Vice President of Portfolio Analytics

About Builders VisionBuilders Vision is an impact platform that aims to shift markets and minds for good in pursuit of our vision for a humane and healthy planet. We work to help address some of the most difficult environmental and sustainability challenges across three focus areas: oceans, food & agriculture, and energy.Builders Vision has deployed more than $3 billion across our focus areas and worked alongside nearly 450 partners to drive societal and environmental change. To date, we have helped mitigate, sequester, or avoid over 4 million metric tons of CO2e, generated more than 42,000 jobs, and supported the development of more than 170 sustainable products, technologies, or solutions. While we are seeing progress, we know that we can't do this alone. The truth is these are trillion-dollar sectors that need multiple markets to scale and multiply significantly if we are to ensure a sustainable and secure future.Our Builders Vision team includes more than 100 impassioned individuals who activate our platform using three primary approaches to influence stakeholders and drive impact across our focus areas:Deploying CapitalWe use a versatile set of tools, including grants, direct investments, and fund investments to support non-profit leaders, entrepreneurs, and fund managers. Given Builders Vision's range of capital tools and investment vehicles, we can operate across the capital spectrum, deploying capital to catalyze additional investments in our target sectors.Supporting PartnersWe are committed to helping our partners by providing critical resources, including technical assistance, networking, learning opportunities, support with impact measurement and management (IMM), and strategic advice to enhance their success and outcomes.Advocating for ChangeWe leverage communications and engage with influential audiences to accelerate the solutions we pursue. This includes strategic communications, thought leadership, hosting and attending convenings, and participating in industry-wide initiatives and coalitions.In 2023, Builders Vision was named one of Fast Company's Most Innovative Companies and voted one of Chicago's Best Places to Work by Crain's Chicago Business. We are headquartered in Chicago's West Loop, where our offices have achieved Gold-level certifications from both the Leadership in Energy and Environmental Design (LEED) and the International WELL Building Institute. Our commitment to people and the planet extends to our workplace, with social events and offsite retreats to foster connection and alignment with our mission.Our Commitment to Justice, Equity, Diversity, and Inclusion (JEDI)Justice, Equity, Diversity, and Inclusion (JEDI) are at the core of our mission. We actively seek to recruit, develop, and retain the most talented people from diverse backgrounds and create an inclusive culture centered on equitable practices and policies. We are an equal opportunity employer, welcoming people from all experiences, abilities, and perspectives to apply.Position SummaryBuilders Vision is seeking a Vice President of Portfolio Analytics to support the Builders Bridge investment team, our market making impact investment vehicle. This middle-office role is designed for individuals with experience in investment operations who are passionate about creating a positive impact for a humane and healthy planet.Reporting to the Co-Heads of Builders Bridge, the Vice President of Portfolio Analytics will work closely with each of Builders Bridge's three sub theme teams (Oceans, Food & Agriculture, and Energy Transition). This role is critical in ensuring seamless operations, efficient onboarding of new investments, robust portfolio management & reporting, and generating portfolio insights and trends that enable our investment professionals to focus on maximizing impact at scale through capital deployment and management of our 100+ investment portfolio. Ideal Candidates:7-10 years of experience in investment operations, middle-office functions, or related financial services fieldsDemonstrated interest in ESG, impact investing, or climate solutionsExcellent project management and organizational skills, with a strong attention to detailProficiency with CRM/database tools, financial reporting, and core business software such as Microsoft Excel and PowerPointStrong communication skills, both verbal and writtenBachelor's degree in finance, business, or a related field; advanced degrees or professional certifications (CFA, CAIA) preferredPrimary ResponsibilitiesThis position description is not exhaustive and may evolve over time.New Investment OnboardingManage end-to-end deal closing processes, including tracking closing tickets, managing documentation flow, and ensuring adherence to internal closing procedures. Coordinate Investment Committee (IC) meetings, approvals, circulate IC minutes for signing, and oversee closing kickoff processes.Track the status of legal reviews and negotiations, working closely with internal and external legal teams to ensure timely updates and smooth progress.Portfolio ReportingUpdate and maintain monthly portfolio reporting dashboards in collaboration with each subtheme team to provide up-to-date financial and operational data.Coordinate valuation updates with subtheme teams, ensuring consistent, accurate insights for senior management.Compile semi-annual financial reporting across Builders Bridge portfolios to provide comprehensive performance assessments.Impact Measurement and Management (IMM) SupportCollaborate with Builders Vision's IMM team to gather and assess impact data from portfolio partners, integrating this data into Builders Bridge's impact strategy.Support the development of IMM frameworks aligned with Builders Bridge's impact goals, assisting with ongoing impact reporting to stakeholders.Personal Attributes that Support Your SuccessYou are a collaborative team player who respects and values others' contributions.You have strong project management skills and a results-oriented approach.You are highly organized and can manage several competing priorities.You exhibit sound judgment, integrity, and a commitment to excellence.You communicate complex information effectively and are detail-oriented.You are a dedicated learner, constantly seeking opportunities to enhance your skills and understanding.Builders Vision is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage applicants from all backgrounds to apply.

Created: 2025-03-03