What are the responsibilities and job description for the Director, Portfolio Operations & Impact Investing position at Gary Community Ventures?
Who We Are
Gary Community Ventures, invests in for-profit and philanthropic solutions for Colorado’s low-income children and their families. We believe that business and philanthropy can—and should—work together to create opportunities for those who need it most. Gary Community Ventures is committed to investing in quality early childhood and youth development systems, expanding sustainable economic opportunities, and developing and supporting programs that create healthy family and community environments.
About the Role
The Director, Portfolio Operations & Impact Investing will drive operational excellence and impact outcomes across Gary's investment portfolio. This role leads three core functions: (1) portfolio operations management, including manager monitoring and reporting systems oversight; (2); relationship management of the School Readiness and Youth Success portfolio, with focus on maximizing Colorado-based impact; and (3) cross-functional coordination with finance, legal, and external advisors to optimize portfolio implementation
.
This position is located in Denver and will require in-office presence. Out-of-state candidates will be considered, but relocation must occur
.
Salary: $150 - 165K, plus bon
us
Essential Dut
ies:Portfolio Operations (
- 50%)Improve and maintain the current portfolio monitoring systems, including oversight of manager reporting processes, performance analytics, and risk assessment framew
- orksWork closely with the external Investment Advisor as well as the internal Finance & Legal team on ensuring streamlined investment operations infrastructure including capital calls, distributions, and portfolio rebalancing activities while maintaining detailed documentation of investment terms and obligat
- ionsLead quarterly manager review process including performance analysis, team updates, and strategy reviews while maintaining detailed records of all manager interactions and key decis
- ionsOversee portfolio risk monitoring and compliance, including tracking exposures, maintaining investment guidel
- inesDrive implementation and optimization of portfolio management systems and reporting capabilities, including development of automated analytics and efficient operational workf
- lowsManage cash flow forecasting and liquidity planning, including monitoring of investment pacing, unfunded commitments, and coordination with finance team on capital movem
ents
Overseeing the School Readiness and Youth Success Portfolio
- (35%)Lead oversight of School Readiness and Youth Success investment port
- folioDevelop and maintain strategic relationships with fund managers to enhance Colorado i
- mpactIdentify and execute opportunities to leverage greater impact through existing invest
- mentsLead due diligence and recommendations for follow-on invest
ments
Portfolio Strategy
- (15%)Partner with Chief Investment Officer and the external advisors on strategic portfolio decisions, including asset allocation, risk management, and long-term investment pl
- anningMaintain and regularly update Investment Policy Statement to reflect evolving portfolio strategy and Gary's 2035 sunset ti
- melineStructure and coordinate Investment Committee meetings, including preparation of materials, portfolio reviews, and strategic discu
- ssionsLead integration of impact objectives into portfolio strategy, with focus on maximizing Colorado impact throug
h 2035
Required Qualific
- ations:5 years of institutional investment experience, with demonstrated expertise in portfolio operations and impact investing ideally at an asset allocator (private foundation, endowment, pension, investment advisor or OCI
- O firm)Strong background in portfolio monitoring systems, manager due diligence, and relationship man
- agementExperience working with investment committees and contributing to portfolio strategy deve
- lopmentExceptional analytical and communication abilities, with proven ability to present to senior stake
- holdersA strong dedication to Gary’s mission and values, a commitment to high accountability standards, and comfort working in a culture that supports initiative and a
- utonomyBachelor's degree in finance, economics, or relate
d field
Preferred Qualifi
- cations:CFA charterholder or advanced degree in
- financeExperience with investment policy development and go
vernance
Success
- MeasuresEnhanced impact outcomes in School Readiness and Youth Success portfolio across Colorado, with demonstrated progress in ke
- y metricsImplementation of efficient portfolio monitoring and reporting systems that support decisi
- on-makingDevelopment of strong relationships with fund managers to drive Colorado-focus
- ed impactStrategic portfolio management aligned with Gary's 2035 sunset o
- bjectivesTimely portfolio analytics and recommendations that enhance both financial and impact
outcomes
Oth
er duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or witho
ut notice.
WORK
ENVIRONMENTThis role operates in a typical business environment working in our office location located in downtown Denver at Union Station. This role routinely uses a computer and its voice or video call capabilities. This role requires sitting and staring at a computer and talking via voice and v
ideo calls.
This position will be staffed through the 33rd Talent Corporation, which is an affiliate of Gary Community Ventures. The 33rd Talent Corporation is equal opportunity employer committed to diversity and inclusion. We treat all employees and job applicants based on merit, qualifications, competence, and talent and encourage individuals from all backgroun
ds to apply.
If interested, please send your resume and a brief statement of interest to Karen Lam, klam@garyc
Salary : $150,000 - $165,000