{"id":2560469,"url":"https://alion.io/job/everence-assistant-portfolio-manager","title":"Assistant Portfolio Manager","company":{"id":1944100,"name":"Everence","domain":"everence.com","url":"https://alion.io/company/everence","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Management","role_family":"Management","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Python","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-14T18:15:52Z","employer_posted_date":null,"last_verified_at":"2026-10-14T18:15:52Z","board_verified":false,"closed_at":null,"days_open":0,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":0},"description":"POSITION SUMMARY\nSupports 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.\n\nRESPONSIBILITIES AND DUTIES\n\nEquity Portfolio Management\n\nSupport the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.\n\nAssist with performance attribution and tracking error analysis relative to benchmarks.\n\nFixed Income Research & Portfolio Support\n\nProvide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.\n\nMonitor 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.\n\nAnalytics, Technology & Process Improvement\n\nAchieve 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.\n\nExplore 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\n\nCollaboration & Professional Development\n\nContribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.\n\nWilling to travel occasionally for investment conferences and software training to continually improve investment skills.\n\nQUALIFICATIONS\nEducation:\nA bachelor's degree is required, preferably in Finance, Economics, or a related field\n\nExperience:\n\nThree to five years of general investment experience\n\nStrongly prefer exposure to optimized equity index portfolio management\n\nExperience in fixed-income credit research is a plus\n\nA background in sustainable investing is helpful\n\nLicense/Credentials:\nCFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation\n\nSkills and Abilities:\n\nExcellent written and verbal communication skills\n\nHigh proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus.\n\nStrong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred\n\nCollaborative team player who actively participates in investment discussions and debates\n\nAlignment in supporting the Everence mission of empowering financial well-being for faith-inspired living\n\nSUPERVISORY RESPONSIBILITIES:None\nSCHEDULE:Full-time\n\nOriginally posted on Himalayas","description_format":"text","description_chars":3274,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-14T20:28:15Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":27,"reasons":["seen:0","win:early"],"computed_at":"2026-10-15T05:43:14Z"},"pay":null,"html_url":"https://alion.io/job/everence-assistant-portfolio-manager","json_url":"https://alion.io/job/everence-assistant-portfolio-manager.json","meta":{"generated_at":"2026-10-15T05:43:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8453,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1944100},"rest":"https://alion.io/mcp/rest/get_company?id=1944100"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Feverence-assistant-portfolio-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Feverence-assistant-portfolio-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Feverence-assistant-portfolio-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/everence-assistant-portfolio-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Feverence-assistant-portfolio-manager"}]}