Investment Office Coordinator (8560)

Investment Office Coordinator

Category Finance

This position is responsible for:

Plans, coordinates, and provides operational and administrative support for high-level, complex investment projects and the daily operations of the Office of Investments Department. Researches and compiles information, designs and composes concepts/ideas for annual reports and printing materials for annual meetings, and coordinates departmental project activities and events. Serves as the face of the Office of Investments; represents the Office of Investments in a professional manner to senior professionals outside of The Salvation Army. Assists the Director, Office of Investments, by researching policy, investment guidelines, past directives, or current practices to respond to policy questions or requests for direction from the divisions, other departments at Territorial Headquarters, or outside entities

Key Responsibilities:

• Serves as a liaison for other departments and/or other divisions seeking information or services from the Director, Office of Investments; responds to questions, researches and provides specific and general information based on the knowledge of the department operations; ensures the accuracy, completeness and timeliness of all information provided; maintains the confidential nature of the position.
• Relieves the Director, Office of Investments, the Senior Investment Portfolio Manager & Analyst, and the Investment Operations Manager of the administrative details associated with their positions as members of the Investment Advisory Boards.
• Collects, researches, and prepares Investment Advisory Board agenda items throughout the quarter; researches information from the investment strategy meeting, the department investment personnel, the investment managers, and other outside data to prepare items for the agenda and creates a PowerPoint presentation; maintains a list of actionable items from the meetings and follows through for the quarter to ensure completion.

Physical Requirements and Working Conditions:

Duties are usually performed seated. Sitting may be relieved by brief or occasional periods of standing or walking.

Occasional travel is needed to run errands to support departmental operations.

Working Conditions:

Work is performed in a normal office environment where there are little or no physical discomforts associated with changes in weather or discomforts associated with noise, dust, dirt, and the like.

Position requires occasional travel to support the needs of the department.

Employee Benefits:

• Health, Dental and Vision Insurance
• Paid Time Off
• Holidays with Pay
• Life Insurance
• Retirement Plan and more!

What We Are Looking For In You:

Two years of coursework from an accredited college or university, AND

Three years of progressively responsible experience working in a general office with at least one year performing work related to the Office of Investments, OR

Any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.

Licenses & Certifications:

Valid Driver's License

Equal Opportunity Employer: Veterans | Disabled