Portfolio Analyst
帕特里克·麦格沃恩基金会 (PJMF) 是一个致力于推进人工智能和数据科学解决方案,为所有人创造繁荣,公平和可持续的未来的慈善机构。PJMF 与公共和私营和社会机构合作,推动我们在数字健康,气候变化,广泛数字访问和社交领域的数据成熟等最紧迫挑战上的进展。投资组合分析师帮助确保慈善资源被有效地分配,并产生影响。他们进行研究和分析以确定和评估潜在的赠款合作伙伴,通过桌面研究,采访和财务审查进行尽职调查,并准备支持最终补助决策的材料。分析师还监测数据和人工智能中流行的趋势,以获得良好的生态系统,从现有赠款中汲取见解,并为未来投资提供信息的学习做出贡献。这一职位向战略资本主任报告,并提供了一个机会来塑造 PJMF 如何部署资本以加速全球负责任和公平的技术解决方案。如何影响:·战略发展 ·开发和维护对 PJMF 的授予专注领域以及数据和人工智能解决方案在其中的作用的工作理解。·完整的现场传感和景观分析,帮助 PJMf 跟上 AI 和数据科学领域的新进展,机会和变化,以及它们如何应用于推动社会利益。·制作组合策略回顾,汇总来自资助活动的结果,教训和方向见解以告知未来优先事项。· 支持制定,验证和完善战略假设和学习问题,以指导 PJMF 的慈善投资并深化该领域的理解。· 提供补助组合开发。·开展研究和宣传活动,并在早期阶段进行对话,以确定与 PJM F 的战略相一致的工作和民间社会组织,并且可能适合获得补贴资金。·准备明确,基于证据的建议材料来支持融资决策。· 在各个项目中识别合作机会和共享学术授予者,组合以及邻近领域。
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The Patrick J. McGovern Foundation (PJMF) is a philanthropic organization dedicated to advancing artificial intelligence and data science solutions to create a thriving, equitable, and sustainable future for all. PJMF works in partnership with public, private, and social institutions to drive progress on our most pressing challenges, including digital health, climate change, broad digital access, and data maturity in the social sector.
ABOUT THE ROLE:
Strategic Capital is the Patrick J. McGovern Foundation’s grantmaking function. We fund nonprofits and civil society organizations using data science and AI to advance social good.
Portfolio Analysts help ensure that philanthropic resources are allocated effectively and with impact. They conduct research and analysis to identify and evaluate high-potential grant partners, perform due diligence through desk research, interviews, and financial reviews, and prepare materials to support final grant decisions. Analysts also monitor trends across the data and AI for good ecosystem, distill insights from existing grants, and contribute to learning that informs future investments.
This position reports to the Director of Strategic Capital and offers an opportunity to shape how PJMF deploys capital to accelerate responsible and equitable technology solutions worldwide.
HOW YOU’LL MAKE AN IMPACT:
- Strategy Development
- Develop and maintain a working understanding of PJMF’s grantmaking focus areas and the role of data and AI solutions within them.
- Complete field sensing and landscape analyses that help PJMF stay abreast of new developments, opportunities, and shifts in the fields of AI and data science, and how they can be applied to drive social good.
- Produce portfolio strategy retrospectives that synthesize outcomes, lessons, and directional insights from grant activity to inform future priorities.
- Support the generation, validation, and refinement of strategic hypotheses and learning questions that guide PJMF’s philanthropic investments and deepen understanding of the field.
- Grant Portfolio Development
- Conduct research and outreach, and lead early-stage conversations, to identify nonprofit and civil society organizations whose work aligns with PJMF’s strategy and may be a fit for grant funding.
- Prepare clear, evidence-based recommendation materials to support funding decisions.
- Identify opportunities for collaboration and shared learning across grantees, portfolios, and adjacent fields to enhance collective impact.
- Team Collaboration
- Provide flexible, project-based support as we build systems and team practices that enable effective, efficient, and high-impact grantmaking.
- Summarize learnings from grant reports and external sources into insights that contribute to the Foundation’s broader work in convening and thought leadership.
WHO YOU ARE:
- Experience. 3+ years of relevant work experience in a role requiring rapid learning and sound judgment, such as consulting, business analysis, strategy, or investing. Comfort with data and AI topics is a plus, but curiosity and the ability to get up to speed quickly matter more than any specific sector background.
- Fast and Nimble Learner. Prepares thoroughly for conversations and brings enough fluency to ask sharp questions without needing to be a subject-matter expert.
- AI Fluency. Uses AI tools regularly to accelerate research, analysis, and synthesis, and brings sound judgment about when to trust, verify, or set aside their outputs. Understands the basics of how these systems work well enough to engage credibly with grantees building or deploying AI.
- Team-oriented Independence. Pair an ability and desire to work independently with a willingness to check in with leadership and/or teammates on a variable cadence depending on the specifics of a project and its context.
- Clear Synthesis and Communication. Critically assess how an opportunity aligns with organizational strategy and turns that analysis into a clear, well-reasoned recommendation that identifies open questions and areas for further learning. Communicate outputs from research, analysis, and other activities in a clear, concise, and structured manner.
- Relationship Management. Be a thoughtful, responsible representative of the Foundation and remain mindful of power dynamics when interacting with external stakeholders. Proactively identify potential issues or roadblocks in external relationships and follow team norms when addressing them.
- Curiosity. Naturally curious and energized by learning new things, with a habit of following that curiosity wherever it leads.
- Commitment to Equity. Consistently seek to include the perspectives of underrepresented voices when assessing a potential course of action.
WHAT WE OFFER:
We offer a comprehensive benefits package with a whole person support approach including:
- Health Insurance: Employer-paid medical, dental, and vision insurance for employees, spouses/domestic partners, and dependents. HSA/FSA plans, life insurance, and short- and long-term disability coverage
- Long-term Rewards: 401(k) retirement plan with generous matching up to 6% of annual pay, plus an additional discretionary match at the end of the year
- Time Off: Flexible PTO Policy, 11 paid holidays, paid sick leave, and paid holiday breaks
- Remote Work Environment: Ability to work 100% remotely, but not alone - with mature, socially minded professionals who care about each other as much as the work, and we connect in person at least once a year to collaborate and create together
- Wellness Support: Access to Ginger+, Active and Fit Gym membership discount, and SmartSpend Plus, along with financial well-being providers
- Parental Leave: Up to 6 months of gender-neutral paid leave for parents and caregivers when they have a new addition to their families
- Learning & Development: Company reimbursement policy, allowing employees to explore development opportunities such as peer learning, internal trainings, and external activities or conferences; savings on student loans (available via insurance provider)
- Philanthropic Matching Gift Program: Opportunity for team members to support vulnerable communities, reflecting PJMF’s commitment to social impact
The starting salary range for this position is $100,000 - $115,000 annually. The actual offer may vary depending on factors including the candidate’s relevant experience, education, certifications, skills, and geographic location.
The Patrick J. McGovern Foundation is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status, or any other characteristic protected under applicable federal, state, or local law.
PJMF participates in E-Verify to confirm the employment eligibility of all new hires. To learn more about E-Verify, including your rights and responsibilities, please visit .
For more information, please visit our website at .
Originally posted on Himalayas