Portfolio Analyst

Overview

This role supports grantmaking and portfolio strategy within the organization’s Strategic Capital function. Strategic Capital funds nonprofits and civil society organizations using data science and AI to advance social good.

The Portfolio Analyst helps ensure philanthropic resources are allocated effectively and with impact by conducting research and analysis, supporting due diligence, and preparing materials to inform final grant decisions. The role also monitors ecosystem trends and distills insights from existing grants to inform learning that guides future investments.

Responsibilities

Strategy Development

• Develop and maintain a working understanding of the organization’s grantmaking focus areas and the role of data and AI solutions within them.
• Complete field-sensing and landscape analyses to identify new developments, opportunities, and shifts in AI and data science, and assess how they can drive social good.
• Produce portfolio strategy retrospectives that synthesize outcomes, lessons, and directional insights from grant activity to inform future priorities.
• Support the generation, validation, and refinement of strategic hypotheses and learning questions that guide philanthropic investments and deepen understanding of the field.

Grant Portfolio Development

• Conduct research and outreach, and lead early-stage conversations, to identify nonprofit and civil society organizations aligned with the organization’s strategy and potentially eligible for grant funding.
• Prepare clear, evidence-based recommendation materials to support funding decisions.
• Identify opportunities for collaboration and shared learning across grantees, portfolios, and adjacent fields to enhance collective impact.

Team Collaboration

• Provide flexible, project-based support as systems and team practices are developed to enable effective, efficient, and high-impact grantmaking.
• Summarize learnings from grant reports and external sources into insights that contribute to the organization’s broader work in convening and thought leadership.

Requirements

• 3+ years of relevant work experience in a role requiring rapid learning and sound judgment, such as consulting, business analysis, strategy, or investing.
• Comfort with data and AI topics is a plus; curiosity and the ability to get up to speed quickly are prioritized over a specific sector background.
• Prepares thoroughly for conversations and can ask sharp questions without needing to be a subject-matter expert.
• Uses AI tools regularly to accelerate research, analysis, and synthesis, with sound judgment about when to trust, verify, or disregard outputs.
• Understands the basics of how AI systems work well enough to engage credibly with grantees building or deploying AI.
• Ability to work independently while checking in with leadership and/or teammates on a variable cadence depending on project needs and context.
• Strong ability to critically assess alignment with organizational strategy and translate analysis into clear, well-reasoned recommendations, including open questions and areas for further learning.
• Clear, concise, structured communication of research, analysis, and other outputs.
• Thoughtful and responsible external stakeholder engagement, with attention to power dynamics and team norms.
• Naturally curious and energized by learning new things.
• Commitment to equity, including consistently seeking to include perspectives of underrepresented voices when assessing potential courses of action.

Preferred Qualifications

• Comfort with data and AI topics.

Compensation & Benefits

Salary

• Starting salary range: $100,000 - $115,000 annually.
• The actual offer may vary based on relevant experience, education, certifications, skills, and geographic location.

Benefits

• Health Insurance: Employer-paid medical, dental, and vision insurance for employees, spouses/domestic partners, and dependents; HSA/FSA plans; life insurance; short- and long-term disability coverage.
• Retirement: 401(k) retirement plan with generous matching up to 6% of annual pay, plus an additional discretionary match at the end of the year.
• Time Off: Flexible PTO policy, 11 paid holidays, paid sick leave, and paid holiday breaks.
• Remote Work Environment: Ability to work 100% remotely.
• Wellness Support: Access to Ginger+, Active and Fit Gym membership discount, and SmartSpend Plus, along with financial well-being providers.
• Parental Leave: Up to 6 months of gender-neutral paid leave for parents and caregivers when they have a new addition to their families.
• Learning & Development: Company reimbursement policy for development opportunities (peer learning, internal trainings, and external activities or conferences); savings on student loans (available via insurance provider).
• Philanthropic Matching Gift Program: Opportunity to support vulnerable communities.

Location

• Remote (US)

Equal Opportunity

The organization is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status, or any other characteristic protected under applicable federal, state, or local law.

The organization participates in E-Verify to confirm employment eligibility of all new hires.