Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems. As the largest community foundation in the world, we engage donors and corporations from Silicon Valley, across the country and around the globe to make our region and world better for all. Our passion for helping people and organizations achieve their philanthropic dreams has created a global philanthropic enterprise committed to the belief that possibilities start here. Learn more at siliconvalleycf.org.
ABOUT THE OPPORTUNITY
This is a full-time exmept level position in Mountain View, California.
Like many employers, SVCF has pivoted to a mostly remote workforce during the pandemic. However, once there is a return to office, the expectation is that staff will be based out of our headquarters in Mountain View, California.
JOB SUMMARY
Reporting to the Senior Officer, Investments, the Senior Associate is responsible for supporting due diligence, operations, administration and reporting for Silicon Valley Community Foundation’s investment portfolio of both externally managed accounts and direct investments.
IDEAL CANDIDATE
The ideal candidate possesses:
- Knowledge of capital markets, business, finance, banking, and impact investing.
- Knowledge of investment vehicles in both public and private markets, portfolio construction and risk management.
- Experience working with either an institutional asset owner such as a foundation, endowment or family office; or investment firm such as registered investment advisor, venture capital or private equity firms; or impact investment.
DUTIES AND RESPONSIBILITIES
- Complete due diligence on investment funds, managers and advisors and present recommendations for approval.
- Monitor investment portfolios for performance and compliance with stated policies.
- Create regular and ad-hoc reporting for internal and external audiences, which includes both seasoned professionals and laypeople.
- Establish, liaise and maintain relationships and communication with external investment advisors to provide portfolio updates, performance reviews and monitor liquidity needs, while holding advisors accountable for performance and policy compliance.
- Review and facilitate transactions with external investment advisors, custodians and fund managers. Coordinate and report transactions with internal accounting, donor engagement and legal departments.
- Support internal staff to assist donors in reviewing/selecting investment(s) amongst provided options and/or understanding investment performance.
- Support internal staff and donors to oversee efficient legal transfer of assets to SVCF, particularly for gifts of complex gifts (e.g., direct investments) and subsequent sales.
- Evaluate financial institutions such as banks, credit unions and CDFI loan funds for financial stability and social or environmental impact.
- Work closely with internal team and external consultants to source, diligence and execute impact investments, specifically those in Silicon Valley or the broader Bay Area region.
- Coordinate investment committee meeting planning, and preparation of agendas and docket material.
- Contribute to annual audit, internal control and tax filing deliverables. Produce assigned items, respond to auditor testing inquiries and structure workflows and data collection with deliverables in mind.
- Other related duties as assigned.
QUALIFICATIONS AND SKILLSETS
- Bachelor’s degree required; graduate degree in finance, economics or business, or equivalent professional designation preferred (CFA, CFP, CAIA).
- 4+ years relevant professional experience.
- A strong understanding of capital markets, portfolio management and impact investing
- Commitment to social justice and community impact.
- Excellent organizational, management and communication skills (both written and oral).
- Very strong verbal and interpersonal skills.
- Commitment to quality, results and superior performance.
- Team player and problem solver with the ability to jump into new opportunities or challenges with a positive mindset and creative thinking.
- Collaborative work style; able to facilitate amongst diverse communities and individuals; able to resolve conflict when key stakeholders have differing points of view.
- Excellent financial analysis, writing, editing and speaking skills.
- Strength in managing multiple, complex priorities often with tight deadlines.
- Ability to approach situations and challenges with a sense of humor.
- Keen interest in philanthropy and the non-profit community.
WORK ENVIRONMENT AND PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
The above statements are intended to describe the general nature and level of work performed by the incumbent in this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills.
EQUAL EMPLOYMENT OPPORTUNITY AND INCLUSION
Silicon Valley Community Foundation has a deep commitment to diversity, equity, inclusion and equal opportunity. We are committed to building a team that is representative of our community.
SVCF is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, political affiliation, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.
If interested, please apply here.
