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Dodge & Cox
San Francisco, CA, United States
The Portfolio Implementation Team ("PIT") is responsible for equity trade order entry for Dodge & Cox separately managed equity and balanced accounts. The Portfolio Implementation Associate will focus on trade order entry in institutional tax-exempt separate accounts and will provide back-up support for taxable separate accounts. The PIT collaborat
Job Source: Dodge & CoxAllspring Global Investments
San Francisco, CA, United States
Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial retur
Job Source: Allspring Global InvestmentsCFA Institute
San Francisco, CA, United States
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fix
Job Source: CFA InstituteAllspring
San Francisco, CA, United States
Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positi
Job Source: AllspringNational Investment Co.
San Francisco, CA, United States
Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and Chicago. Stockbridge is seeking an experienced Analyst or Associate (title will be determined based on skillset and relevant experie
Job Source: National Investment Co.Kinsley Power Systems
San Francisco, CA, United States
Business Function Global Investment Services Cambridge Associates believes culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is
Job Source: Kinsley Power SystemsStockbridge
San Francisco, CA, United States
Associate, Acquisitions and Portfolio Management San Francisco, CA Stockbridgeis a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structu
Job Source: StockbridgeSelectLeaders
San Francisco, CA, United States
Associate, Acquisitions and Portfolio Management Associate, Acquisitions and Portfolio Management Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum with
Job Source: SelectLeadersSan Francisco, CA, United States
Organization: Sustainable Ocean Alliance (SOA)
Position: Portfolio Associate
Location: San Francisco Bay Area, CA
THE POSITION
SOA is seeking a passionate self-starter to join its team as a Portfolio Associate. This role will be responsible for supporting our existing portfolio of 376+ for-profit and nonprofit ocean startups, recruiting and selecting new ocean startups for SOA. The individual will understand our portfolio needs and provide operational support to ensure that each of our startups have access to the resources that they need from the SOA team and our network of mentors, partners, and investors.
The Portfolio Associate will support the team, liaising between the portfolio startups and our mentors, partners, and investors. The individual will contribute to bringing in the most impactful ocean solutions to SOA and support SOA in providing funding to startups. Furthermore, the Portfolio Associate will help our team track and report business metrics and ocean impact metrics. This position reports to the Head of the Ecopreneur Network.
RESPONSIBILITIES
Serve as a resource and mentor to the SOA startup portfolio, providing value in access to SOA and its partners’ resources and tools
Organize and conduct market research and competitive analysis to identify gaps and opportunities for support to ocean startups
Participate in the startup selection process and onboarding of new startups
Assist the team with facilitating meetings and matches of SOA’s ocean ecopreneurs with mentors, partners, and investors
Track and report metrics associated with all aspects of the SOAstartup portfolio
Support environmental and social impact data tracking and reporting
Support policy strategy and research initiatives
Support various SOA-wide programmatic initiatives, including climate and ocean-focused conferences, events, communications, and services
Contribute to SOA thought leadership in ocean health, technology and innovation
Perform other duties and special projects as assigned
QUALIFICATIONS
Minimum Qualifications
Bachelor’s degree from an accredited post-secondary institution or equivalent
Passionate about ocean sustainability and environmental conservation
Passionate about technology and innovation
Familiarity with entrepreneurship, product and business development
Team-oriented mindset and ability to work in fast-paced, dynamic environments
Attention to detail with strong organizational skills and ability to meet deadlines
Ability to work on multiple projects simultaneously with focus on execution and delivering consistent results
Creative and proactive in solving challenging problems
Excellent verbal and written communications skills
Familiarity with Airtable, Google Suite, Slack, and Miniextensions
Preferred Qualifications
At least 1 year of academic or professional experience in climate, ocean sustainability and/or environmental conservation
Familiarity with climate tech and/or ocean tech startups
Demonstrated knowledge of startup ecosystem
Familiarity with accelerator programs, venture studios, or VC firms
Proficient in research, data analysis and data management
Salary: $65,000 - $70,000 USD Annually
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Email Alert for Portfolio Associate jobs in San Francisco, CA, United States
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