Careers at Hirtle Callaghan

Equity Investment

info@hirtlecallaghan.com (Hirtle, Callaghan & Co., LLC) — Tue, 06 Jul 2010 12:00:00 EST

POSITION: Equity 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, and trading execution.

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, Barra Models, and both holding and returns based analytical tools. Highly proficient in Microsoft Excel and Powerpoint.

Hirtle, Callaghan & Co. is an Equal Opportunity Employer

Fixed Income Investments

info@hirtlecallaghan.com (Hirtle, Callaghan & Co., LLC) — Wed, 07 Jul 2010 12:00:00 EST

POSITION: Fixed Income Investments

REPORTS TO: Chief Investment Strategist

SUMMARY

POSITION SUMMARY:

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.

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.

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.

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

Analyst

info@hirtlecallaghan.com (Hirtle, Callaghan & Co., LLC) — Thu, 30 Apr 2009 12:00:00 EST

Location:

Five Tower Bridge
300 Barr Harbor Drive, Suite 500
Conshohocken, PA 19428-2998
US

POSITION SUMMARY:
The Analyst will provide support complementing the internal client management efforts of the Chief Investment Officer and the Portfolio Manager. The Analyst can expect to assume additional client management responsibilities - internal as well as externally facing - as experience grows. Additionally, s/he will manage early stage prospecting efforts, researching numerous resources (on-line, print media, etc.) to identify potential clients.

POSITION RESPONSIBILITIES:
Prepare customized presentations, reports, and performance reviews for clients.

Act as liaison with operations and client service teams to execute wire transfers, allocation (trade) tickets, sale of assets, account openings, and other miscellaneous client requests.

Investigate and resolve problems / issues for clients (reconciliation of statements, tracking transfers of funds, ensuring timely and correct delivery of statements, etc.). Facilitate solutions for clients on Hirtle Callaghan non-core competencies (establishing lines of credit, executing self directed trades, researching stock picks, giving advice on taxes and preferential domain, etc.).

Perform asset allocation and related analyses of client and prospective client portfolios.

Perform administrative functions including drafting correspondence to existing and potential clients and maintaining contact and other databases.

Support Investment Officer with prospecting efforts by researching and identifying prospects and developing new business presentations.

Possess maturity and professionalism to make and receive phone calls from sophisticated clients and be prepared to discuss investment programs intelligently.

Ensure timely delivery of sensitive materials to clients and offsite Investment Officers.

Complete special projects for clients as needed (investigate strategies surrounding concentrated positions; perform cash flow analyses, risk implications, Monte Carlo simulations, etc.).

Perform other needed functions as required.

COMPETENCIES:
Character

Exhibits integrity, professionalism, practical judgement, 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.

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.

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.

Managing Processes

Ability to manage appropriate steps to get projects completed; has strong abilities to organize people and processes; can create a plan for resourceful workflow.

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.

Organizational Ability

Can manage people and resources to prioritize and get projects completed; has a strong ability to multi-task and keep order.

EDUCATION & EXPERIENCE:
Bachelor's degree, preferably in a business or finance major.
2 to 5 years experience, preferably in a brokerage, trust bank, or investment advisory environment
Familiarity with MS Office applications and ability to utilize on-line reporting systems

Hirtle, Callaghan & Co. is an Equal Opportunity Employer

Compliance Manager

info@hirtlecallaghan.com (Hirtle, Callaghan & Co., LLC) — Wed, 05 May 2010 12:00:00 EST

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 22th 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:

The Compliance Manager will support the Chief Compliance Officer, having primary responsibility for supporting Hirtle Callaghan's compliance program. The role requires a strong understanding of compliance and operational issues, changing laws and regulations, and developing risk areas. The role must be able to work independently and interact with senior level specialist managers.

POSITION RESPONSIBILITIES:

Administration of the Hirtle Callaghan's compliance program including:

Work closely with the compliance team on regulatory and compliance matters
Maintain and enhance Hirtle Callaghan's policies and procedure manual
Conduct internal control reviews and forensic testing as part of 206(4)-7 requirements
Administer compliance and operational reviews of the Hirtle Callaghan Liquid, Private Equity and Hedge Specialist Managers

Comprehensive understanding of operational and compliance components of registered investment advisers as well as Liquid and Hedge Fund Specialist Managers (private equity a plus), including trading, valuation, settlements, and regulatory mandates (code of ethics, disaster recovery, etc.)

Ability to work independently and interact with all levels of the organization as well as senior management of Specialist Managers;

Responsible for researching developments in compliance and operational best practices, changes in laws and regulations and identifying new risk areas of the Specialist Managers;

Individual must be able to think critically and analytically and be able to identify potential compliance or operational issues;

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.

Results Oriented - Is able to make timely or planned decisions appropriate to the circumstances or situation.

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

Managing Processes - Ability to manage appropriate steps to get projects completed; has strong abilities to organize processes.

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

QUALIFICATIONS

5-7 years compliance experience
Experience either internally at an Investment Advisor or Hedge Fund. Alternatively, a candidate that has worked in consulting or multiple areas of an Administrator, and therefore broad experience, may be successful.
Required - strong Microsoft Office suite skills.

Hirtle, Callaghan & Co. is an Equal Opportunity Employer