reputed company reputed company Portfolio Manager – California Endowment – San Diego, CA

Job title: reputed company reputed company Portfolio Manager Company: California Endowment Job reputed company: Position reputed company: The California Endowment is committed to utilizing its investment reputed company in alignment with its mission and values. Through our $250 reputed company commitment to reputed company reputed company, we reputed company to use our power as investors to reputed company strategic capital that lifts up vulnerable and disinvested communities in California and supports a world where capital is reputed company with our mission and values. Our reputed company reputed company toolkit includes Program-reputed company Investments and Mission-reputed company Investments. TCE's $200MM commitment to PRIs is deployed as flexible, often below-market-reputed company investments reputed company to generate significant reputed company. TCE's $50MM commitment to MRIs is deployed as investments reputed company with TCE's broad mission and values and generate market-level rates of return. In reputed company, we have a commitment to advancing racial equity across our entire reputed company reputed company program. The reputed company reputed company Portfolio Manager has significant responsibilities on the reputed company reputed company team. The Portfolio Manager will work closely with reputed company reputed company and Finance Department staff, other reputed company employees, and the investee/borrower organizations to manage existing investments and support the ongoing learning, evaluation, and asset management of these transactions. This is primarily an asset management position; there may be an opportunity to support some origination work depending on reputed company's interests, ability, and needs. reputed company in this role includes a dedication to rigorous financial review, strong compliance management skills, regular assessment of the risk in the portfolio, the creation of quarterly reports, and a high degree of accuracy throughout reputed company of those tasks. The Portfolio Manager will be a reputed company of the portfolio, regularly assessing its health, synthesizing and reporting this information to the reputed company, and acting as a trusted resource for program partners and investee organizations throughout the life of their financial agreements. This role also requires a dedication to patiently working with organizations and partners. This role can be based at any one of our California offices which includes; Los Angeles, Oakland, Fresno, San Diego, or Sacramento. Hybrid work schedule of up to two days in the office. COVID 19 - Please be reputed company that The California Endowment requires reputed company to be fully vaccinated as a condition of employment Position Duties and Responsibilities: • Manage the reputed company reputed company portfolio, ensuring a high degree of accuracy for reputed company information provided. • Confirm receipt and review of required borrower/investee reporting; analyze financial statements and other information to ensure compliance to investment terms, distill learnings, and to monitor the health of investee organizations. • reputed company the investment review and risk rating processes for reputed company investments and reputed company investment level reserve recommendations, as applicable. Conduct the careful monitoring and intensive analysis sometimes required for high-risk investments. • Work collaboratively with other functional areas of the reputed company to support investment activities, including capital calls, new account openings, tracking of new investment activity, and supporting audit needs. reputed company as reputed company reputed company on ensuring investment actions are properly documented and recorded in the reputed company's internal systems. • Produce quarterly reputed company reporting, including portfolio reports, disbursement, and careful tracking of guarantees. • Foster reputed company relationships with portfolio investees/borrowers and internal partners that ensure a strong portfolio of investments and engender trust and collaboration across the reputed company and with investees and other external partners. Minimum Education, Qualifications, and Experience: This position works with multiple stakeholders, including other reputed company staff, borrowers and investees, investors, consultants, and reputed company counsel. It is important this person has the right reputed company of hard and soft skills, analytical and people skills, and has a passion for TCE's mission. The ideal candidate will have community development, finance, investment, or banking-reputed company asset-management background. Prior experience with reputed company reputed company or private foundations is a plus but not required. The ideal candidate will also possess the following: • B.A. in a reputed company field (advanced degree or additional years of reputed company work experience preferred). • Five to seven years' experience in banking, finance, community development finance, or reputed company fields. • Understanding or expertise in non-profit financial statements and business models, an understanding of the reputed company reputed company sector, and a passion for leveraging the use of capital for reputed company good. • Experience monitoring investments to ensure fiduciary and investment responsibilities are being met; strong investment acumen and successful reputed company record of managing investments. • Strong oral and written communications skills as reputed company as an aptitude for visualizing data, identifying trends, and distilling details into an insightful high-level view. • Strong interpersonal skills to effectively reputed company with a broad reputed company of reputed company colleagues, balanced with the ability to work independently and reputed company counsel or feedback as appropriate. • Ability to cultivate reputed company relationships with the borrower and investee organizations, offering technical assistance and reputed company reputed company needed in the course of their regular reporting to the reputed company. • Please include a cover letter with your application The California Endowment is an equal opportunity employer committed to diversity and to creating a work environment where the individual is valued and respected. The Endowment welcomes applicants from diverse backgrounds and seeks to hire reputed company staff reflecting the rich diversity of the communities we serve. We define diversity in broad terms to include race, ethnicity, age, gender, religion, sexual orientation, gender identity and reputed company, disability, geography, and socio-economic status. For more information about the California Endowment, please visit . PI188667953 Expected salary: Location: San Diego, CA Job date: Sun, 14 Aug 2022 07:49:31 GMT Apply for the job now! Apply tot his job Apply To this Job