Description

The Portfolio Strategist of the Community Foundation monitors and reports on all investment activities of the Foundation. The Portfolio Strategists will work closely with the Vice President of Investments to report to the Investment Committee of the Board of Directors with oversight into the foundation's internal pools and externally managed investments. The Portfolio Strategist meets with key stakeholders to report on investment performance and assists with identifying investment objectives and risk tolerance. The Portfolio Strategist also regularly assesses internal controls related to the investment activities and the risks inherent in portfolios or individual investments and may recommend corrective action. This role requires a comprehensive and current understanding of all investment vehicles, asset classes, and the financial marketplace. This person is responsible for educating and informing clients about investment strategies necessary for meeting long-term charitable goals. This position reports to the Vice President of Investments and is classified as salaried and exempt. 

Essential Functions

• Document and explain the investment philosophy, process and performance of Foundation investment portfolios and accounts to client groups.
• Prepare reports across a variety of platforms for key stakeholders. 
• Assists with the oversight of outside investment managers recommended by consultants.
• Collaborate with the investment team on the oversight of outside investment managers and consultants for Foundation assets and participate in the discussion of investment mixes. 
• Participate in regular investment discussions with external financial advisors and analysts and provide day-to-day oversight of investment managers and their activities.
• Provides consultation with donors on investment strategies (but not advice) on maximizing investments to meet long-term charitable goals. 
• Work with the investment team and corporate counsel to provide due diligence on all private investments. 
• Assess the adequacy and effectiveness of internal controls related to Foundation investments.
• Assess the risks inherent in asset classes and individual investments used in Foundation portfolios.
• Serves as a resource to the donor relations team on investment philosophy, process, and performance.

Requirements

• A Bachelor’s degree or equivalent and at least 5 years of related experience. An equivalent combination of education and experience will be considered. 
• Master’s degree in related field, MBA, Chartered Financial Analyst Designation, Certified Financial Planner® or Certified Investment Management Analyst preferred.
• Deep understanding of the financial planning process with the ability to guide in asset allocation. 
• Highly motivated self-starter with the ability to determine priorities, plan, organize and follow through on assignments with minimal supervision.
• Ability to present material concisely and interact with clients and prospects professionally with excellent verbal, presentation, written and interpersonal communication skills.
• Ability to successfully work with agility and under pressure, including identifying and quickly resolving problems. 
• Ability to successfully utilize financial principles in our operation, using American money and within applicable guidelines.
• Ability to read, analyze, write and interpret a variety of instructions and procedures; operate within current industry best practices. 
• Ability to build professional relationships with internal and external stakeholders and communicate verbally and in writing. 
• High technical aptitude and ability to learn new software quickly and thoroughly. 
• High attention to detail with the ability to apply, present, and manage relevant financial principles and data.
• Ability to define problems, collect data, establish facts and draw valid conclusions. 
• Ability to operate in a highly collaborative environment, work independently, and be self-motivated. 
• Ability to drive, navigate maps/GPS instructions, and possess a clean driving record with current insurance coverage and a valid driver’s license.

The employee must physically be able to

• Regularly complete tasks at a computer terminal. 
• Work in a fast-paced environment with frequent interruptions.
• Work within an office that has a moderate noise level. 
• Communicate and interpret detailed information.

This job description is a summary of the employment-at-will relationship and not a contract. Not every responsibility is outlined, changes should be anticipated, and other duties will be assigned as necessary.