Impact Investing Manager

Reports to Director of Philanthropy Operations

ORGANIZATIONAL OVERVIEW

The Jewish Community Federation and Endowment Fund (the Federation) supports a vision of diverse and dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel and around the word. A newly defined strategic direction positions the Federation to achieve this vision by mobilizing innovation, collaboration, and community investment with focus on three intersecting areas:

  • Recruiting and stewarding the next generation of Jewish philanthropists to generate more and better philanthropy, driven by Jewish values;
  • Collaborating with partners to build connection and belonging in order to dramatically increase the number of young people engaged in Jewish life; and
  • Leading or funding core components that foster the resilience and security of Jewish communities, both locally and globally.

The Federation seeks highly motivated individuals with a variety of skill sets who wants to join a team working to build a new model of 21st century and next-generation Federation engagement.

FEDERATION PHILANTHROPY PARTNERS (FPP) PROGRAM OVERVIEW

Federation Philanthropy Partners, a part of Federation, works with donors on their own personal philanthropy and aims to inform, educate, inspire, and challenge philanthropy driven by Jewish values. Through the generosity of more than 1,000 donors, this donor-advised philanthropy grants over $140 million a year, both locally and globally, to a variety of secular and Jewish causes. Federation Philanthropy Partners works with these donors, who all have unique situations and varying degrees of need for our guidance.

Our practice and our team will be growing in the coming years, and we are especially interested in candidates who inspire confidence, model positively for those around them, and have deep experience delivering client service. We are also especially interested in candidates who are forward-thinking, who have an entrepreneurial track record, are able to contribute to a growing business and who want to join a team working to build a new model of 21st century and next generation Jewish philanthropy.

POSITION SUMMARY 

The Impact Investing Manager will be responsible for the development and implementation of a strategy and roadmap to create a new set of donor investment offerings. Working under the guidance of the Director of Philanthropy Operations and in partnership with our Philanthropy Advisors, this position will focus on leveraging impact investing to increase assets in community, deepen engagement with existing donors, and attract new donors to our portfolio. Through this, we aim to move philanthropic capital off the sidelines, where it’s waiting to be granted out (sometimes for many years or even decades), and into investments that have both a social and financial return. We’re also looking to expand the practice of philanthropy beyond grantmaking to include the investment of donor-advised fund (DAF) assets in community (AIC). The expectation is that this investment capital will be returned, usually with interest, after a period of time so it can be used again for grantmaking or other investments. Circulating philanthropic capital in this way turns these funds into a renewable resource as they are “recycled” across the ecosystem, from serving particularistic Jewish purposes to meeting the universalistic needs of the broader community.

The FPP team is poised to break new ground in the impact investing space and is looking for a mission-oriented self-starter who will bring a donor-centric perspective to all phases of this work, from concept ideation and validation to implementation and ongoing monitoring. This work requires optimism, imagination and creative problem-solving to bring brand new offerings to life, as well as a level of comfort with ambiguity since much of this has not been done before. The role depends on the ability to work seamlessly and collaboratively across functional areas, with clear and transparent communication and a desire to achieve shared goals.

ESSENTIAL FUNCTIONS OF THE POSITION

STRATEGY & VISION

  • Support development of FPP’s donor-centric impact investing vision
  • Develop a set of hypotheses to be validated
  • Build out twelve-month and three-year implementation roadmap

MARKET RESEARCH

  • Assess current impact offerings across community foundations and federations
  • Research potential new impact offerings, including feasibility and viability for JCF
  • Design and conduct experiments to enable us to learn and validate our hypotheses along the way

DONOR PROFILE & SEGMENTATION

  • Analyze portfolio data to understand donor demographics, grantmaking activity, and interests
  • Seek best opportunities to match and align donor segments with new impact offerings

OPERATIONS

  • Maintain and evolve our impact investment roadmap to ensure progress based on learnings
  • Partner with Finance, IT, and Operations to develop operational policies, practices and processes that scale
  • Support the vetting and onboarding of new impact partners
  • Establish key metrics and forecasts for pilots and roll-outs

COMMUNICATIONS

  • Partner with Marketing to develop communications plans and key messages

EDUCATION OR TRAINING EQUIVALENT 

  • Bachelor’s degree or equivalent experience
  • Knowledge of and familiarity with the Jewish community, its customs, and practices preferred but not required

QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)

  • Demonstrated success in customer/client-centric role(s)
  • Experience in product design/management, user experience, and/or market research
  • Comfortable designing and conducting experiments to learn and iterate
  • Ability to operate at both macro (strategic) and micro (execution) levels, over both short- and longer term horizons, and seamlessly move between them
  • Experience identifying, establishing, building strong strategic partnerships (with external parties)
  • Comfortable finding and analyzing data from a variety of sources to inform decision-making
  • Strong team player who knows how to collaborate and reach consensus across a range of stakeholders, including finance, marketing, operations, donor advisory, etc.
  • Positive attitude that inspires confidence and action
  • Excellent verbal and written communication skills

TO APPLY

Please send a copy of your resume with a cover letter. All applications and inquiries will receive a response and will be kept strictly confidential.

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We are committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, religion, sex, orientation, ethnicity, national origin, disability, or veteran status. We welcome and encourage diversity in the workplace.

APPLY BY EMAIL
HR@sfjcf.org

APPLY BY MAIL
Human Resources 
Jewish Community Federation
121 Steuart Street
San Francisco, CA 94105