Portfolio Group Coordinator

Job Summary:

The Portfolio Group Coordinator keeps the Portfolio Group review and decision-making process on track and ensures that the information is captured and shared with all appropriate Ben Franklin team members. From early meetings with prospective clients, through funding applications and reviews, client monitoring, and presentation material for our Board of Directors.

Responsibilities:

· Schedule and attend all Portfolio Group meetings, company presentations, and regional quarterly review meetings, and ensure that appropriate materials are ready.

· Document all information and decisions from Portfolio Group meetings, company presentations, and quarterly regional review meetings, and ensure they are shared with other appropriate Ben Franklin team members.

· Work with the portfolio group to gather and track appropriate information for client proposals.

· Manage our proposal review process by working with the Associate Manager for Client Development to identify, confirm, and follow through with external and internal reviewers.

· Create the investment book for all proposals under review.

· Coordinate the receipt of all necessary documents in preparation for board meetings and funding approvals.

· Maintain data on active portfolio clients.

· Provide support between the Portfolio Group team and the Operations Group to keep proposals, contracts, and monitoring on track.

· Continually review Salesforce data to ensure necessary information is entered and help develop and implement new ideas for capturing and presenting information for appropriate Ben Franklin team members.

· Provide support for grant writing projects.

· Provide support for preparation of state proposal.

· Perform other duties as assigned.

Required Skills/Abilities:

· Strong interpersonal skills and demonstrated ability to form business relationships.

· Microsoft Office experience necessary.

· Salesforce experience preferred.

· Strong communication skills including writing and ‘listening to understand’.

· Ability to organize multiple projects and processes simultaneously.

Education and Experience:

Associate or bachelor’s degree in project management or a business field is preferred. Five years of experience as an administrative coordinator or project manager in professional business setting required.

Benefits include:

· Health Care

· Holidays, Sick Leave, Vacation

· Retirement Plan which includes a matching incentive

· Wellness Programs

· Tuition Assistance

Ben Franklin Northeast follows a hybrid work model, with time split between our Bethlehem office and remote work. Occasional travel outside the Lehigh Valley region is required.

Note:

This position description does not list all responsibilities, skills, efforts, or working conditions associated with the position. It reflects principal job elements. Ben Franklin Northeast reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.

About Ben Franklin Technology Partners of Northeastern Pennsylvania:

For over 40 years, Ben Franklin Technology Partners of Northeastern Pennsylvania (Ben Franklin Northeast) has been building an ecosystem that fosters innovation and entrepreneurial success by providing investment capital and business support services to technology startups and established manufacturers. Nationally ranked among the top 5% of the most active seed and early-stage investors, Ben Franklin Northeast invests in and supports companies to retain highly paid, sustainable jobs, accelerate technology-based economic growth in northeastern Pennsylvania, and advance technologies that improve the human condition. Learn more at nep.benfranklin.org.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Commute:

• Bethlehem, PA 18015 (Required)

Work Location: Hybrid remote in Bethlehem, PA 18015

Salary : $50,000 - $55,000