- Portfolio Management
- Maintain regular correspondence with an active portfolio of up to 30 companies to track growth and progress towards program goals
- Support an ever-growing community of startup alumni, ensuring continued access to basic program resources and community
- Coordinate mentorship, facilitated workshops, and investor introductions to ensure the delivery of a high-quality curriculum and high-value program
- Support the development and maintenance of our portfolio management process including tool selection, CRM optimization, and standardization of operating procedure
- Portfolio Selection
- Support the design, implementation and evolution of recruitment and selection strategies that align with Uptake's mission
- Connect with the wider entrepreneurial ecosystem to identify and recruit the most impactful and relevant climate ventures
- Keep up to date with industry trends and emerging technologies in at least one of our core sectors of energy, buildings, or transportation
- Cross-functional Support
- Serve as the public face of Uptake Alliance for all programming involving startup participants, including virtual and in-person events and ongoing general communication
- Deliver high-quality reports to our multiple stakeholders to provide progress updates on our program development
- Coordinate with our Marketing and Events team to put together high quality events for our portfolio of startups and partners
- Bachelor's degree in relevant or related field
- Proven experience with 2+ years experience in program management or stakeholder engagement, ideally with a startup support organization
- Interest and experience in one or more of the following sectors: energy, buildings, transportation, or industry
- Excellent interpersonal and communication abilities to foster relationships with diverse stakeholders
- Prior experience with CRM tools such as Salesforce, Hubspot, etc
- Team player who enjoys working with and managing stakeholders toward common goals
- Demonstrated passion for affecting innovative, sustainable, and equitable solutions in the climate space
- Ability to travel up to 25% of the time
- Preferably prior experience in an entrepreneurial environment, including a startup, venture capital, accelerator/incubator, or grantmaking organization
- Salary range: $70,000-90,000 base
- Performance bonus
- Other benefits:
- Management carve-out (similar to equity)
- 401(k)
- Medical, dental, and vision benefits
- Life insurance
- Hybrid/remote work environment
- Unlimited vacation policy
- Telecommuter allowances
-
Portfolio Manager
1 week ago
East West Bank New York, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
-
Portfolio Manager
1 week ago
Piermont Bank New York, United States**About Us**: · **The Role**: · The Portfolio Manager is responsible for monitoring and assessing the credit risk of the banks commercial loan portfolio. This individual will focus on detailed financial statement analysis, industry assessment, collateral valuation, and cash flow ...
-
Portfolio Optimization Manager
1 week ago
Amex New York, United States**You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...
-
Deputy Portfolio Manager
1 week ago
NYC Careers New York, United States**DEPUTY PORTFOLIO MANAGER**: · - Apply**DEPUTY PORTFOLIO MANAGER**: · - Agency: DEPT OF ENVIRONMENT PROTECTION · - Posted on: 05/11/2024- Job type: Full-time · Location · OUTSIDE NYC · - Title Classification: Exam may be required · Department · UPSTATE CAPITAL CONSTR. - IFA · - ...
-
Md Portfolio Manager
1 day ago
Webster Bank New York, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
Deposit Portfolio Manager
1 week ago
IDB New York, United States**Company Description** · For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most t ...
-
Uma Portfolio Manager
1 week ago
Morgan Stanley New York, United StatesUMA Portfolio Manager · Job Number: · 3251900 · POSTING DATE: May 7, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DES ...
-
Grant Portfolio Manager
1 week ago
Weill Cornell Medicine New York, United States**Title**:Grant Portfolio Manager**: · Title: Grant Portfolio Manager · Location: Midtown · Org Unit: RBM Administration · Work Days: Monday-Friday · Exemption Status: Exempt · Salary Range: $97, $114,700.00 · - As required under NYC Human Rights Law Int Salary range for this rol ...
-
Corporate Banking Portfolio Management
6 days ago
Sumitomo Mitsui Banking Corporation New York, United StatesSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...
