Director, Impact Investments & Strat

About Tides 

Tides is a nonprofit and philanthropic organization committed to advancing social justice. We work across the social sector to shift power to communities of color and other groups historically denied power. 

Centering equity and justice in everything we do, we collaborate in deep partnership with movement leaders, nonprofits, donors, foundations, and corporations to amplify the impact of their work by providing services like fiscal sponsorship, donor advised funds, grant making, and a variety of innovative solutions. Learn more at tides.org. 

About the Role  

The Director, Impact Investments & Strategic Initiatives will provide key client management support in partnership with the Vice President, Impact Investing. The Director will work directly with the VP, Impact Investing and other team members to serve clients with complex financial planning and impact investment needs and grow the Investments team strategies and offerings. The Director will work with Donor Advised Fund (“DAF”) partners to maximize the return and impact from their portfolios. In addition, the Director, will work with Fiscal Sponsored Project (“FSP”) partners to maximize the return and impact of their portfolios. The Director will help to manage an approximately $750 million Tides investment portfolio, designing and implementing strategies to optimize investment income from the portfolio. The Director will create and implement strategies to increase the Tides Assets Under Management (“AUM”). The Director will also participate in the longer-term cross functional projects to continually enhance the impact investment offerings and client experience and support key strategic projects for the Impact investing team. This role will drive impact and foster a culture that is grounded in Justice, Equity, Inclusion & Diversity (JEDI) and Tides core values – Future Focused, Accountability, Respect, Transparency and Collaboration.

What you will Do 

Core Duties 

• Regularly provide information about Tides impact investment services and solutions to new and existing clients including hundreds of DAF and FSP partners. 
• Maintain and evolve the impact investment strategic plan and roadmap to ensure progress based on learnings. 
• Participate in the development of new investment clients and discuss investment products and services, investment strategies, investment performance, risk profiles and review of market conditions. 
• Report to the finance team, executive leadership team, finance committee and board of directors regarding the Tides portfolio performance. 
• Evaluate the performance of investments and make timely changes to a portfolio due to cash flows, rebalancing, guideline changes to meet investment client objectives. 
• Assess the financial performance of existing investment partners and make recommendations as to potential changes/improvements in the investment options that Tides offers to its DAF and FSP partners. 
• Develop and present long-term capital sufficiency analyses based on client goals, current financial data, inflation and investment assumptions. 
• Maintain a current awareness of new impact investment strategies and instruments through regular investment research. 
• Leverage landscape analysis to identify leading impact investment trends and recommend alterations or enhancements to Tides investments products and services. 
• Contribute to the continuous improvement of investment screening processes with a particular focus on impact investments. 
• Regularly interact with clients regarding transactions, such as asset transfers and account opening procedures, researching client inquiries and conducting quarterly performance reviews. 
• Provide client account onboarding and structuring as well as assist in the spinout of partner funds
• Partner with the Vice President, Investments to prepare Board materials and summaries or for other client meetings. 
• Work closely with internal operations teams to document procedures and support process improvement efforts including streamlining workstreams, data collection, data management, knowledge management, onboarding and training of new clients. 
• Support ongoing efforts to optimize the client experience and investment returns. 
• Drive improved reporting in the investment process to increase customer satisfaction with Tides investment offerings.
• Monitor and report on risk factors to the f