Portfolio Manager

Position Summary:

Portfolio managers act as primary relationship manager for funding/financing applications and approved projects, which includes customer service and problem solving for external stakeholders, and coordination and collaboration with internal departments for efficient and effective response to customer needs, project success and mission aligned outcomes.

Major Responsibilities/Essential Functions:

• Provides timely, helpful and effective response to the express needs of potential applicants, applicants, grantees, the general public and internal staff.
• Performs analysis of applications for funding/financing, including organizational capacity, community development purpose, assessment of financial viability, impact of proposed project, relative scoring and conducts sites visits. Determines if projects are eligible for funding and/or problem solves on how alternate funding/financing might work.
• Prepares and presents written and oral analysis and recommendation for decision-making boards or committees.
• Collects, reviews, enters and/or transmits and provides preliminary approval of required grant documentation. Has ultimate responsibility for securing needed information and for the completeness and accuracy to ensure compliance with internal standards and external regulations.
• Manages contract for approved projects, which includes ensuring that required documents (sub-recipient agreements, loans documents, liens, Federal construction requirements, such as procurement, bid reviews and wage compliance, outcomes reporting, as examples) are collected and reviewed timely and meet standards.
• Reviews and approves requests for disbursements in accordance with rules, regulations and CDFA finance standards.
• Conducts and reports on required and periodic project monitoring. Manages contract amendments as needed.
• Provides timely and accurate information for management and board/committees as needed.
• Establishes strong working relationship with other members of the portfolio management team and other internal departments to ensure responsive, efficient and effective management of CDFA resources for benefit of grantees and stakeholders.
• Represents NH CDFA to external stakeholders in CDFA hosted workshops, community gatherings and other public events. Works with CDFA communications staff as needed to promote projects and activities.
• Maintains a strong and up-to-date professional knowledge of community development challenges, opportunities, instruments in general and as specifically relates to New Hampshire. Through interaction with grantees and other external stakeholders, identifies community development financing and technical assistance needs to which CDFA might provide a solution.
• Performs other duties related to portfolio management and the CDFA operations as requested by supervisor.

Qualifications:

Bachelor’s degree in related field and at least 5 years of relevant work experience or an equivalent combination of education and experience.

Experience working with Federal and/or State grants.

Competencies:

• Strong analytical skills, including ability to analyze financial statements.
• Excellent oral and written communication skills.
• Excellent interpersonal and customer service skills, including problem solving.
• Ability to work independently and in a team environment.
• Ability to meet critical deadlines, operate under pressure for rapid turnaround.
• Proficient in Microsoft Office.

NH CDFA is an EOE. Please send your resume and cover letter via email to jobs@nhcdfa.org not later than 4:30 PM October 14th, 2011. No phone calls please.

Last updated October 3, 2011