Portfolio Operations Specialist NatureVest (Flexible ...

WE'RE LOOKING FOR YOU The Portfolio Operations Specialist's role is to manage the TNC internal governance approval process for all impact investment projects as well as support the NatureVest Portfolio Program Manager with the operational, financial and conservation reporting of the consolidated impact investment portfolio, legal corporate governance requirements for NatureVest-managed TNC related entities and financial and conservation reporting to third-party investors for TNC-managed impact investment projects. RESPONSIBILITIES & SCOPE Portfolio Operations: Support impact investment projects through TNC's internal approvals by managing the Impact Investment Deal Review Committee and coordinating additional TNC committee approvals Manage templates and approval timelines, review all impact investment approval documents for completeness and adherence to TNC requirements, coordinate timely filings, serve as an internal resource on the TNC approvals process and communicate with senior staff on project approval status Support the NatureVest Portfolio Program Manager in the establishment and management of NatureVest-managed related entities (TNC subsidiaries) associated with impact investments undertaken by TNC through its NatureVest unit Serve as corporate secretary for NatureVest-managed related entities, including preparing and maintaining Board and Shareholder meeting minutes and resolutions and certifying materials on behalf of such entities Manage NatureVest-managed related entity legal governance ensuring entities maintain good standing with state registrations and coordinating with TNC's legal corporate services group to ensure franchise tax and annual reports are properly filed Work closely with TNC's legal, finance and tax teams in supporting management of the NatureVest-managed related entities Assist the NatureVest Portfolio Program Manager with annual NatureVest-managed related entity budgets and analysis and ongoing third-party investor reporting and distributions Asset Management & Reporting Support the NatureVest Portfolio Program Manager with monitoring and reporting on conservation, financial and risk outcomes for NatureVest impact investment projects Assist in producing presentation materials for TNC leadership in describing trends and recommendations as needed Support the NatureVest Impact Management Team in developing consolidated conservation measurement documentation and coordinate tracking of conservation outcomes for NatureVest impact investment projects in the central conservation HUB with project teams Project Management: Routinely create, review, and refine documentation regarding governance, reporting and operational workflows Build relationships internally to ensure project operational outcomes are being met Demonstrate sensitivity in handling confidential information Act independently on assigned tasks and exercise independent judgement based on analysis and experience May participate in cross-business unit / matrixed teams as directed by senior staff Ensure compliance with TNC policies and procedures and external (donor / legal / IRS) requirements WHAT YOU'LL BRING Bachelor's degree and 3 years related experience or equivalent combination. Experience generating reports and analyzing and interpreting data. Experience managing and implementing multiple projects. Experience with business process analysis and/or improvement. Experience with current technology in relevant field. Experience working with cross-functional teams from diverse cultural backgrounds. Strong organizational skills, accuracy, attention to detail and ability to manage multiple complex tasks.

Created: 2024-11-12