Aug 01, 2024

Portfolio Manager, Jewish Life and Israel

$150,000 - $185,000 yearly
  • One8 Foundation
  • Hybrid (Boston, MA, USA)
Full-Time Data/Analysis Evaluation Strategic Planning

Job Description

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:

o   Accurately assessing the strength of an organization’s leadership, strategic plan, financial condition, demonstrated efficacy and potential for impact

o   Leading strategic planning sessions, which may focus on issues like theory of change, model codification, strategic priority identification, and future growth

o   Performing, or working with Portfolio Associate to perform, all necessary quantitative and qualitative analyses, which may include benchmarking, financial modeling, and competitive assessment

o   Developing or refining a strategic, business, and/or implementation plan in partnership with the organization;

o   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

o   Producing materials including grant papers for trustee review; Presenting the proposed grant to trustees; Preparing the grantee to present to Foundation trustees;

o   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.

Hiring Organization

One8 Foundation

Qualifications

The Portfolio Manager will identify great leaders and develop grants and partnerships that can affect systemic change. The Portfolio Manager must embody the foundation’s high standard for rigor, passion, and commitment, while working alongside grantees and providing support and skills to ensure their success. Qualified candidates will possess:

·         Strategic and business planning experience, ideally including experience at a top-tier   consulting firm.

·         Operating experience in a nonprofit or other mission-driven organization.

·         Analytical orientation with the ability to structure investment hypotheses, conduct the associated research, assess programmatic, management, and financial information, and unearth relevant implications and opportunities.

·         Strong networking and relationship building skills.

·         Demonstrated ability to communicate with senior organizational leaders, collaborate effectively, and interact with diverse organizations.

·         Understanding of and experience working in the Jewish and Israel nonprofit landscape.

·         Insatiable curiosity, a love of learning and the desire and skill to help others succeed.

·         A strong willingness to act, break down barriers, and be part of the solution.

·         Self-motivation and the ability to work independently, take initiative, and solve problems.

·         Excellent written and verbal communication skills and attention to detail.

·         Bachelor’s degree (required); MBA or MPP preferred.

Industry/Service Area

Consulting/Advising, Foundation/Grantmaking, Research

Level

Mid-Senior level

Benefits

One8 Foundation offers a comprehensive benefits package.

Application Instructions

One8 Foundation is an equal opportunity employer and encourages candidates of all backgrounds to apply for this position. Interested candidates should submit a cover letter and resume to careers3@one8.org.


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