Director of Investor Relations

The Salvation Army USA Eastern Territory; West Nyack (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401(k) retirement plan

On-site Fitness Center

Paid Time Off

Job summary

The Salvation Army USA Eastern Territory in West Nyack, NY seeks a Director of Investor Relations to oversee investment policy, monitor portfolio performance, and coordinate with fund managers. This onsite role supports the Territorial Investment Committee and ensures timely reporting.

The candidate brings a strong background in finance, capital markets, and investor communications, with eight+ years in IR and CFA certification preferred.

Qualifications

• Bachelor's or Master's degree in finance, accounting or business administration.
• Minimum eight years of experience in investor relations.
• Excellent interpersonal and written communication skills.

Responsibilities

• Serve as the primary contact for the investment fund manager/consultant group and monitor performance.
• Secretariat for the Territorial Investment Committee and review portfolio strategies.
• Identify asset managers and assess investments to maximize returns.
• Monitor and report all holdings and ensure timely reporting to the Territorial Finance Council.
• Coordinate with investment managers and corporate institutions on liquidity and cash needs.
• Prepare materials for the Annual Investment Stewardship Report and support annual meetings.

Skills

Finance background

Capital markets

Investor relations

CFA preferred

Education

Finance/Accounting/Business degree

Tools

Microsoft Office

Job description

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

We are the largest non-governmental provider of social services in America and every year, we help over 30 million Americans overcome poverty, homelessness, addiction, economic hardships, loneliness, and exploitation through a wide range of programs and services.

The Director of Investor Relations provides continuous support and monitoring of the Territory’s investment fund manager/consultant group and ensures the portfolio reflects the established investment policies and strategies for optimum financial return on investments. Monitors the performance of investment managers, current economic and market conditions that may affect the portfolio and make recommendations to the Territorial Investment Committee.

This position requires approximately 35 hours of work per week and is onsite at our Eastern Territorial Headquarters in West Nyack, NY.

Responsibilities

• Serves as the primary contact for the Territory’s investment fund manager/consultant group. Continuously monitor the performance to ensure effectiveness and compliance with Salvation Army investment policies and strategies. Collaboratively work with investment fund manager/consultant to recommend fund managers.
• Serves as the secretary of the Territorial Investment Committee. Work with the Committee to review the portfolio performance, the investment policies and strategy as well as to employ strategies that will maximize investment returns.
• Utilizes original research and the investment fund manager/consultant group to identify and assess investment managers and various assets to determine suitability for The Salvation Army.
• Monitor, track, review and report on all investment holdings, activity and performance. Ensures that proper reporting is delivered to the Territorial Finance Council on a timely basis.
• Communicate with investment managers if warning signs appear or as needed.
• Approves money manager fee billings for accuracy and negotiates fee structure on an ongoing basis, based on size of the investment and market conditions.
• Studies market trends at a macroeconomic level to assist in future investment strategic planning.
• Stays up to date and knowledgeable regarding new asset classes, investment strategies, and investment law.
• Communicates frequently with the Territorial Controller to assess cash needs to assure adequate liquidity in the portfolio. Consults with the Territory’s investment fund manager/consultant group to determine sources of funds to meet liquidity needs.
• Serves as the primary contact for relevant financial institutions (Bank of America, JPM Chase, US Bank and TD Bank). Ensure Financial Covenant Compliance Certificates required under the Credit Agreements. This requires an in-depth understanding of the assets and liabilities reported on the audited financial statements, and the investment assets reported on the Portfolio reports.
• Prepares materials and data for the Annual Investment Stewardship Report. Works with the Communications department to produce the report annually in the month of May.
• Attends and participates in the Business Administration Commission meeting held annually; reports to the Commission on the territorial investment performance, portfolio structural changes, and manager changes.
• Serves as the primary contact for the Territory’s debt management company. Continuously monitors the performance and seeks effective strategies to reduce the debt. Provides a monthly report to the debt management company of cash balances held at US Bank and the Bank of New York Mellon as well as funds under the Bank of America Master Credit Facility. On a monthly basis, analyze and determine the cash needs to meet the interest payment obligations under the interest rate swaps program.
• Plans, schedules, assigns, supervises, trains, and evaluates the work of the Administration Assistant.
• Assists the Secretary for Business Administration with preparation of the annual business administration budget. Monitors investor relations budget expenditures.
• Attends investment virtual meetings for the Employees’ Pension Plan Trust as needed.
• Completes special projects as assigned by the Secretary for Business Administration.
• Other Duties as assigned.

Qualifications

• Genuine alignment with the mission of The Salvation Army.
• Strong background in finance, corporate communications, and capital markets.
• A bachelor's or master's degree in finance, accounting, or business administration.
• A minimum of eight years of experience in investor relations.
• Exceptional interpersonal skills with the ability to convey complex financial information clearly.
• Superb oral and written communication skills.
• Strong attention to detail while multi-tasking and ensuring deadlines are met.
• Excellent computer skills, including Microsoft Office Suite.
• Chartered Financial Analyst (CFA) certification strongly preferred.

What We Offer

• Generous Medical, Dental, Vision Benefits
• TSA paid Life Insurance for Employees
• Additional life insurance options for employees
• On-site cafeteria
• Paid Time Off – Vacation, Sick, Personal days
• 403(b) retirement savings plan
• Non-contributory Pension Plan
• Professional Development
• Free, on-site Fitness Center
• Federal holidays
• Opportunities to give back and support our communities

All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.