Portfolio Management and Operations Professional, Impact Investing

Job Opportunity: Portfolio Management & Operations Professional, Impact Investment

Position Overview:

As part of our planned growth, we are seeking an energetic and entrepreneurial professional to join as a Portfolio Management & Operations Professional in a highly collaborative, flat structure. You will collaborate closely with internal and external stakeholders to manage all activities related to team workflow/ process management, portfolio management and field building work — including all processes, data, knowledge management and reporting — while leveraging existing or new technology platforms and tools to enhance efficiency . You will also coordinate with advisors, legal, accounting, investment managers, donor advised fund sponsors and other key stakeholders to ensure alignment with our strategy. You will be supported in any formal or informal learning as part of your career growth .

Responsibilities:

Investment Team Workflow

• Manage internal workflow that empowers thoughtful and consistent investment processes.
• Work closely with the team to draft, update and manage key milestones and goals related to its investment activities.
• Manage knowledge management systems to organize data and insights generated by the team and its partners.
• Support and hold the team accountable for engaging with relevant systems.
• Support meetings and events and proactively prioritize follow up items that require attention.
• Work closely with internal and external teams to execute investments via charitable and non-charitable entities in alignment with our Investment Policy Statement and guiding principles.
• Ensure compliance with legal requirements and operational policies . Continuously enhance governance practices , maintaining confidentiality and safeguarding sensitive information as needed.
• Actively track deployed investments , some will involve multiple closes and tranches.
• Consistently identifying learnings to inform alignment with guiding principles and continuous improvement.
• Summarize annual deployment analysis in the year-end learning memo .

Portfolio Management and Monitoring

• Develop, improve and maintain data collection processes, data integrity and reporting templates for investment forecasting and deployment .
• Bring a strategic and learning lens to monitoring impact outcomes generated by investees including sense making of trends and key findings.
• Provide investees with operational and capacity support to help grow industry best-practices .

Salary and Benefits:

The starting salary range for this position, based in California, is between $150,000 – $200,000 USD annually, plus a discretionary bonus. The exact offer will be determined by a variety of factors, such as the candidate’s individual skills, qualifications, and experience relative to the requirements of the role. We also offer an extremely competitive benefits package including but not limited to:

• Long-term incentive plan
• Professional development: up to $6,000/year for qualified tuition reimbursement
• 529 plan match: up to $6,000/year
• Charitable match: up to $5,000/year + year-end “10x challenge” up to additional $10,000
• Health & wellness program: up to $2,400/year
• Healthcare flexible spending & fertility plan

This role offers an exceptional opportunity to contribute to a growing impact-focused organization and make a meaningful difference through investment.

Qualifications

• Proven experience in investment portfolio management and/or operations.
• Significant relevant professional experience, including at least 5+ years of practical experience as an asset manager or other intermediary.
• MBA or Master’s degree in a relevant field.
• A passionate alignment of personal values with the purpose and mission of the firm.
• Strong learning orientation .
• Adept with using, and training others on business tools including g-workspace sheets, slides, database/CRM tools and project management tools.
• Further experience or willingness to learn, maintain and improve the utility of platforms such as Notion and Addepar.
• Strong analytical, problem-solving , and project management skills , with the ability to prioritize multiple tasks effectively.
• Versatile and adaptable - willingness to adjust to changing circumstances, take on new roles or responsibilities and approach any task with a positive attitude.
• Excellent oral and written communication skills to convey complex information clearly and persuasively.
• Ability to work both independently and collaboratively in a fast-paced environment.
• A high degree of honesty and integrity with the ability to manage desired confidentiality of the family office, principles and associated initiatives.
• Ability to be in the office five days a week, given we are a new and growing organization creating a unique collaborative culture.

Our client is a global organization investing in solutions to humanity's most pressing challenges. This has led them to focus on the inter-related areas of planet, equity, health, and poverty while also accelerating essential market infrastructure. Their dynamic approach spans diverse geographies, asset classes, structures and stages - optimizing the ability to create transformative positive impact where it is most needed.

Their investment work is a mandate of a single family office and covers all aspects of strategy, sourcing, underwriting and asset management . A growing team of experienced and passionate mission - aligned professionals: investment & operational, advisors, and consultants.

In this phase of the organization, we're focused on accelerating the mission, building a world-class and agile team , forging trust-based partnerships with industry-leading experts, identifying high-conviction investment opportunities , and deploying capital thoughtfully. Maximizing impact potential by making investments from a range of charitable and non-charitable entities .

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