Portfolio Manager
Current• Manage a $100M investment portfolio across public and private asset classes, driving capital deployment and overseeing risk management strategies.• Lead due diligence for new investment opportunities, deploying $17M across 11 new managers, ensuring alignment with the foundation’s objectives.• Led cash flow management initiatives, optimizing liquidity allocation strategies and increasing portfolio returns by 1% annually.• Build and maintain relationships with 20+ partners, managing a diversified portfolio of 60 assets, while ensuring adequate liquidity for operations and grant-making needs.• Present detailed portfolio performance reviews to the investment committee and board, providing actionable recommendations based on macroeconomic trends and risk assessments.