Vice President Investments Head of Operations

Investments New York, New York

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Description

Department: Investments
Job Type: Regular Full Time
Education Level: BA/BS
Required Years Experience: 10

Church Pension Group (CPG) is a financial services organization located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.
                                                                                                                                                         
 
The Investments Group is responsible for the prudent investment of the retirement, health, and insurance portfolios supporting the clergy and lay employees of The Episcopal Church. The VP Head of Operations, as a member of the Risk Management team in the Investments Group, oversees the implementation of adequate controls to support investment transactions, valuations, and performance. 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES: Include the following. Other duties may be assigned:
 
  • Primary relationship responsibility with Northern Trust (custodian)
  • Management of transactions and operational controls
  • Operational Due Diligence (ODD) review
  • Budget and expense control
  • Support Investments Group during audits and reviews
  • Assist with compliance function
  • Assist in the quarterly preparation of materials for Board of Trustees meetings
  • Prepare Quarterly Portfolio Asset Summary (PAS)
  • Assist with production of Defined Contribution plan information
  • Other reporting requirements
  • Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration. 
 
QUALIFICATIONS:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
  • Intermediate computer skills 
  • Intermediate – advanced Excel 
  • Understanding of finance and accounting principles 
  • Knowledge of process controls 
  • Demonstrate an interest and ability to learn new programs and investment systems 
  • Focus on accuracy and ability to meet deadlines 
 
EDUCATION and/or EXPERIENCE:
 
  • B.S. or B.A. required, in finance or accounting preferred
  • 10+ years of financial services experience preferred 
  • CPA a plus 
 
 
PHYSICAL DEMANDS
Commuting to the NY office, on average, three days a week. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position.
 
  • Minimal occasional travel could be required. Travel conditions may vary
 
WORK ENVIRONMENT
Hybrid (two days working from home, three days working in a standard office environment). Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.
                                                                                                                                           
Salary Range: $220,000 - $240,000

Join us and Create A Better Future For Yourself!
  

Flexible Benefits available to eligible employees:  

  • Medical (including Vision)
  • Dental
  • Supplemental Dental

 Core Benefits automatically provided to eligible employees:  

  • Employer funded defined benefit pension plan (five year vesting)
  • Employee Life Insurance
  • Spouse and Dependent Life Insurance
  • Accidental Death and Dismemberment (AD&D) Insurance
  • Short-Term Disability (STD) coverage
  • Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
  • Business Travel Accident Insurance
  • Worker’s Compensation
  • Employee Assistance Program
  • Retiree health insurance (eligible after 10 years)
  • Retiree life insurance

Elective Benefits available to eligible employees:  

  • 401(k) with matching contributions (immediate vesting)
  • Flexible Spending Accounts (FSAs)
  • Commuter Benefits
  • New York’s 529 College Savings Program (NY State residents)

Educational Assistance Program available to eligible employees  

Maternity/Paternity Leave available to eligible employees  

Time Off available to eligible employees: Vacation, Sick, Personal and Holidays  

 In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas.  


EOE: Minorities/Female/Disability/Vet/Sexual Orientation
If you are a CPG employee, please use your CPG email address when creating your profile to apply.  

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