Portfolio Management & Operations Professional

About Hedge Impact Headhunting

Hedge Impact Headhunting is a leading global impact investment talent recruitment agency. The company specializes in placing professionals who are dedicated to creating positive social and environmental changes through impactful investing. Hedge Impact works closely with a wide range of organizations, from single-family offices to large multinational corporations, to fulfill retained mandates and cultivate exceptional networks in impact investing.

The chosen candidate will play a critical role in our growing impact-focused organization as a Portfolio Management & Operations Professional. As part of a highly collaborative team, you will manage and optimize investment processes, integrate knowledge, and align investments with our holistic strategy. This dynamic opportunity allows for an entrepreneurial mindset as you work with internal and external stakeholders to drive market infrastructure development across various geographies and sectors.

In this growth phase, your contributions will be key to bolstering our operational excellence and mission-driven investments.

• Manage internal workflow that empowers thoughtful and consistent investment processes.
• Work closely with the team to draft, update and manage key milestones and goals related to its investment activities.
• Manage knowledge management systems to organize data and insights.
• Support and hold the team accountable for engaging with relevant systems.
• Support meetings and proactively prioritize follow-up items that require attention.
• Execute investments via charitable and non-charitable entities.
• Ensure compliance with legal requirements and operational policies.
• Enhance governance practices while maintaining confidentiality.
• Track deployed investments including multiple closes and tranches.
• Summarize annual deployment analysis in a year-end learning memo.
• Develop and maintain data collection processes and reporting templates.
• Provide investees operational and capacity support to adopt best practices.

• Proven experience in investment portfolio management and/or operations.
• At least 5+ years of practical experience as an asset manager or intermediary.
• MBA or Master’s degree in a relevant field.
• Strong alignment with the firm’s purpose and mission.
• Proficiency in using business tools like G-Workspace and project management tools.
• Strong analytical, problem-solving, and project management skills.
• Versatility and adaptability in a changing environment.
• Excellent communication skills for conveying complex information.
• Ability to work independently and collaboratively.
• High integrity and ability to maintain confidentiality.

• Long-term incentive plan
• 100% paid health plans for employee plus qualified dependents
• 401k match
• Up to $6,000/year for qualified tuition reimbursement
• Up to $6,000/year 529 plan match
• Up to $5,000/year charitable match + year-end “10x challenge” up to additional $10,000
• Health & wellness program: up to $2,400/year
• Healthcare flexible spending & fertility plan

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