Portfolio Management & Operations Professional, Impact Investing, CA

Overview

Portfolio Management & Operations Professional

The Opportunity:

We are a global organization investing in solutions to humanity's most pressing challenges. This has led us to focus on the inter-related areas of planet, equity, health, and poverty while also accelerating essential market infrastructure. Our dynamic approach spans diverse geographies, asset classes, structures and stages—optimizing our ability to create transformative positive impact where it is most needed. Our investment work is a mandate of a single family office and covers all aspects of strategy, sourcing, underwriting and asset management.

We are a growing team of experienced and passionate mission-aligned investment and operational professionals, advisors, and consultants. In this phase of our organization, we re focused on accelerating our 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. To maximize our impact potential, we make investments from a range of charitable and non-charitable entities.

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.

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.

• 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, pro…