SMID Tactical Christian Values Equity Portfolio Manager

Job Title:                          SMID Tactical Christian Values Equity Portfolio Manager

Location:                          U.S. Remote possible, prefer one of our office locations (Scottsdale, AZ; St. Louis,

MO; Charleston, SC; St. Paul, MN; Dallas, TX)

Status:                              Full-time, exempt

Reports To:                    Steve Nelson, CFA – Chairman & CEO

Compensation Range:  Commensurate with experience

Firm Overview                Faith Investor Services, LLC has two divisions; Institutional (ETFs & SMAs) and

Wealth Management. We offer a family of Christian faith-based ETFs with some

managed in-house and others by sub-advisors. In Wealth Management, we serve

private clients across many states. The firm was founded in Dallas, TX in 2021 and

is growing rapidly. More information is at faithinvestorservices.com.

Position Summary         The primary focus of this role is to lead the Biblically responsible SMID equity

strategy for the firm. This includes management of a tactical active ETF managed

with Christian ethical screens. The portfolio is mostly comprised of small and mid-

cap US equities with some SMID international equity investments across both

developed and emerging markets. So, the strategy is global with a U.S.

bias. Benchmark: Russell 3000. Portfolio turnover is, on average, expected to range

between 30%-70%. Portfolio managers who are comfortable at significantly higher

or lower turnover levels will not be appropriate for this role. The role also involves

engagement with corporations, supporting the wealth management investment

team, trading and marketing. Travel is required and the person in this position is a

member of the firm’s Investment Committee.

Key Accountabilities      Deliverables include:

·      Investment performance.

·      Work with your co-portfolio manager and trading sub-advisor on the ETF including compliance

documentation.

·      Marketing - thought leadership through speaking, writing, attending conferences and interfacing with

internal and external financial advisors.

·      Actively contribute to the firm’s Investment Committee.

·      Provide occasional support in our relationship manager’s private client engagements including in-

person and virtual meetings.

Qualifications                 

·      Strong analytical and communication skills, overlayed with wisdom.

·      Experience managing fundamental and tactical equity portfolios and trading.

·      One or more of the following: MBA, CFA, and CMT are not required, but will be a significant advantage

for the successful candidate.

·      Proficient in Factset, Excel and PowerPoint.

·      Organized with a high attention to detail.

·      Works well both independently and collegially.

·      Exemplifies the highest professional standards and integrity.

·      Exhibits a fiduciary mentality, always acting in the client’s interest and maintaining confidentiality.

·      A joyful person.

Education & Experience We seek individuals with:

·      A Bachelor’s degree or higher.

·      A minimum of three years’ full-time experience in a similar role or career path. Five to twenty plus

years of experience preferred.

·      CFA or Series 65 or 66 license.

·      CMT

Salary and benefits     We offer:

·      A Christian culture.

·      Base salary commensurate with experience.

·      Performance-based incentive pay.

·      Benefits including health care, dental, vision, 401(k), maternal and paternal paid leave.

·      Financial support for professional accreditation/continuing education.

·      A wonderful growth-oriented culture with exceptional colleagues.

Faith Investor Services, LLC is proud to be an equal opportunity employer.

Please note that background checks and other testing are part of our pre-hire due diligence process.

Contact Steven T. Nelson, CFA; snelson@faithinvestorservices.com, or (480) 780-0104.