The Portfolio Manager will lead the investment strategy for a portfolio of high impact social enterprises in Poland. The Portfolio Manager will oversee the due diligence of enterprises, analyzing their financial sustainability and impact potential and proposing investment recommendations for review by the NESsT investment committee. The position will also be responsible for communications related activities to enable the constant visibility of the Portfolio and its related activities.
This position will also be responsible for supporting investees, including assisting with validating business models and identifying local co-investors to tailor patient capital investments that can help the investees scale their businesses for greater impact. Additionally, the Portfolio Manager will identify and work with local mentors to provide investees with effective advisory and mentoring support.
The position will report to the CEE Regional Director, and will also work closely with local and international team members to provide advisory services and financing to NESsT's portfolio of enterprises across the Poland.
This is a full-time position based in Warsaw, Poland from a home office-based office.
Key Duties & Responsibilities
Conducting due diligence, financial modeling and investments for social enterprises in the NESsT portfolio in Poland. Lead the selection process of the Polish portfolio.
Developing the pipeline of Polish investments together with the local teams and Co-CEOs.
Provide training and one-on-one consulting on organizational sustainability and social enterprise development to nonprofit organizations, social businesses, donors, and international organizations.
Manage and organize events related to the portfolio development program including retreats, site visits (for NESsT and/or donors/partners/investors), exchange visits, webinars, mentoring and coaching sessions and conferences.
Providing on-going management, monitoring, evaluation, impact measurement and reporting on new and existing investments, with an eye towards recommending opportunities for continuous improvement.
Overview and coordinate financial and legal operations: contract development, grant disbursement, follow-up and variance measurement of activities and expenses made by enterprises supported by NESsT. Also updating internal system related to knowledge management and data management.
Collaborating with regional portfolio team to provide advice and connect investees with essential support and training to validate, grow and scale their businesses.
Helping to maintain and deepen relationships with key external mentors and advisors who provide specialized support to investees (i.e. coaches, mentors, lawyers, etc.)
Contributing to the development and implementing a customized investment portfolio policy and strategy (standards, controls and compliance procedures) resulting in improved investment returns.
Communications’ effort of NESsT in Poland
Actively contribute to NESsT´s efforts as a strong thought leader in the social enterprise sector and NESsT´s external communications strategy. Activities include producing press releases and articles to communicate impact to the wider audience, media monitoring, maintaining regular communication through Facebook, newsletters and the NESsT website (as required in current projects and as needed)
Assist in the production of NESsT publications, including writing/editing and translation.
Respond to general inquiries about NESsT, provide communications/media outreach support in Poland. Represent NESsT to external audiences (meetings, conferences, etc.) in relation with the program and identify, research, contact and develop relationships with potential government, corporate, venture capital and other investor/donor resources to promote financial support of NESsT.
A bachelor's degree and 3-5 years of progressively responsible experience in strategy and consulting, finance, investment banking, private equity, impact investing or venture capital.
Strong analytical skills, financial modeling experience and the ability to approach tasks in a highly organized, logical and diligent manner.
Demonstrated experience in and commitment to social impact. This can include volunteer positions. Experience with social enterprises is a plus.
Experience operating in emerging markets, especially CEE.
Excellent verbal and written skills in English and native Polish to be an effective communicator among diverse internal and external audiences.
Ability to effectively work under pressure, manage multiple tasks simultaneously and produce high-quality work within tight time constraints.
Ability to be flexible, resourceful and innovative in a small, dynamic, nonprofit environment.
Familiarity and comfort with Microsoft Office and Google Apps.
Warsaw, Poland – working from home office.
9 a.m. – 6 p.m. with one hour lunch break (due to the fact that NESsT is an international organization, online meetings, trainings, and conferences might occur outside of these hours).
This position requires intensive travel (i.e. visits to NESsT portfolio members, representing NESsT at various events).
October 1st, 2018
Please apply for this position by uploading the following materials in English via our online application: https://nesstforms.formstack.com/forms/poland_portfoliomgr
Thoughtful cover letter explaining why you're the right fit for this role and your available start date
Statement on salary requirements.
Application process is open until position is filled. Only short-listed applicants will be contacted. No phone calls, please.
NESsT is proud to be an equal opportunity employer committed to identifying and developing the skills and leadership of people from diverse backgrounds.