Grants and Mission Investments Portfolio Manager (REMOTE OPPORTUNITY)

Company: Regions Bank
Location: Honolulu
Posted on: January 24, 2023

Job Description:

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.**Job Description:**At Regions, the Community Affairs Charitable/Philanthropic Program Administrator oversees one or more enterprise-wide philanthropic programs that enhance our community impact and relationships across our footprint.**Primary Responsibilities**+ Serves as a community liaison and represents the organization with community organizations, customers, and community leaders+ Creates and disseminates communications about philanthropic activities to associates and other stakeholders+ Creates monthly, quarterly, annual, and ad-hoc corporate reports+ Prepares documentation required for audits+ Researches trends to provide recommendations to Community Affairs executives for programs that positively impact the community in three strategic priorities: economic and community development, education and workforce readiness, and financial wellness+ Engages Community Affairs team with learnings and insights from philanthropic activities+ Ensures that process metrics are within guidelines by testing processes periodically+ Accountable for the risk evaluation and associated compliance for impact investments+ Manages all quarterly reports and produces board and committee meeting packages+ Prepares a full diligence package for impact investments including both quantitative and qualitative factors such as charitable purpose, financial viability, valuation, and organizational assessment+ Works autonomously and acts as a resource to associates with less experienceThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.**Requirements**+ High School Diploma/GED and nine (9) years of community development or related experience+ Or a Bachelor's degree and five (5) years of community development or related experience**Preferences**+ Bachelor's degree in Business, Finance, Non-Profit Management, Philanthropic Studies, or related degree+ Subject-matter expert level of understanding related to accounting and finance, financial statements, and cash flow analysis**Skills and Competencies**+ Advanced analytical/ problem solving capabilities+ Advanced presentation skills+ Excellent organizational and time management skills+ Executive presence and ability to communicate with various levels of management+ Familiarity with the Community Reinvestment Act and its reporting regulations+ Microsoft Word, Excel, and PowerPoint proficiency+ Professional persuasive and interpersonal skillsResponsible for managing foundation grants and mission-related loans and investments to deliver better results. The Portfolio Manager will build a framework for analyzing the impact of the foundation's grants and community investments portfolio. The analysis generates insights to inform philanthropic strategy, and to increase our thought leadership in our philanthropic focus areas, both internally and externally.+ Manages Foundation Grants Portfolio:+ Manages grants portfolio reporting and performance, both at the individual level and as a whole+ Works with foundation and non-profit teams to develop and implement portfolio objectives and goals+ Creates strategic analysis framework for each strategic philanthropic priority (e.g., workforce development, small business development, housing, etc.)+ Meets with each grantee to create an impact report template that is informative and mutually beneficial+ Effectively implements portfolio management strategies and produces reports, analysis and insights that inform grant making+ Manages report collection and analyses, addresses, and responds to issues in a timely fashion and involves Foundation Operations Manager and Executive Director as needed, to balance relationship with grant reporting requirements+ Identifies and disseminates benchmarks, and develops specific thought leadership in our philanthropic priorities+ Presents learnings and results to Audit and Finance Committee, Contributions Committee or Foundation Board, as appropriate+ Manages Foundation Impact Investment Portfolio:+ Manages foundation impact investments reporting and performance+ Works with foundation treasurer to ensure compliance to tax and accounting requirements+ Performs due-diligence and documents decisions for impact investment opportunities+ Supports the success of portfolio loans and investments and assists in the ongoing learning, evaluation, and management of individual transactions and overall portfolio+ Implements and communicates investment related changes based on Investment Portfolio Statement and grant making strategies+ Presents learnings and results to Audit and Finance Committee, Contributions Committee or Foundation Board, as appropriate+ Creates Data Base for Grant Results+ Develops data process, documentation, customizes IT systems, data base and user interfaces for grant results+ Implements data process to facilitate and amplify learnings and enhance portfolio management ongoing success**Position Type**Full time**Benefits Information**Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.+ Paid Vacation/Sick Time+ 401K with Company Match+ Medical, Dental and Vision Benefits+ Disability Benefits+ Health Savings Account+ Flexible Spending Account+ Life Insurance+ Parental Leave+ Employee Assistance Program+ Associate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.https://www.regions.com/welcometour/benefits.rf**Location Details**Regions Center - Birmingham**Location:**Birmingham, AlabamaBring Your Whole Self to WorkWe have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans**About Regions**At Regions, our culture focuses on five core values that are a commitment to how we will do business:+ Put people first+ Do what is right+ Focus on your customer+ Reach higher+ Enjoy lifeThrough these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

Keywords: Regions Bank, Honolulu , Grants and Mission Investments Portfolio Manager (REMOTE OPPORTUNITY), Executive , Honolulu, Hawaii