Investment Analyst/Program Director

The Episcopal Church Foundation (ECF) is seeking an investment analyst to serve as a program director in its endowment management program. ECF is an independent nonprofit organization that works with dioceses, congregations, and other Episcopal faith communities to develop leadership and manage financial resources. ECF’s endowment management program serves over 300 organizations that invest over $500 million in endowment assets with ECF and its outside investment manager, State Street Global Advisors. The program also supports numerous other organizations seeking guidance on endowment structure and governance as well as growth through planned giving.  

ECF is committed to creating a diverse working environment and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply.

This new position of Investment Analyst/Program Director will join a team who embrace ECF’s mission to strengthen Episcopal communities of faith and demonstrate a commitment to excellence, professionalism, and client service and support. The Investment Analyst/Program Director will report to the Director of Endowment Management, collaborate with all program staff, and interact with other program and administrative areas of the organization. This position is an excellent opportunity for an individual to bring investment management experience to a mission-based organization in the nonprofit sector.

The Duties and Responsibilities of this position include:

• Presenting investment information (including investment philosophy, portfolio construction process and related information) to current and potential clients; educating client investment committee members; and providing strategic guidance as requested and in collaboration with the outside investment manager as necessary.
• Providing enhanced endowment and investment analysis and reporting to help clients make informed strategic investment and spending decisions and to support internal program oversight and review.
• Developing investment-related marketing and other materials for current clients, potential clients, and ECF contacts in collaboration with other program staff.
• Responding to client requests for additional information or clarification.
• Leading quarterly review calls with current clients in coordination with other program staff.
• Contributing to new business development by presenting investment information and nurturing potential client relationships.
• Collaborating with the endowment management team on current client and program responsibilities.
• Collaborating with the Director of Endowment Management on program oversight, improvement, refinement, and growth.
• Coordinating with the outside investment manager as needed.

Qualifications required:

ECF is looking for an investment analyst with a bachelor’s degree or equivalent and three to five years of experience in a relevant financial or business field. Candidates should be familiar with nonprofit endowment management; have a broad knowledge of investments, financial markets, and trends; be experienced in asset allocation; have strong analytic and communication skills; be proficient in analytical and relationship management software; and be self-motivated but excited about working collaboratively with the endowment management team and supporting the mission of ECF.

This is a full-time position with competitive benefits and a salary commensurate with experience. Although the ECF office is in New York City, this position can work remotely from anywhere in the United States.