Archdiocese of Chicago

Human Resources
:: Employment and Service Opportunities

Opportunities at Archbishop Quigley Center / Cardinal Meyer Center / Other Pastoral Center Departments

Posted 4/1/2019

Job Title:

Investment Associate - Entry Level

Department:

Finance

Location:

Archbishop Quigley Center
835 N. Rush St.
Chicago, IL 60611-2030

Hours:

Full time

Description:

The Archdiocese of Chicago is the third largest diocese in the United States and serves more than 2.2 million Catholics in The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 15,000 employees across its ministries, including Catholic Charities, the region’s largest nonprofit social service agency. The Archdiocese also has one of the country’s largest seminaries. The Archdiocese’s elementary and secondary schools comprise one of the largest U.S. private school systems.

Position Summary:

The Investment Associate - Entry Level provides critical support for the Archdiocese’s short and long term investments, pensions and educational trust with the value of these portfolios totaling approximately $2 billion.  In this role, the analyst works with the investment advisor and investment custodian as well as various fund managers to execute approved transactions and monitor their performance.  In addition, there’s frequent interaction with numerous stakeholders (such as parishes and schools regarding their investments and processing their deposit and withdrawal requests) and others in Finance and other departments within the Pastoral Center.   

Responsibilities:

  1. Process investment transactions, including coordinating all document completions, reviews and submissions for Archdiocese of Chicago (AoC), Catholic Education Scholarship Trust (CEST) and Pensions.  Coordinate related accounting and bank entries, as needed.
  2. Process parish-school endowment transactions, ensuring compliance with endowment charters, spending rules, proper review/authorization.  Coordinate related accounting and bank entries.
  3. Assist in quarterly processes, including investments reconciliations, sub-plan allocation reporting, restricted/unrestricted fund analysis, seminary reporting as well as prepare deliverables for the AoC Finance Committee meetings, Investment Committee meetings (AoC and CEST) and other oversight meetings.
  4. Identify, design and develop opportunities to improve Investments operations, processes and systems, maximizing the use of automation. 
  5. Ensure and maintain effective internal controls over investment operations, including maintaining endowment documentation to support appropriate accounting and use of designated and restricted funds. 

Requirements:

  1. 2+ years of experience in treasury, banking, financial accounting and reporting and/or investments management. 
  2. Undergraduate degree in Finance/Accounting/Business; CPA and/or MBA desirable.
  3. Familiarity with financial systems desirable:  e.g. Microsoft Office suite; bank systems particularly Northern Trust’s Passport, Lawson G/L or comparable, Hyperion/OneStream
  4. Strong interpersonal skills, with ability to build confidence and trust and comfortable with high-change and turnaround environments.
  5. Track record of setting priorities in a complex environment while meeting transactional deadlines and the larger team goals and objectives.

The Archdiocese of Chicago is in the midst of exciting changes as we renew our local Church. With a variety of opportunities to contribute your professional talents and experience, we invite you to consider any of our current openings at archchicago.org/careers. We offer competitive salary and benefit packages, as well as opportunities for professional and personal growth and development.

 

If you are interested in being considered for this opening, please visit the list of open positions on AppliTrack. Please complete a letter of interest, a profile, or submit your resume.

Thank you for your interest in the Archdiocese of Chicago.

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