Position:
Vice President of Portfolio Analytics
Location:
Chicago, IL (Hybrid)
Website:
Job Category:
Application Deadline:
Wednesday, April 30, 2025
About the Role
Builders 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.
Key Responsibilities
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Manage end-to-end deal closing processes, including tracking closing tickets, managing documentation flow, and ensuring adherence to internal closing procedures.
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Coordinate Investment Committee (IC) meetings, approvals, circulate IC minutes for signing, and oversee closing kickoff processes.
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Track the status of legal reviews and negotiations, working closely with internal and external legal teams to ensure timely updates and smooth progress.
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Update and maintain monthly portfolio reporting dashboards in collaboration with each subtheme team to provide up-to-date financial and operational data.
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Coordinate valuation updates with subtheme teams, ensuring consistent, accurate insights for senior management.
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Compile semi-annual financial reporting across Builders Bridge portfolios to provide comprehensive performance assessments.
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Collaborate with Builders Vision’s IMM team to gather and assess impact data from portfolio partners, integrating this data into Builders Bridge’s impact strategy.
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Support the development of IMM frameworks aligned with Builders Bridge’s impact goals, assisting with ongoing impact reporting to stakeholders.
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You are a collaborative team player who respects and values others’ contributions.
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You have strong project management skills and a results-oriented approach.
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You are highly organized and can manage several competing priorities.
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You exhibit sound judgment, integrity, and a commitment to excellence.
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You communicate complex information effectively and are detail-oriented.
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You are a dedicated learner, constantly seeking opportunities to enhance your skills and understanding.
Qualifications
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7-10 years of experience in investment operations, middle-office functions, or related financial services fields
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Demonstrated interest in ESG, impact investing, or climate solutions
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Excellent project management and organizational skills, with a strong attention to detail
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Proficiency with CRM/database tools, financial reporting, and core business software such as Microsoft Excel and PowerPoint
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Strong communication skills, both verbal and written
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Bachelor’s degree in finance, business, or a related field; advanced degrees or professional certifications (CFA, CAIA) preferred
