Website Oregon Community Foundation
About Oregon Community Foundation
Oregon Community Foundation (OCF) was established in 1973 with the mission to harness the power of philanthropy to transform and improve the lives of all Oregonians. With over $4 billion in assets under management, OCF is one of the largest community foundations in the United States, offering resources and services to support nonprofit organizations, schools, and individuals across Oregon. The foundation is dedicated to addressing diverse community needs through research, grantmaking, and the provision of scholarships. OCF operates from six offices located throughout the state, which includes Portland, where the Senior Portfolio Manager position is based.
About this Role
The Senior Portfolio Manager for Endowment Partners at Oregon Community Foundation plays a crucial role in managing and overseeing the OCF’s statewide program. This program includes over 450 partner organizations and manages approximately $375 million in assets. As part of OCF’s Finance Team, the Senior Portfolio Manager collaborates closely with various departments to deliver relationship management, program services, and educational content. The role is pivotal in coordinating and supporting complex investment concepts and initiatives to benefit endowment partners.
Responsibilities
- Acts as the primary contact for Endowment Partner relationships.
- Develops annual plans for Endowment Partners’ needs and outreach.
- Oversees revisions of educational and outreach materials.
- Provides investment program and performance presentations.
- Partners with internal teams to develop investment concepts.
- Manages information requests about complex gifts.
Requirements
- Bachelor’s degree in a relevant field or equivalent experience.
- Seven years of experience with nonprofit organizations.
- Five or more years’ experience with executive-level leaders.
- Strong customer service and communication skills.
- Experience in equity, critical thinking, and agility with diverse groups.
- Knowledge of nonprofit accounting and investment concepts.
- Proficient in MS Word, Outlook, Excel, PowerPoint, and Teams.
Benefits
- Competitive salary with opportunities for growth.
- Paid time off and medical, dental, vision insurance.
- 401k, disability and life insurance plans.
- Employee assistance and volunteer leave.
- Professional development opportunities.
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