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Social Impact Portfolio Manager

This job is no longer available

The American Heart Association (AHA) has an excellent opportunity for a Social Impact Portfolio Manager at our office located in Dallas, TX.

In this role, you will be responsible for sourcing, developing, and providing local program support to the AHA’s Social Impact Fund’s impact investments, with a focus initially on Flint and Boston. Responsible for prospecting and completing due diligence of new investments, as well as on-boarding, facilitation and management of partners; ensuring compliance with AHA’s grant or investment requirements.

Areas of Responsibility: 
  • Develop a network to source and recruit new impact investments, with an emphasis on achieving impact at scale. Screen potential investments and review applications. Provide the Fund with expert guidance on local market conditions and opportunities in assigned location(s).
  • Conduct desk and on-site due diligence of potential Investments to assess prospects’ financial and social performance, and mission fit with AHA. Present potential Investments for approval by Investment Committee.
  • Participate in negotiations on Investment terms and conditions with the goal of maximizing impact at scale. Manage active relationships with other investors/foundations of assigned Investment Partners; seek out co-investment opportunities where possible.
  • Monitor assigned Investments (both remotely and in-person), including repayments, financial performance, and social performance. In addition, build and nurture relationships with key ecosystem actors in Flint and Boston, in order to build awareness of the Fund and generate investment opportunities.
  • In collaboration with team members, monitor assigned Investments for compliance with Fund policies, covenants and milestone. Support drafting and review of transaction documentation of new Investments with legal department.
  • Assist in on-boarding newly Invested Partners, act as liaison, communicate AHA policy to these Partners and update AHA stakeholders on new developments and/or issues. Resolve issues faced by the Partners and help source TA support.
Educational Background: 
Advanced degree in Business, Public Affairs or related area
Skills/Experience: 
  • Five (5) years of experience in Grant Making within a private foundation, Investment Management, Finance, Economic Development, or related role
  • Three (3) years of technical experience with making grants and/or investing (convertible notes and loans) in programs and/or companies focused on health and/or social determinants of health
  • Strong communication skills, including the ability to tailor communications to a wide variety of audiences and stakeholders, across multiple cultures
  • Ability to network extensively and manage relationships effectively
  • Ability to manage time well and prioritize across competing tasks
  • Ability to travel overnight up to 20%

Preferred Qualifications

  • Three (3) years of experience investing in, or working professionally in assigned location (Southeast Michigan or Boston)
  • Proficient in office software and adept at learning and using technology platforms

Organization Info

American Heart Association | American Stroke Association

Overview
Headquarters: 
Dallas, TX, United States
Annual Budget : 
More than $500M
Founded: 
1949
About Us
Mission: 

The American Heart Association's mission is to build healthier lives free of cardiovascular diseases and stroke, America's No. 1 and No. 5 killers.

Founded in 1924, our organization now includes more than 30 million volunteers and supporters. We fund innovative research, fight for stronger public health policies, and provide critical tools and information to save and improve lives.

Listing Stats

Post Date: 
Apr 5 2019
Active Until: 
May 5 2019
Hiring Organization: 
American Heart Association | American Stroke Association
industry: 
Nonprofit