3 Executive Vice President, Investments Jobs in Alpharetta, GA
National Christian Foundation is Hiring an Executive Vice President, Investments Near Alpharetta, GA
NCF’s ministry at a glance
With over 30 local teams, unparalleled expertise, and the most creative giving solutions available today, we help Christian families send more to their favorite causes and connect with the larger movement of biblical generosity taking place around the world.
Since 1982, givers at NCF have mobilized more than $15 billion to 71,000 charities through a giving platform that includes Giving Funds (donor-advised funds), expert strategies for non-cash giving, highly personalized service, and local community building opportunities.
At the National Christian Foundation (NCF), we have a remarkable opportunity to ensure that the capital under our stewardship is wisely managed before funds are granted to charities. Our goal is to see both strong financial returns and kingdom-focused, positive outcomes as NCF givers support the work of countless Christian causes and ministries in our communities and around the world.
NCF’s giving solutions include a variety of investment options for the givers we serve, from secular and faith-driven investment pools to separately managed accounts to sophisticated supporting organizations. We are seeking to make significant strategic strides across all our investment products and assets to steward wisely what the Lord has entrusted to us.
We are seeking a seasoned leader with experience in investment strategy and investment operations, including: product development, portfolio management, policy development, compliance, day-to-day management of customer investment accounts, and the management of other resources to accomplish more grantmaking and support for NCF’s operations.
This person will work closely with the CEO, leadership team, Investment Committee (appointed by the board), and our external partners to make NCF the most innovative and effective steward of capital of any donor-advised funds in the world. NCF needs an extraordinary leader to help us realize that vision for the benefit of our givers and the causes they support.
Key highlights
Reporting
This position reports to the Chief Executive Officer.
Management/supervision
This position provides investment strategy and analysis, as well as oversight of investment pools, separately managed accounts, policy, and compliance.
Essential functions
- Develop the most effective, innovative, investment platform of any donor-advised fund (DAF) in the world.
- Become a leader in the faith-driven investing space on par with our leadership in Christian giving.
- Work with the Investment Committee of the board to get input and build alignment and support for our direction.
- Develop plans to collaborate with other aligned players in the faith-driven investing space to leverage their skills and offerings and together build a network of investors and resources to provision faith-driven goals and influence the world as appropriate.
- Make strategic investing a core competency of NCF, which clearly defines our differentiation in the market as the leading faith-driven partner in the giving and granting "business."
- Manage the selection and performance of the managers we use to oversee our full line of both secular and faith-driven investment pools to support giver goals.
- Evolve and enhance our faith-driven offerings by adding innovative investing option.
- Work with our product and marketing team to communicate these options responsibly to givers and highlight the impact these faith-aligned investments are making.
- Develop an understanding of financial advisors, givers, and our work with them to offer excellent solutions.
- Develop the right balance of liquidity, performance, and impact to assure we and our givers remain focused on our core mission of generosity.
- Innovate the way NCF structures and delivers our pooled options.
- Manage and improve the internal operations of our separately managed fund offerings.
- Enhance this product with new services and capabilities to improve our service to givers and their advisors, thereby attracting more capital.
- Reposition this offering as a profit center for NCF and a way to enhance the economic and social impact of these assets to our givers.
- Manage NCF’s substantial cash resources to make sure we can always honor the grant givers’ requests.
- Position these resources to produce sustainable income for the business as interest rates and other aspects of various financial cycles evolve.
- Achieving all of the above efficiently and properly will require a careful assessment and realignment of our Master Investment Policy, perhaps creating multiple policy documents:
- Review/improve policies for the cash funds.
- Review/improve policies for the investment pools.
- Review/improve policies for separately managed funds.
- Review/improve policies for donor-created supporting organizations.
- Work closely with the Investment Committee of the board to build unity and support at the policy level.
- Manage compliance for all these and any other investment-related compliance needs.
- Define a structure, identify the talent needs for NCF, and reflect on what needs to happen to accomplish our goals.
- Build and develop a strong team to give NCF a differentiated position in the marketplace.
Required Experience:
The successful Executive Vice President, Investments candidate will be a follower of Jesus Christ with a vibrant and grounded personal faith that is evident in all relationships, interactions, and decisions and models personal and professional integrity. They will be excited by the opportunity to bring their spiritual maturity and apply their executive-level investment and leadership experience in a non-profit environment focused on helping Christians steward generously the resources with which the Lord has blessed them.
The ideal candidate will have at least 15 years of experience developing and managing investment strategies and products. A background in non-profit investing would be valuable, but is not required. The candidate must have excellent communication skills with the ability to cast vision and excellent leadership skills to attract and lead a strong team.
- An understanding of and enthusiasm for the core mission of NCF and the causes our givers support.
- A passion for faith-driven investing and the ability to achieve both excellent investment returns and values-aligned impact.
- A CFA, MBA, or other similar qualification and a deep understanding of strategy, business, finance, and investments.
- An ability to engage at the strategic level and execute in the details, managing the complexities of compliance, legal and regulatory concerns, investment operations, and portfolio management.
- Experience working constructively with external fund managers, consultants, and other parties to achieve the best outcomes for an investment portfolio.
- An understanding of both the wealth management and institutional investment spaces.
- A capacity for clear written and verbal communication.
From: National Christian Foundation
Job Summary
Full Time
$105k-166k (estimate)
05/15/2023
05/15/2024
nationalchristian.com
Alpharetta, GA
500 - 1,000
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