Coordinates, develops, and manages a portfolio of investments, with an emphasis on processes and systems, initial investment due diligence, and timeline management. Investment portfolio may contain a range of investment complexity. In support of programmatic strategic goals, may provide or support budget oversight and planning, financial analysis and reporting, and process management for the portfolio of investments, which may include grants, contracts, and program related investments (PRIs).
Areas of Responsibility:
- Works closely with investment makers to develop, manage, and maintain a portfolio of investments. This may include advising on investment structure, ensuring compliance with foundation processes, maintaining internal systems, initial investment due diligence, and timeline management.
- Collaborates with business partners, grantees and vendors throughout the investment lifecycle to lead investments through internal and external processes. Collects portfolio data, identifies trends and communicates issues to program team.
- Plans and participates in cross-foundation and cross-program projects as appropriate. Areas of involvement may include Investment Workflow, IT, Finance, HR, and others.
- Assists program team with annual pipeline planning process.
- Leads IT Request for Proposal process for program staff.
- Acts as subject matter expert on processes, tools, systems and templates and provides training, ongoing coaching and process change support to program team and external partners to ensure successful adoption and sustained use.
Educational Background:
Bachelor’s degree
Skills/Experience:
We believe that energized people, working well together, fueled by great leadership in an inclusive environment in which they thrive, will do phenomenal things.
Core Knowledge and Skills
- Able to work with flexibility, efficiency, and diplomacy in a fast-paced, challenging environment. Open to rapid change and able to learn new things quickly. Able to distill what is needed next, even without expertise in programmatic content.
- Demonstrates effectiveness influencing individuals and teams without explicit authority.
- Recognizes complexity and assesses risks and alternatives in light of competing requirements and incomplete knowledge.
- Understands basic investment rules, regulations, policies, processes and practices and can advise when they are applicable. Is an expert in all phases of investment-making, and engages stakeholders and decision-makers, as needed.
- Ability to effectively communicate with external partners.
- Demonstrates expert knowledge of, and ability to work across multiple investment-making systems, based in Access, Excel, SharePoint, and other web-based software applications. Basic SharePoint site administration skills, including metadata tagging, document view creation, archiving, and creating and maintaining confidential files.
- 3+ years of experience, or equivalent experience.
- Project management, portfolio management, program management, financial management, financial reporting, non-profit or related industry, and/or business experience preferred.
Job Function:
Organization Info
Listing Stats
Post Date:
Sep 28 2018
Active Until:
Oct 28 2018
Hiring Organization:
Bill and Melinda Gates Foundation
industry:
Nonprofit