Christian Values Equity Portfolio Manager

Overview

This role is for a Christian Values Equity Portfolio Manager passionate about faith-based investing with a strong background in equity analysis and portfolio management. The position involves managing investment strategies aligned with Christian values and working closely with clients to develop tailored investment solutions. It requires both investment expertise and client relationship management skills, with opportunities for professional growth within a mission-driven environment.

Responsibilities

• Understand and navigate the faith-based investing landscape, demonstrating familiarity with faith-based firms
• Lead investment strategy development while collaborating with team members
• Engage with clients to align investment strategies with their Christian values
• Manage investment portfolios focused on Biblically responsible and zero-tolerance Christian investing
• Support new business development efforts alongside maintaining a strong investment focus
• Adapt strategies to meet specific client needs

Requirements

• Experience in faith-based investing
• Background as an equity investor and analyst
• Client management experience
• Portfolio management experience
• Bachelor's degree
• Chartered Market Technician (CMT) certification required
• Minimum of 5 years of relevant experience; preference for candidates with 10+ years
• Chartered Financial Analyst (CFA) designation preferred

Compensation & Benefits

• Healthcare benefits, including options for dependents
• Three weeks of paid time off

Location

• Remote position