-
Portfolio Management Sector Analyst
4 days ago
Barclays New York, United States**Portfolio Management Sector Analyst** · **New York** · As a Barclays Portfolio Manager Sector Analyst, you will join the Portfolio Management Team within the Corporate and Investment Bank Lending business. This team manages the bank's corporate loan exposures across all asset c ...
-
The Carlyle Group New York, United States**Basic information**: · - Job Name: · - Associate, Private Credit Portfolio Management- Location: · - New York/OVA- Line of Business: · - Global Credit- Job Function: · - Investment Professionals- Date: · - Friday, May 10, 2024**Position Summary**: · - Carlyle Private Credit see ...
-
Int'l Tech Commercial Portfolio Manager
5 days ago
Valley National Bank New York, United StatesResponsibilities include but are not limited to: · - Maintain and service assigned portfolios and coordinate the cross sell of other bank products. · - Maintain close customer contact to ensure continued satisfaction and to follow or anticipate additional financing needs. · - Mon ...
-
Portfolio Manager
1 week ago
FirstService Residential Forest Hill, United States**Job Overview**: · As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of t ...
-
U.S. Bank National Association New York, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
MUFG Bank, Ltd. New York, United States**Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organizati ...
-
Masterworks New York, United States**Company Overview**: · Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class ...
-
Portfolio Manager
1 week ago
EquiTrust Life Insurance Company New York, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
-
Portfolio Manager
6 days ago
Algo Capital Group New York, United StatesPortfolio Manager - Global Macro · A renowned hedge fund in the systematic trading/ quant finance space are looking to hire a quant PM in the Global Macro space with a live track record and strong quantitative background. · My client is offering a strong upside opportunity with a ...
-
Portfolio Manager
1 week ago
Selby Jennings New York, United States Full timeA leading proprietary trading firm specializing in cryptocurrency markets is looking to onboard an experienced Portfolio Manager with a proven track record of success. The ideal candidate will have a minimum of a 2 year track record of live market making trading stratgies. As a P ...
-
Portfolio Manager
1 week ago
VentureSearch New York, United StatesLeading Hedge Fund (Assets Under Management: $5 Billion) · Our client is a dynamic and rapidly growing Hedge Fund based in NYC, managing a diverse portfolio of assets totalling $5 billion. Their team is comprised of top-tier professionals with a passion for innovation and a commi ...
Portfolio Manager - New York, United States - ADL Ventures
Description
Background for this RoleUptake Alliance is an intersectional community of corporates, startups, policymakers, investors, and academics built to create the market conditions for frontier climate ventures to thrive. Launched in September 2023 and supported by NYSERDA, Uptake's mission is to ensure the adoption of market-ready climate technologies. While that does set an audacious bar, we believe that by bringing together startups with interesting solutions and corporates with vexing technical challenges, we can design win-win situations and create a regenerative impact on our climate future. Uptake is seeking a Portfolio Manager who can lead the day-to-day operations of our startup portfolio engagement and support the recruitment, due diligence, and selection of the most impactful and relevant climate ventures.
The ideal candidate gets fired up about new and interesting climate solutions and believes in the power of entrepreneurship to change the world. At the same time, Uptake's work is grounded in the necessity - and complexity - of corporate adoption of new technologies to drive industry transformation. The ideal candidate also has experience and/or is interested in learning more about one or more of our core focus areas including energy (utilities, distributed energy), buildings (building materials, advanced construction, prefab/offsite), transportation (EVs, public transit), and other industrials (manufacturing, processing, etc.).
As Portfolio Manager, you will be responsible for overseeing the day-to-day management and support of Uptake's climate tech startup portfolio, ensuring the startups receive the necessary resources, guidance, and mentorship to thrive. You will also be expected to support the recruitment, due diligence, and selection of additional members to the Uptake portfolio. Finally, you will quarterback many of the cross-community introductions and collaboration opportunities between startups, corporate partners, investors, and other ecosystem stakeholders.
Responsibilities
We have a heavy preference for candidates based in New York, but will consider remote candidates in MA, NY.
Requirements