Drive production of reporting and key performance metrics that support management reporting, including the quarterly Portfolio Management Forum (PMF), Independent Valuation Review Forum (IVRF) and Executive Monthly Reporting (EMR)
Review periodic financial reporting, assist with valuation analyses, and input key financial data into systems of record
Utilize financial and business analyses to assess performance of investees and join investment team on investee calls
Identify portfolio insights and trends to influence future deployment or existing portfolio management strategy
Support execution of portfolio activity (capital calls, draws etc.) as required
Develop strategy and processes to continually improve the existing Portfolio Management function
Lead execution of critical Business Management workstreams
Track and monitor pipeline transactions
Manage budget reporting including the value of potential and overall trends; review and report on expense trends and outlook
At least 6 years of experience in the financial services industry coupled with experience in a business management related role
A demonstrated passion for social enterprise, development finance, and/or environmental work
Demonstrated experience in financial and valuation analyses with excellent accounting knowledge
Familiarity with Venture Capital, Private Equity, Credit, or Investment Banking products
Ability to independently formulate business strategy, construct compelling narratives, and present to senior executives
Demonstrated ability to exercise independent judgement and initiative, to prioritize and accurately complete multiple tasks, and to work under deadlines and changing priorities in order to drive results
Ability to navigate a highly matrixed organization including ability to work across/with various functions