Investments Officer

ABOUT SILICON VALLEY COMMUNITY FOUNDATION

Silicon Valley Community Foundation is a regional catalyst, connector and collaborator. We bring together the resources and skills of donors, business, government and community to solve some of our region’s toughest challenges. We promote philanthropy in our region and support philanthropists to invest with impact. Through advocacy, research, policy and grantmaking, we seek systemic solutions to drive enduring community change. Learn more at siliconvalleycf.org

ABOUT THE OPPORTUNITY

This is a full-time, exempt position based in Mountain View, California.

SVCF’s work environment is based on a holistic wellness approach and therefore, has embraced a hybrid remote/office work environment. All SVCF team members must be based and hold residency in California and must be able to regularly attend team and staff meetings, trainings and other gatherings in Mountain View when required.  This position is required to be in the office twice a week.

All SVCF employees are required to provide proof of full COVID-19 vaccination.  New employees will be required to provide proof of full vaccination prior to onboarding.  New employees can be considered for a medical or religious accommodation by providing the appropriate accommodation documentation.  Documentation is provided upon request to Human Resources. 

Submit a resume with cover letter explaining your interest in the position and what you would bring to Silicon Valley Community Foundation and its team. Be prepared to share a portfolio of previous work examples relevant to the essential job duties, upon request. Internal candidates should contact a member of the Human Resources department directly. 

JOB SUMMARY

The Investment Officer reports to the Director, Investments.  The Investment Officer is a member of a small and highly collaboratively team that stewards the foundation’s investments and investment relationships to ensure strong consistent performance, effective operations and clean audits. 

The Investment Officer works closely with donor and community facing teams to present and explain SVCF’s various investment programs, including the Investment Pools, Individually Managed Funds, donor recommended impact investments and Integrated Capital Strategy. Working at the intersection of social impact and investment, the Officer coordinates activity of the Integrated Capital Strategy, a place-based impact initiative aligning both grant and investment capital in support of the Foundation’s strategic initiatives, providing capital to local community organizations. In addition to ensuring the investment office is operating efficiently, the Officer participates in conducting or overseeing contractors to perform due diligence, monitoring and reporting on individual impact investments recommended from donor advised funds. Excellent written and verbal communication skills are essential. A strong knowledge of institutional investing, credit underwriting and community financing practices is highly desired. The successful candidate is analytical, results oriented, adept at juggling multiple priorities and enjoys new challenges and continuously advancing the quality of their work.

The Officer works closely with the EVP, Finance & Operations, General Counsel and Investments Associates to administer, monitor or support SVCF’s various investment programs and third-party relationships. The Officer collaborates with development and donor service teams to present SVCF’s investment programs to potential and existing clients, and develop appropriate investment solutions. The Officer also works cross-functionally and closely with community and donor facing teams, marketing and SVCF’s loan consultant to coordinate activities of the Loan Fund. The Officer communicates with potential and existing donors, nonprofits, loan fund borrowers, community partners, investment managers, service providers, and other outside groups. The Officer attends regular Investment and Loan Fund committee meetings and represents SVCF to outside groups as requested.

DUTIES AND RESPONSIBILITIES

  • Conduct and oversee contractors to conduct due diligence on strategic- program- and mission-related investments recommended by fund advisors. Advance policies, guidelines and practices to ensure best in class services and operational viability. Monitor and report upon these investments on a timely basis
  • Present SVCF’s investment pools, programs and services. Explain SVCF’s investment policies, strategy, portfolio composition, costs and performance. Prepare effective presentation materials. Evaluate donor or nonprofit fund activity in light of charitable goals and advise on appropriate investment solutions and pool allocations. Prepare annual reviews and custom fund analysis and communications. 
  • Periodically meet with existing investment managers in SVCF’s investment pools to review strategy, monitor performance, and explain how the strategy and manager’s skill complements the portfolio.
  • Work with the Integrated Capital Strategy team and external consultants (as needed) to identify funding opportunities in support of the Foundation’s areas of strategic impact. Identify prospective capital recipients, coordinate due diligence and/or underwriting, process investments, manage the portfolio and resolve operational issues. Ensure timely evaluation, credit quality, mission alignment and local/strategic impact.
  • Maintain knowledge of local, regional and national trends and conditions in place-based, community investing and community finance, including activities of potential co-funders such as CDFIs, foundations, family offices and bank community investment units.
  • Develop and maintain investment-related marketing collateral and donor/client communications. Leverage marketing and social media channels to inform internal and external stakeholders about investments.
  • Maintain valuation support for annual audit deliverables, including loan and impact investments information necessary to complete audit schedules, valuations and notes and tables for financial statements. Generate audit deliverables as requested.
  • Maintain knowledge of donor advised fund rules (PPA 2006), endowment and institutional fund investment practices (UPMIFA), and endowment spending and investment policy best practices. Establish self as knowledgeable resource for donors and nonprofits.
  • Other related duties as assigned.

QUALIFICATIONS AND SKILLSETS

  • Bachelor’s degree and four to seven years of experience or equivalent combination of education and experience; degree in finance, investments, business administration, real estate or urban planning preferred; advanced degree a plus; experience in investments, loan documents, due diligence and credit underwriting preferred.
  • Professional and personal alignment with Silicon Valley Community Foundation’s mission and values.
  • High degree of self-motivation, dedication, creativity, and perseverance.
  • Proficiency in analyzing financials of nonprofit and social enterprise organizations.
  • Excellent cross-functional project management and ability to work with diverse groups.
  • Exceptional verbal and written communication skills.
  • Highly proficient in Excel, Word and PowerPoint.
  • Strong knowledge of institutional investment practices and portfolio management principles.
  • Strong knowledge of accounting and financial reporting principles.
  • Highly organized and able to manage multiple priorities.
  • Strong analytical and qualitative skills.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; and talk or hear.  The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

The above statements are intended to describe the general nature and level of work performed by the incumbent in this position.  They are not intended to be an exhaustive list of all responsibilities, duties and skills.

EQUAL EMPLOYMENT OPPORTUNITY AND INCLUSION

Silicon Valley Community Foundation has a deep commitment to diversity, equity, inclusion and equal opportunity.  We are committed to building a team that is representative of our community.

SVCF is an equal opportunity employer.  Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, political affiliation, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.

SVCF is committed to the full inclusion of all qualified individuals.  As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations.  If reasonable accommodation is needed to participate in the job application or interview process and to perform essential job functions, of employment, please contact humanresources@siliconvalleycf.org.  Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format and/or using specialized equipment. 

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