Lead the sourcing, evaluation, and management of impact investments across grants, debt, and equity to improve health outcomes.
Build and maintain relationships with entrepreneurs, investors, and community organizations to advance the Fund's mission.
Conduct financial and impact due diligence, prepare investment memoranda, and support portfolio organizations.
The American Heart Association is a nonprofit organization dedicated to fighting cardiovascular disease and stroke, aiming to reduce deaths and improve health outcomes. With a large workforce and a culture of innovation and collaboration, the Association offers resources for work-life harmony and professional development.
Manage day-to-day activity of the Alternative Energy Portfolio teams including Credit Analysts, Account Executives, and Portfolio Analysts, performing all managerial duties.
Develop and implement credit metrics, policies, and procedures, ensuring risk ratings and periodic reviews are performed within guidelines.
Work cross-functionally with Collections, Asset Management, Legal, and Data Analytics to develop portfolio reports, monitor exposures, and manage workout strategies.
Pathward is a financial empowerment company that works with innovators to increase financial access and promote economic mobility. They are a team of problem solvers and innovators who celebrate differences and embrace the *HUMBLE*HUNGRY*SMART approach.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.