ABOUT THE TRUST 

The M. J. Murdock Charitable Trust is based in Vancouver, Washington and has been supporting the growth of Pacific Northwest nonprofits since 1975. From day one, our mission has been to serve individuals, families and communities across the Pacific Northwest, including Alaska, Idaho, Montana, Oregon, and Washington, through grantmaking, enrichment programs and convenings that strengthen the region’s educational, social, spiritual, and cultural base in ways that are innovative and sustainable. 

TOTAL REWARDS 

Compensation 

The hiring range for this position is $90,000-110,000, with placement commensurate to experience; this is an exempt role.

Benefits 

The Trust offers exceptional benefits including: 

• Medical, dental, and vision insurance for staff and qualifying dependents with premiums paid 90-100% by the Trust, depending on plan elections.
• Retirement contributions of 11% of base salary (up to the IRS maximum) for all full-time staff; additionally, staff contributions are matched up to 4%, all effective on day one. 
• First year time off accruals include fifteen days of vacation, twelve sick days, and two personal days; the Trust also offers eleven paid holidays. 
• Trust paid Long-Term Disability, Long-Term Care, Group Life and Group AD&D Insurance  
• Other benefits include wellness reimbursements, identity theft insurance, a generous matching gift program and more. 

POSITION SUMMARY

The Investment Team at the M.J. Murdock Charitable Trust uses a collaborative approach to manage the investment portfolio of the M.J. Murdock Charitable Trust. As a member of this team, the Investment Associate is responsible for providing timely reporting and modeling, including all analytical reporting functions required to maintain accurate and timely reporting and models. Additionally, this role will provide analytical support for existing investments and may also provide input into the development of investment recommendations for the Trustees, considering the Trust’s target return objectives, investment constraints, and capital market assumptions. The Investment Associate will need to multi-task to work on several ongoing projects at once. 

TYPICAL RESPONSIBILITIES

Research, Analytics & Reporting (50%)

• Creates and maintains models and systems for performance reporting, portfolio monitoring and analysis, and liquidity management, including performance/exposure analytics 
• Assists in the monitoring of existing investments and the development of analytical insights on the portfolio to assess investments across managers, funds, and asset classes.
• Assists in idea generation for new reports and analysis that enhance portfolio monitoring, performance/exposure analysis, and liquidity management
• Performs and assists with various portfolio modeling analytics including risk modeling and analysis, and scenario analysis.

Investment Management (30%)

• Assists in maintaining the Trust’s excellent relationships with current investment managers; serves as an ambassador of the Murdock mission with all investment managers.
• Support the CIO and IO in the quantitative and qualitative investment due diligence process of fund managers, including analysis of investment strategy, process, organization, portfolio positions, exposures, and historical performance.
• Identify and implement tools and resources used in connection with fund manager sourcing and market monitoring.
• Attends and participates in fund manager meetings, as assigned.
• Assists in the preparation of investment recommendations.

Administration (10%)

• Ensure data integrity within portfolio management system for reporting and analysis 
• Collaborate with members of the finance team on areas such as valuations, calls, distributions, and liquidity levels, as assigned.
• Assist with presentation materials for internal and external board meetings.
• Contribute to ad-hoc projects related to improving investment process, due diligence, portfolio monitoring, operations, and risk systems.

General (10%)

• Uphold a strong commitment to the mission, ethos, and core values of the Trust.
• Work with team members to identify opportunities for continuous improvement and innovation; as assigned, implement ways to make programs, processes, and systems more efficient.
• Engage in training and professional development activities to grow in competency and effectiveness within the role. 
• Attend conferences or workshops for professional development and share knowledge gained with peer staff.
• Travel (domestic and international) required 0-10% to attend meetings and conferences, as assigned.
• Other duties and responsibilities, as assigned.

KNOWLEDGE AND SKILLS

Leadership and Team Collaboration

• Balance the reliable completion of a high volume of independent work while working collaboratively as a part of a team. 
• Skillfully navigate relationships with internal and external stakeholders at all levels of an organization, representing the Trust in a knowledgeable and credible way in all circumstances.
• Strategic thinking with the ability to align work with organizational values and priorities.
• Navigate ambiguity and change with agility and humility.
• Visionary; open to new or innovative methods and proposals.

Analysis and Organization

• Analyze and synthesize large amounts of complex information.
• Ability to review, understand and analyze organizational financial data and reports.
• Manage and prioritize complex projects and assignments.
• Excellent planning and operational skills.
• Produce high-quality work, adhering to deadlines.

Relationship and Communication 

• Familiarity and comfort in being in a work environment where faith-based organizations and individuals are present and part of the day-to-day programing and operations.
• Build and maintain relationships with internal and external stakeholders.
• Curiosity, resourcefulness, service-oriented and dedicated to lifelong learning.
• Ability to provide constructive feedback, deliver difficult news, and seek additional information as needed.
• Communicate effectively in writing and verbally, virtually or in-person, using appropriate mediums and tools to share information.

EXPERIENCE AND EDUCATIONAL REQUIREMENTS

• Minimum 2-4 years experience in investments, accounting, finance, or related field with a preference for hands-on research and analytics experience
• Bachelor’s degree required, preferably in accounting, finance, or related field; graduate degree in accounting, finance, or related field and/or accredited finance certification preferred.  
• Familiarity with investment products, investment risks, and the asset allocation model preferred.
• Progressively responsible management of complex projects.
• Demonstrated technical acumen including proficiency with enterprise workplace technology including but not limited to Microsoft suite. Experience maintaining databases preferred.

EQUAL OPPORTUNITY STATEMENT

It is the policy of the Trust to provide equal employment opportunities to all employees and applicants for employment, without regard to race, color, religion, creed, gender, national origin, age, pregnancy, disability, genetics, marital status, veteran/military status, sexual orientation, gender identity, or any other characteristic protected by local, state, or federal law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment, hiring, placement, promotion, compensation, benefits, termination, layoff, recall, transfer, training, and leaves of absence.