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Portfolio Analytics Manager – Candide Group

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Portfolio Analytics Manager

Location: This position is currently remote due to COVID. Oakland based applicants are preferable, however, we are accepting applications from other parts of the United States.

 

About Candide Group:

 

Candide Group leverages capital to support the transition away from an extractive global economy to one that is built upon values of social justice and sustainability. We are an SEC Registered Investment Advisor based in Oakland, California, that supports families, foundations, athletes, and cultural influencers nationally who want their money working for social justice. As impact investors, we seek to foster social benefit alongside financial return. We recognize that achieving our values will require an intense reorganization of society, and thus the pursuit of multiple strategies — in addition to our core line of work pursuing transformative impact through investing, we also leverage traditional advocacy through active participation in activism campaigns, work with other organizations about how they can better align their money and values, and maintain a thriving presence in media to affect change.

We prioritize intersectional and systemic change approaches, both amongst our portfolio and within our advocacy work. Candide Group supports investments across all sectors, geographies, asset classes and stages – including direct investments and funds; debt and equity — as long as we believe there is a strong impact intervention, a viable financial case, and a team with the skills to execute. Over half our portfolio is led by people of color and women — in general, we have a strong commitment to equity and inclusion both within our team and the teams we invest in.

The position:

The past few years have been a time of phenomenal growth and development for Candide Group. We launched the Olamina Fund, a $40M debt vehicle creatively providing access to capital to women and communities of color, onboarded a number of new advisory clients, and added 15-20 new investee relationships to our clients’ combined portfolios every year.

With our investment activity increasing in scope, pace and complexity, we are seeking a full-time Portfolio Analytics Manager to improve our ability to oversee and support our clients’ portfolios.

 

Responsibilities will fall in the following areas:

  1. Ongoing portfolio monitoring and oversight:  

    • Ensure that all investees are complying with their reporting requirements and we are receiving everything from them in a timely manner

    • Along with the investment team, digest/process information as it is received from investees to capture key performance information (eg. business and impact progress, changes in valuation, etc.)

    • Flag key dates with specific action items (e.g. extensions/maturities, payments due, etc.).

  2. Develop and maintain standardized portfolio management systems, tools, and processes:

    • Design and implement portfolio tracking systems that can efficiently generate performance reports per client/portfolio, as well as across clients/portfolios. This may involve building an in-house solution (with support from outside consultants) and/or implementation of an existing solution (e.g. Addepar)

    • Design and implement a system to capture ongoing updates from investees (e.g. financial KPIs, qualitative updates, impact and diversity metrics, etc). This may be folded into the portfolio tracking system above, and/or may involve additional tools (eg. CRM, Notes, Asana, etc.).

  3. Generate portfolio reports for clients and prospective clients: 

    • Coordinate and manage the process of generating quarterly reports for Candide’s advisory clients

    • Generate portfolio performance reports for Candide’s marketing/sales materials (RFPs, prospective client presentations, etc.).

  4. Develop systems for portfolio/investee support:

    • Identify and track portfolio needs where Candide may be able to provide support

    • Design systems for Candide to capture and track those needs

    • Develop (or oversee the development of) shareable content/frameworks for investees (E.g. hiring tools, term sheet library, etc).

 

The ideal candidate:

  • 5+ years experience in portfolio management, analytics, and/or operations

  • Is comfortable with and passionate about developing and operationalizing standard processes and systems that can scale along with Candide’s portfolio

  • Is able to absorb a large amount of information from portfolio investees, while effectively distilling that information to focus on key insights

  • Has a high level of comfort with IT/software tools involved in tracking/managing Candide’s portfolios (eg CRM, spreadsheets, etc.)

  • Is passionate about supporting the success of founders and managers in Candide’s portfolios, has genuine curiosity about the businesses and love for the people behind the businesses

  • Is deeply committed to social change and to justice, equity, diversity, and inclusion (a true JEDI), while knowing it takes organization, strategy, and systems to achieve it.

Location:

This position is currently remote due to COVID. Oakland based applicants are preferable, however, we are accepting applications from other parts of the United States.

Hours, Compensation, and Benefits:

Full time. $95,000-125,000. Additionally we offer standard benefits such as health insurance and an employer-contributed 401k.

How To Apply:

Please email the following to hiring@candidegroup.com and include “Portfolio Analytics Manager” in the subject line:

  1. A cover letter outlining why you are interested in working for Candide Group and your relevant experience;

  2. Your resume;

  3. A list of three references.

 

The deadline for submitting an application is September 3, 2021.

Candide Group is an equal opportunity employer committed to diversity, equity, inclusion, and justice. We strongly encourage and seek applications from women, people of color, including bilingual and bicultural individuals, formerly incarcerated individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. We do not discriminate in hiring or employment on the basis of race, color, religion, national origin, gender, marital status, sexual orientation, age, disability, or veteran status.

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