The role:

The Investment Analyst, Public Markets reports to and works closely with the Vice President and Managing Director, Investments, and along with the Assistant Director, Investments identifies areas of risk and opportunity within the public markets component of the Board of Pensions’ Balanced Investment Portfolio.

What you will do:

• Provide analytical support for the Board’s investment due diligence process with a focus on public market equity and fixed income allocations.
• Lead the generation and management of portfolio analytics in preparation for investment manager due diligence meetings and will participate and actively engage in the investment due diligence meetings with the Board’s equity and fixed income managers.
• Lead weekly meetings between the Investments and Investments Operations team to keep team members informed and to enhance transparency and communication across the department.
• Contribute to the creation and maintenance of analytical workbooks including the gathering, sorting, evaluation, and analysis of investment manager and public market material either as ongoing project work or an ad hoc need.
• Support effective data organization by collecting, maintaining, and archiving data, meeting records, evaluations, and analysis in centralized locations and across multiple systems.
• Provide operational support to the Investments team by facilitating the communication and delivery of portfolio transaction documentation and related information.
• Support reporting by generating and creating a variety of investment reports for internal use and for distribution and presentation to the Investment Committee of the Board of Directors.
• Provide technical support for sourcing data from various systems during specific project work or as needed.

What you need to succeed in the role:

• A bachelor’s degree, no specific type of major required.
• Strong Microsoft Office skills; advanced Excel.
• A proficiency with Microsoft Power BI, or similar data visualization programs.
• A willingness to complete the CFA designation preferred.
• A strong sense of ethics, integrity, honesty, and initiative.
• An interest in expanding knowledge and understanding of financial markets.
• An ability to work independently and collaboratively as a member of a highly motivated and effective team.
• An ability to coordinate, prioritize, and execute a variety of activities in a timely manner.
• Excellent written, listening and communication skills.
• An ability to work on-site Tuesday through Thursday at the 2000 Market Street office in Philadelphia.
• An ability, interest, and desire to stay current and maintain a level of investments knowledge via seminars, industry literature, and formal training and development.

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.