Why this grade This listing scored 54/100, which is a D. It lost the most ground on pay transparency. See the breakdown
- Description depth 20 / 20 How much the posting actually says about the work, measured in characters of real text.
- Freshness 15 / 15 How recently it was posted. Older postings are likelier to be filled or abandoned.
- Remote clarity 8 / 15 Whether "remote" means anywhere, or is quietly restricted to one country.
- Role specificity 6 / 10 Whether the listing is tagged well enough to tell what the role actually is.
- Corroboration 5 / 10 Whether more than one source carries this listing.
- Pay transparency 0 / 25 A published salary range, worth more than any other single factor because it is what a candidate cannot find out without applying.
Every figure above is arithmetic over the posting itself — its salary field, its text, its age, its tags and how many sources carry it. How the grades work →
This listing does not state a salary
$83k – $160k
That is the middle half of what comparable roles paid on this board over the last 90 days — 35 listings that did publish a figure, median $120k. It is not this employer's offer, and we have no idea what they pay. It is only what the rest of the market advertised.
Finance Mid level Full Time
POSITION SUMMARY
Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities.
RESPONSIBILITIES AND DUTIES
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Equity Portfolio Management
- Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.
- Assist with performance attribution and tracking error analysis relative to benchmarks.
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Fixed Income Research & Portfolio Support
- Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.
- Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios.
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Analytics, Technology & Process Improvement
- Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team.
- Explore opportunities to enhance the team's analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required
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Collaboration & Professional Development
- Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.
- Willing to travel occasionally for investment conferences and software training to continually improve investment skills.
QUALIFICATIONS
Education:
A bachelor's degree is required, preferably in Finance, Economics, or a related field
Experience:
- Three to five years of general investment experience
- Strongly prefer exposure to optimized equity index portfolio management
- Experience in fixed-income credit research is a plus
- A background in sustainable investing is helpful
License/Credentials:
CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation
Skills and Abilities:
- Excellent written and verbal communication skills
- High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus.
- Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred
- Collaborative team player who actively participates in investment discussions and debates
- Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living
SUPERVISORY RESPONSIBILITIES:None
SCHEDULE:Full-time
Originally posted on Himalayas
Apply for this role Opens himalayas.app — the link as listed; we have not yet verified it is the employer's own page
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Where this listing came from
- 14 Oct 2026 Himalayas first sighting
Seen on 1 board over 0 days.