Portfolio Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate and sustain a deep understanding of PJMF’s grantmaking priorities alongside the role of data and AI solutions.

• Perform field sensing and landscape assessments on advancements and opportunities within AI and data science.

• Create retrospectives on portfolio strategies that synthesize grant outcomes, lessons learned, and insights gained.

• Assist in formulating strategic hypotheses and learning inquiries that steer philanthropic investments.

• Conduct research and outreach to identify nonprofit and civil society grant partners aligned with our mission.

• Facilitate initial discussions with prospective grant recipients.

• Execute due diligence through desk research, interviews, and financial evaluations.

• Develop evidence-based recommendations for funding decisions.

• Spot collaboration and shared-learning opportunities across grantees, portfolios, and related fields.

• Offer project-based support to enhance effective grantmaking systems and team practices.

• Distill grant reports and external sources into valuable insights for convening and thought leadership.

• Report directly to the Director of Strategic Capital.

⛳️ Requirements

• Over 3 years of relevant experience in consulting, business analysis, strategy, investing, or a similar role that demands rapid learning and sound judgment.

• Familiarity with data and AI topics is advantageous.

• Quick learning ability and the aptitude to ask insightful questions even without being a subject-matter expert.

• Regular engagement with AI tools for research, analysis, and synthesis tasks.

• Good judgment on when to trust, verify, or dismiss AI-generated outputs.

• Basic comprehension of how AI systems operate.

• Capability to work independently while appropriately coordinating with leadership and team members.

• Proficient in critically evaluating opportunities in relation to organizational strategy.

• Clear, concise, and structured communication skills for presenting research and analysis.

• Strong relationship management abilities and an understanding of power dynamics.

• Proactive in identifying potential issues or obstacles in external relationships.

• A strong sense of curiosity and commitment to equity.

🏝️ Benefits

• Comprehensive employer-paid medical, dental, and vision insurance for employees, spouses/domestic partners, and dependents.

• HSA/FSA plans available.

• Life insurance coverage provided.

• Short- and long-term disability insurance.

• 401(k) retirement plan with up to 6% matching of annual salary.

• Additional discretionary year-end matching contributions.

• Flexible paid time off policy.

• 11 paid holidays throughout the year.

• Paid sick leave available.

• Paid breaks during holiday seasons.

• Fully remote work environment.

• Annual in-person team connection events.

• Access to Ginger+ mental health services.

• Discounts on Active and Fit Gym memberships.

• SmartSpend Plus and financial well-being resources.

• Up to 6 months of gender-neutral paid parental and caregiver leave.

• Reimbursement opportunities for professional development, peer learning, internal training, external activities, and conferences.

• Student loan savings options through our insurance provider.

• Philanthropic matching gift program available.