Key Facts

Remote From:

Full time

English

Hard Skills

Institutional Investing Asset Allocation Portfolio Management Sustainable Investment Management Performance Analytics Cost Control

Roles & Responsibilities

Direct professional institutional investment experience
Specializing in institutional fiduciary issues
Experience with organizations having assets equal or greater than $150MM
Knowledge or willingness to understand socially responsible investment practices

Requirements:

Implement asset allocation strategy
Assess the effectiveness of the UUA's SRI policies
Monitor investment performance
Implement portfolio changes
Control costs
Ensure good accounting and audit practices

Unitarian Universalist Association

About Unitarian Universalist Association

The Unitarian Universalist Association (UUA) is a religious organization that combines two traditions: the Universalists, who organized in 1793, and the Unitarians, who organized in 1825. They consolidated into the UUA in 1961. Both groups trace their roots in North America to the early Massachusetts settlers and to the founders of the Republic. Overseas, their heritages reach back centuries to pioneers in England, Poland, and Transylvania. Each of the 1,000+ congregations in the United States, Canada, and overseas are democratic in polity and operation; they govern themselves. They unite in the Association to provide services that individual congregations cannot provide for themselves. Each congregation is associated with one of the UUA’s 19 districts. Unitarian Universalism is a liberal religion with Jewish-Christian roots. It has no creed. It affirms the worth of human beings, advocates freedom of belief and the search for advancing truth, and tries to provide a warm, open, supportive community for people who believe that ethical living is the supreme witness of religion.

Founded: 2018

Company size: 201 - 500

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Job description

NOTE: A position with the Investment Committee is strictly VOLUNTEER, and is NOT a paid position.

Purpose: The Investment Committee interprets and implements the Investment Policy adopted by the UUA Board of Trustees for the operations of the Unitarian Universalist Common Endowment Fund (UUCEF). The members are responsible for management of the UUCEF in a manner consistent with UU Values as well as the achievement of investment return and risk objectives. The Investment Committee and the Socially Responsible Investing Committee collaborate to optimize the investments of the UUCEF.

The Committee adopts all policies necessary to assist the Board in the efficient and effective management of the UUCEF.

Key Responsibilities:

Implement asset allocation strategy
Assess the effectiveness of the UUA's SRI policies
Monitor investment performance
Implement portfolio changes
Control costs
Ensure good accounting and audit practices

Skills needed: Direct professional institutional investment experience specializing in institutional fiduciary issues for an organization with assets equal or greater than $150MM

Length of Term: 2 years with 8 year limit of service

Meetings: Quarterly, 6 hour meetings, in conjunction with the SRIC

Additional important info: Members should have knowledge or willingness to understand socially responsible investment practices.

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