POSITION:                Fixed Income Investments

 

REPORTS TO:        Chief Investment Strategist

 

SUMMARY

Hirtle Callaghan is one of America's fastest growing investment firms. Known as "Wall Street idealists" for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan Chief Investment Officers deliver a unique, top down approach to asset management that emphasizes the significance of strategy and risk management at every step of the investment process. Now in its 22nd year, Hirtle Callaghan sets a higher standard of service to the investment market by offering complete objectivity, as well as the insight and discipline of a professional Chief Investment Officer.

 

POSITION SUMMARY:

This is a senior position requiring 15 or more years of investment experience as a plan sponsor or portfolio manager with direct investment management responsibilities or significant experience in the selection, structuring and monitoring of third party investment managers.

The ideal candidate with have strong fundamental investment and analytical skills, as well as, excellent communication and presentation skills.

POSITION RESPONSIBILITIES:

The position will be responsible for the selection and supervision of active and passive investment managers to achieve specific strategic objectives within taxable and tax-exempt client accounts.

Provide comprehensive manager due diligence and oversight including:

     Qualitative reviews of management organizations, investment process, portfolio structure, risk and performance.

     Quantitative analysis or portfolio structure, risk and performance.

Developing and monitoring investment objectives and guidelines.

Evaluating and monitoring portfolio tax-effectiveness, selection decisions, trade execution and risk characteristics.

Developing and making recommendations and presentations to Investment Policy Committee, Investment Officers/Portfolio Managers, Clients, and Business Prospects.

 

COMPETENCIES

Integrity & Values - Can be trusted to act in a manner that is truthful and values direct, honest communication at all levels of the organization.

 

Interpersonal Confidence - Strong interpersonal skills; can effectively communicate and relate to all levels within and outside the organization; creates and builds positive and productive relationships.

 

Adaptability - Responds quickly and effectively to changing trends and circumstances; embraces change and welcomes fresh perspectives; learns from past mistakes and adjusts accordingly.

 

Organizational Ability - Can manage to get projects completed; has a strong ability to multi-task and keep order.

 

Character - Exhibits integrity, professionalism, practical judgment, positive attitude at all times; exhibits perseverance, mental toughness and initiative in the face of problems and challenges; must be able to take direction and accept constructive criticism.

 

Results Oriented - Drives the team and the organization for results in order to improve performance; able to make timely or planned decisions appropriate to the circumstances or situation.

 

Team Work - Must be able to work independently and be self-directed, yet work as a member of a team; willing to put firm's objectives ahead of individual goals;

 

Communication - Excellent interpersonal, written and oral communication skills are necessary; excellent listening skills required.

 

Service skills - Ability to understand and act upon the needs of the Investment Group, clients and other stakeholders, and take all necessary action; be proactive and responsive to all service issues; follow through all problems/issues to completion

 

QUALIFICATIONS

15 plus years of directly relevant work experience.
Graduate Degree in Business, Finance, or Economics.
CFA Charterholder
Experience with Factset, Fixed Income Risk Models, returns based analytical tools.  Highly proficient in Microsoft Excel and Powerpoint.

 

 

Hirtle, Callaghan & Co. is an Equal Opportunity Employer