Vice President Portfolio Management

Company: CFA Institute
Location: Chicago
Posted on: September 3, 2024

Job Description:

Join a company that is making a difference, and where contributions are recognized and valued.
At Covenant Trust Company, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference in the world around them.
We are a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.
Position Summary
The Vice President, Portfolio Management is responsible for leading Covenant Trust's investment services. This position is responsible for developing and implementing strategic and tactical investment strategies, spearheading manager selection and asset allocation, regularly meeting with and giving investment presentations to clients, and overseeing investment communications. The VP collaborates with other leaders in serving Covenant Trust clients and oversees the collaboration between the investment function and related operational teams. The VP serves as the primary point of contact for Covenant Trust clients, collaborating with clients to understand their financial goals, risk tolerance, and investment preferences.
What we look for:

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• Bachelor's Degree required, with a concentration in Investments, Accounting, Finance, Business, or Economics. CFA highly desirable.
  
• Eight to ten years of investment management or related work experience. Non-profit institutional investing experience a plus.
  
• Strong working knowledge of securities, portfolio construction, and financial markets.
  
• Experience with Morningstar Direct, Bloomberg Terminal, or a similar financial/investment data provider's software.
  
• Excellent management skills. Three years of experience in a supervisory role desirable.
  
• A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable purposes.
  
• Excellent communication and interpersonal skills, with the ability to articulate investment strategies and interact effectively with clients.
  
• Excellent customer service skills; excellent interpersonal skills for a quality working relationship with accountants, State of Illinois regulatory personnel, CPA audit personnel, Covenant Trust staff, vendors, and other service representatives.
  
• Must be self-directed and motivated, able to work independently with excellent follow-through and attention to detail, yet also able to work collaboratively with others.
  
  Position Details
  
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  • Reports to the President
    
  • Full-time, exempt, benefit eligible
    
  • 39 exempt full-time employees, 3 non-exempt full-time employees
    
  • Monday through Friday work schedule with flexible daytime hours
    
  • 3-days per week in the Chicago office and 2-days remote (after a period of orientation)
    
    Excellent benefits including choice of three medical plans; prescription drug coverage; dental; vision; employer paid life and disability; structured bonus; 401(k) with employer match; 11 paid holidays; PTO; paid volunteer time off; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; pre-tax commuter benefits.
    To apply for this position, please send a cover letter and your resume to Kiersten Lundgren, HR Manager, at . Position description available upon request. A resume can also be submitted through our website: .
    Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit .
    Equal Opportunity Employer
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Keywords: CFA Institute, Chicago , Vice President Portfolio Management, Executive , Chicago, Illinois