POSITION SUMMARY
Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities.
RESPONSIBILITIES AND DUTIES
- Equity Portfolio Management
- Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.
- Assist with performance attribution and tracking error analysis relative to benchmarks.
- Fixed Income Research & Portfolio Support
- Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.
- Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios.
- Analytics, Technology & Process Improvement
- Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team.
- Explore opportunities to enhance the team's analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required
- Collaboration & Professional Development
- Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.
- Willing to travel occasionally for investment conferences and software training to continually improve investment skills.
QUALIFICATIONS
Education:
A bachelor's degree is required, preferably in Finance, Economics, or a related field
Experience:
- Three to five years of general investment experience
- Strongly prefer exposure to optimized equity index portfolio management
- Experience in fixed-income credit research is a plus
- A background in sustainable investing is helpful
License/Credentials:
CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation
Skills and Abilities:
- Excellent written and verbal communication skills
- High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus.
- Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred
- Collaborative team player who actively participates in investment discussions and debates
- Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
Skills Required
- Bachelor's degree, preferably in Finance, Economics, or a related field
- Three to five years of general investment experience
- Exposure to optimized equity index portfolio management
- Experience in fixed-income credit research
- Background in sustainable investing
- CFA Charterholder or current enrollment in the CFA program with demonstrated progress
- Excellent written and verbal communication skills
- High proficiency in Excel and familiarity with Bloomberg
- Experience with Northfield's optimizer or similar platforms
- Strong quantitative and analytical skills
- Familiarity with fixed-income concepts including duration, convexity, and credit spreads
- Collaborative teamwork and active participation in investment discussions
- Alignment with the Everence mission of supporting financial well-being for faith-inspired living
What We Do
Everence is a faith-based, member-owned financial services organization with Anabaptist roots. It helps individuals, organizations and congregations integrate finances with faith through a national team of professionals. Its offerings include banking, insurance, investments, asset management and financial planning, alongside community benefits and stewardship education. The organization aims to help customers align money decisions with their faith and values in everyday financial life.
