed income, and/or non-profit accounting experience preferred.
• A bachelor’s degree in finance or related field or an equivalent combination of education and experience.
• A broad understanding of private and public investment instruments and a working knowledge of investment operations, custodian bank, and mutual fund investment environments.
• An ability to interpret and apply advanced investment and financial knowledge.
• An advanced proficiency in business applications, such as Microsoft Office; especially Excel.
• A proven ability to analyze and interpret business policies and external regulations and translate them into compliant and efficient processes.
• An ability to observe trends in data and to recommend and help implement solutions to increase efficiency, effectiveness, and accuracy of investment data.
• A demonstrated capability to gain the respect of others, influence people of varying levels of authority in multiple organizations and elicit cooperation without direct authority.
• Strong verbal and written communication skills, including the ability to communicate information clearly and effectively to internal audiences and client groups.
• An attention to detail and accuracy and an ability to prioritize multiple tasks to meet deadlines and response standards.
• An ability to work on-site Tuesday through Thursday at the 2000 Market Street office in Philadelphia.
• An ability to stay current and maintain a level of professional expertise in investment and financial analysis via seminars, literature, and formal training.

We offer a generous benefits package for eligible employees.

• Medical, dental, and vision coverage.
• Defined benefit pension plan.
• 403(b)(9) retirement savings plan.
• Generous paid time off, including sick time, holidays, and 22 days of personal leave.
• Tuition assistance.
• Employee Assistance Plan and other health and well-being resources.
• Employer-paid death benefits with opportunities to purchase additional coverage.
• Employer-paid Short-Term and Long-Term disability coverage.
• Access to the Board’s education and grant assistance programs.
• Discount programs on entertainment, travel, and more.
• Satisfaction gained from working for a service-oriented employer.
• Volunteer and other service opportunities in the community at large.

Our recruiting process is simple.

If you’re interested in a role at the Board of Pensions, apply online at pensions.org. If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They’ll also answer any questions you might have. If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.

To protect the health of our staff, we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.

We are an Equal Opportunity Employer.

The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.