Hedge Impact headhunting · 12 hours ago
Portfolio Management & Operations Professional, Impact Investing, CA
Palo Alto, CA
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
5+ years expHedge Impact is a global organization investing in solutions to humanity's most pressing challenges. They are seeking a Portfolio Management & Operations Professional to manage team workflow, portfolio management, and collaborate with stakeholders to enhance operational efficiency.
Staffing & Recruiting
Hiring Manager
Duncan Hiller
Responsibilities
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
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
Qualification
Required
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
Benefits
Long-term incentive plan
100% paid health plans for employee plus qualified dependents
401k match
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
Company
Hedge Impact headhunting
The leading global Impact Investment talent headhunter. 32yrs with 100% fulfilment of retained mandates.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase