Director of Investor Relations

About the Role

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. As the largest non‑governmental provider of social services in America, it helps over 30 million Americans each year overcome poverty, homelessness, addiction, economic hardships, loneliness, and exploitation. 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.

Responsibilities

• Serves as the primary contact for the Territory’s investment fund manager/consultant group.
• Continuously monitors performance to ensure effectiveness and compliance with Salvation Army investment policies and strategies.
• Collaboratively works with investment fund manager/consultant to recommend fund managers.
• Serves as the secretary of the Territorial Investment Committee.
• Works with the Committee to review portfolio performance, investment policies and strategy, and 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.
• Monitors, tracks, reviews and reports on all investment holdings, activity and performance.
• Ensures proper reporting is delivered to the Territorial Finance Council on a timely basis.
• Communicates 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 the 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).
• Ensures Financial Covenant Compliance Certificates required under the Credit Agreements.
• 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 territorial investment performance, portfolio structural changes, and manager changes.
• Serves as the primary contact for the Territory’s debt management company.
• Continuously monitors performance and seeks effective strategies to reduce 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, analyzes and determines cash needs to meet 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.
• Performs other duties as assigned.

Requirements

• 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.

Skills

• 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.

Benefits

• Generous Medical, Dental, Vision Benefits