Portfolio Associate, Place Matters - Blue Meridian Partners : Job Details

About Us

Blue Meridian Partners is a pioneering philanthropic model for finding and funding scalable solutions to the problems that limit economic mobility and trap America's young people and families in poverty.

We know solutions exist, but even the most promising strategies cannot reach far enough, fast enough without significant, long-term investment. We bring an innovative investor mindset backed by a decades-long track record to the pursuit of upward economic mobility for individuals and communities. By pooling resources, our Partners can unlock substantial philanthropic capital and invest effectively and efficiently.

Anchored by our tested and continuously improving, performance-based investing approach, Blue Meridian makes strategic, long-term investments across multiple portfolios aimed at boosting economic mobility from cradle to career. We support nationwide and place-based strategies to amplify impact across the country and within specific communities. We identify visionary social sector leaders who address key drivers of poverty and invest the flexible, upfront capital they need to dream bigger and exponentially expand their reach, influence, and impact. 

We are constantly learning, exploring, and seeking out new collaborations in relentless pursuit of creating lasting impact at scale that can change the life trajectories of millions of young people and families in America. Blue Meridian is staffed by an experienced team of results-focused leaders, and we welcome other mission-driven champions to join us. 

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Position Profile

The Portfolio Associate role reports to a Director within the Place Matters portfolio. The Portfolio Associate will be responsible for key administrative, operational, and planning support across a variety of the portfolio's programming needs. The Portfolio Associate will also support the work of the portfolio's investment management process and strategic initiatives as needed.

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Primary Responsibilities

The responsibilities of this position include but are not limited to the following. With senior team members' guidance and collaboration, the Associate will support:

Investments Sourcing & Due Diligence

• Conduct research and analysis in support of current and potential investments and synthesize and communicate findings.
• Provide quantitative and qualitative research and analysis of investments' impact and potential growth.
• Assist in the creation of financial analyses of investments, including financial projections.
• Help draft written and visual communications and presentation materials for external parties (e.g., investees and prospective investees) and key stakeholders.
• Support drafting investee semi-annual performance reports.

Place Matters Operations Initiatives

• Help with producing ongoing communications and reporting for Place Matters
• Support the development of presentation material for internal decision-making.
• Provide thought-partnership on process improvements across the portfolio.
• Capture, summarize, and synthesize internal and external meetings elevating salient themes for broader visibility.
• Support development and management of budgets and contracts.
• Help to develop and maintain the team's ongoing work and project plans including updating the status of key tasks on an ongoing basis.

Grants Management

• Support relationship management for Place Matters investees and stakeholders.
• Support engagement with investees on special projects as needed.
• Develop recommendations for ongoing engagement with investees/stakeholders and new Place Matters initiatives.

Qualifications

Required

• Aligned with Blue Meridian's mission and core values.
• At least three years of professional experience in a related field and a bachelor's degree or equivalent experience.
• Outstanding interpersonal skills with a professional and friendly demeanor, and the ability to work with people with different backgrounds and experiences.
• Analytical skills in quantitative and qualitative methods.
• Strong project management skills.
• Good oral and written communication skills.
• Sound judgment and discretion.
• Results-oriented and delivery-focused.
• Working knowledge of Microsoft Outlook, Word, Excel, and PowerPoint, and the ability to learn new software quickly.
• Willing to travel as needed.

Preferred

• Experience working with complex, high-growth organizations.
• Experience with customer relationship management system (CRM) highly desirable.

At Blue Meridian, we value a variety of perspectives. Even if your experience does not fully align with our preferred qualifications, we still encourage you to apply.

Hiring Salary

Blue Meridian Partners aims to provide a comprehensive and competitive total compensation package.

The hiring salary for this position is $98,000. In addition to the base salary, and eligible to receive a performance-based variable incentive bonus.

Blue Meridian also provides generous benefits including:

• Employer contributions to a retirement savings plan
• Medical, dental, and vision coverage with minimal employee contribution
• Life and disability insurance
• Paid time off including vacation/personal days, paid holidays, half-day summer Fridays, and week-long office closures in the summer and winter
• Internal and external professional development opportunities
• Home Office set-up allowance
• Tuition reimbursement
• Hybrid work arrangement

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This position description is a guide to the primary duties and functions of the job, not an all-inclusive list of responsibilities, qualifications, physical demands and work environment conditions. Position descriptions are reviewed and may be revised to meet the changing needs of Blue Meridian Partners at the sole discretion of management.

Blue Meridian Partners is committed to equal employment opportunity, without regard to race, color, gender, religion, age, national origin, sexual orientation, gender identity or expression, marital status, pregnancy, disability, veteran status, prior record of arrest or conviction, genetic information or any other characteristic protected by law. These opportunities include all terms, conditions and privileges of employment, including (but not limited to) recruiting, hiring, job assignment, training, compensation, benefits, discipline, promotion, and termination.