Become a part of our caring community and help us put health first The Portfolio Manager in Investment Management plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building. Key Responsibilities: Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits) Prepare portfolio updates for senior management & other business partners Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives Champion continuous improvement by identifying and helping to implement best practices in portfolio operations. Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms. Use your skills to make an impact
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Job Type
Full-time
Career Level
Mid Level