Senior Portfolio Manager - Endowment Partners

Oregon Community Foundation•Portland, OR

3d•Onsite

About The Position

The Senior Portfolio Manager, Endowment Partners oversees and manages a statewide OCF program that is comprised of over 450 partner organizations and approximately $375 million in assets under management. The position reports to the Director of Corporate Investment Operations and is a member of OCF’s Finance Team. The position coordinates closely with Finance, Development, and Program teams to provide relationship management, program services, fund management and administration, as well as educational content to partnered organizations.

Requirements

Bachelor's degree in business, accounting, finance, nonprofit management or a related field or equivalent experience in lieu of degree.
Seven years’ experience with nonprofit organizations, grantmaking, and/or program planning and management.
Five or more years’ experience working with executive-level leaders and Board members.
Three or more years’ supervisory experience.
Experience communicating complex investment concepts with broad, diverse audiences.
Excellent customer service skills to provide service that is courteous and competent, promoting trust and confidence.
Outstanding oral and written communication skills, including public speaking and meeting facilitation.
Strong interest in or knowledge of the nonprofit and philanthropic sectors.
Demonstrate experience in equity, bridging and belonging
Brings critical thinking, problem solving, and excellent judgement to their work.
Experience handling complex issues and concerns.
Possesses cultural agility skills necessary to work effectively with diverse people, teams and communities.
Experience coordinating team efforts within an organization or community involving staff, volunteers and/or community members.
Collaborative and diplomatic.
Strong project and time management skills.
Strong knowledge of MS Word, Outlook, Excel, PowerPoint and Teams.
Experience working in a network environment with an integrated database.

Nice To Haves

Nonprofit accounting knowledge considered a plus.

Responsibilities

Acts as the primary contact for Endowment Partner relationships including nonprofit staff members, board members, and finance and investment committee members.
Works with Endowment Partners to develop an annual plan for their endowment needs.
Develops an annual plan for outreach to Endowment Partners.
Participate in statewide efforts to advance branch and department priorities as appropriate
Oversees annual revisions of all Endowment Partner educational and outreach materials.
Educates, presents, and provides information about the program and related agency fund topics to internal and external stakeholders.
Provides investment program and performance presentations to endowment partners and other parties upon request.
Develops content and supports OCF’s annual Investment Program Update for donors, Endowment Partners, and Supporting Organizations, as well as the annual publication.
Partners with the Director of Corporate Investment Operations to develop and fine-tune complex investment concepts for internal and external constituents.
Manages requests from Endowment Partners for information about additional giving opportunities and complex gifts and brings in OCF development team members as appropriate.
Trains new development team members on Endowment Partner gift acceptance policies, technical requirements, grantmaking, and program policies.
Assists development team members with new endowment partner inquiries and providing program overview and investment program presentations to new prospective partners.
Provides information and consulting-level education to nonprofit organizations considering creating an endowment.
Reviews and manages quarterly, semi-annual, and annual Endowment Fund reports, including investment performance and allocations.
Evaluates requests for matters that require legal analysis and collaborates with the Director of Investment Operations to determine the best approach.
Oversees extraordinary requests from Endowment Partners.
Ensures Endowment Partner contacts remain current in the system.
Maintains working knowledge of OCF’s investments, investment operations, and related activities.
Develops and stays current on Community Foundation and agency funds topics.
Oversees and manages access to OCF’s Endowment Partner portal.
Provides leadership and guidance through direct supervision of the Administrative Coordinator, Endowment Partners.
Coordinates with and communicates with Finance leadership and other organization leaders.