Gary Community Ventures, invests in for-profit and philanthropic solutions for Colorado's low-income children and their families. We believe that business and philanthropy can-and should-work together to create opportunities for those who need it most. Gary Community Ventures is committed to investing in quality early childhood and youth development systems, expanding sustainable economic opportunities, and developing and supporting programs that create healthy family and community environments.
About the Role
The Director, Portfolio Operations & Impact Investing will drive operational excellence and impact outcomes across Gary's investment portfolio. This role leads three core functions: (1) portfolio operations management, including manager monitoring and reporting systems oversight; (2); relationship management of the School Readiness and Youth Success portfolio, with focus on maximizing Colorado-based impact; and (3) cross-functional coordination with finance, legal, and external advisors to optimize portfolio implementation.
This position is located in Denver and will require in-office presence. Out-of-state candidates will be considered, but relocation must occur.
Salary: $160 - 180K, plus bonus
Essential Duties:
Portfolio Operations (50%)
Improve and maintain the current portfolio monitoring systems, including oversight of manager reporting processes, performance analytics, and risk assessment frameworks
Work closely with the external Investment Advisor as well as the internal Finance & Legal team on ensuring streamlined investment operations infrastructure including capital calls, distributions, and portfolio rebalancing activities while maintaining detailed documentation of investment terms and obligations
Lead quarterly manager review process including performance analysis, team updates, and strategy reviews while maintaining detailed records of all manager interactions and key decisions
Oversee portfolio risk monitoring and compliance, including tracking exposures, maintaining investment guidelines
Drive implementation and optimization of portfolio management systems and reporting capabilities, including development of automated analytics and efficient operational workflows
Manage cash flow forecasting and liquidity planning, including monitoring of investment pacing, unfunded commitments, and coordination with finance team on capital movements
Overseeing the School Readiness and Youth Success Portfolio (35%)
Lead oversight of School Readiness and Youth Success investment portfolio
Develop and maintain strategic relationships with fund managers to enhance Colorado impact
Identify and execute opportunities to leverage greater impact through existing investments
Lead due diligence and recommendations for follow-on investments
Portfolio Strategy (15%)
Partner with Chief Investment Officer and the external advisors on strategic portfolio decisions, including asset allocation, risk management, and long-term investment planning
Maintain and regularly update Investment Policy Statement to reflect evolving portfolio strategy and Gary's 2035 sunset timeline
Structure and coordinate Investment Committee meetings, including preparation of materials, portfolio reviews, and strategic discussions
Lead integration of impact objectives into portfolio strategy, with focus on maximizing Colorado impact through 2035
Required Qualifications:
8+ years of institutional investment experience, with demonstrated expertise in portfolio operations and impact investing ideally at an asset allocator (private foundation, endowment, pension, investment advisor or OCIO firm)
Strong background in portfolio monitoring systems, manager due diligence, and relationship management
Experience working with investment committees and contributing to portfolio strategy development
Exceptional analytical and communication abilities, with proven ability to present to senior stakeholders
A strong dedication to Gary's mission and values, a commitment to high accountability standards, and comfort working in a culture that supports initiative and autonomy
Bachelor's degree in finance, economics, or related field
Preferred Qualifications:
CFA charterholder or advanced degree in finance
Experience with investment policy development and governance
Success Measures
Enhanced impact outcomes in School Readiness and Youth Success portfolio across Colorado, with demonstrated progress in key metrics
Implementation of efficient portfolio monitoring and reporting systems that support decision-making
Development of strong relationships with fund managers to drive Colorado-focused impact
Strategic portfolio management aligned with Gary's 2035 sunset objectives
Timely portfolio analytics and recommendations that enhance both financial and impact outcomes
Other duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WORK ENVIRONMENT
This role operates in a typical business environment working in our office location located in downtown Denver at Union Station. This role routinely uses a computer and its voice or video call capabilities. This role requires sitting and staring at a computer and talking via voice and video calls.
This position will be staffed through the 33rd Talent Corporation, which is an affiliate of Gary Community Ventures. The 33rd Talent Corporation is equal opportunity employer committed to diversity and inclusion. We treat all employees and job applicants based on merit, qualifications, competence, and talent and encourage individuals from all backgrounds to apply.
Please send a cover letter and resume to Karen Lam @ klam@garycommunity.org.