ABOUT THE POSITION:

The Portfolio Manager will spearhead select grantmaking efforts, contribute to the development of the Foundation’s Jewish Life and Israel strategy, and build the Foundation’s public presence. S/he will work on other strategic projects outside the Jewish Life and Israel portfolio as needed. S/he will report to the Vice President, Jewish Life and Israel.

Responsibilities include, but are not limited to:

Portfolio Management

• Identify prospect grantee organizations that align with the foundation’s mission and strategy
• Independently manage all aspects of moving a potential grantee through the foundation’s due diligence process including:
  • Accurately assessing the strength of an organization’s leadership, strategic plan, financial condition, demonstrated efficacy and potential for impact
  • Leading strategic planning sessions, which may focus on issues like theory of change, model codification, strategic priority identification, and future growth
  • Performing, or working with Portfolio Associate to perform, all necessary quantitative and qualitative analyses, which may include benchmarking, financial modeling, and competitive assessment
  • Developing or refining a strategic, business, and/or implementation plan in partnership with the organization;
  • Determining, in conjunction with the Director, whether a grant should be pursued, and if so, elements of the grant design including outcome targets and key implementation milestones
  • Producing materials including grant papers for trustee review; Presenting the proposed grant to trustees; Preparing the grantee to present to Foundation trustees;
  • Developing and finalizing the grant agreement.
• Maintain close positive relationships with grantees, demonstrating commitment to their success by problem solving, offering ongoing advice, and eliminating barriers to their success; foster strong working relationships, a high level of mutual trust, and effective channels of communication
• Track grantee progress through site visits, data collection and third-party evaluation; keep the Director and President apprised of grantee progress and seek assistance as needed to ensure grantee success.  

Strategy Leadership

• Develop and maintain a breadth of knowledge about existing research and current trends that contributes a unique and additive perspective to the Portfolio Team
• Use research and robust data analysis to inform ongoing refinement of strategy for the Jewish Life and Israel portfolio, in collaboration with the team.
• Participate in internal strategy development on major sub-areas within the portfolio while contributing to strategic thinking across the full portfolio
• Nurture, and access a robust network of operators, leaders, academics and philanthropists in the nonprofit space who will help inform strategy and identify high caliber emerging organizations.
• Represent the One8 Foundation at meetings, conferences, and other events.