Strategic Initiatives Portfolio Manager

The Strategic Initiatives Portfolio Manager oversees multiple funding portfolios including distribution of resources to community-based organizations and health care providers that advance Health Share's strategic priorities. Funds in this portfolio include global budget investments, Supporting Health for All through Reinvestment (SHARE) spending plan investments, collaborative investments, Community Capacity Building Funds, and any new funding streams that Health Share will manage. This position will work with teams across the organization and support a wide range of activities including identification and promotion of best practices/system impacts resulting from investments, development of streamlined processes for funding requests and distribution, ensuring compliance with financial requirements of each funding stream, supporting alignment of community investment across the Health Share Collaborative, and more.

Essential Responsibilities

Portfolio Management

• Oversee distribution and management of Health Share's strategic investments in the community.
• Oversee and manage funding renewal and revision process based on budgeting cycle for each fund in the portfolio.
• Oversee and track the activities and outcomes of each funding portfolio; assess, prioritize, and collaborate with internal contract/business owners to understand status of individual investments.
• Create systems to ensure effective coordination and integration of work across investment portfolios.
• Develop and maintain relationships with internal and external stakeholders, including Oregon Health Authority (OHA) staff for OHA directed investments.
• Suggest recommendations for improvement of investment portfolios.
• Keep abreast of financial risks and opportunities, of existing portfolio and prospective funds.
• Ensure compliance with financial regulations and standards.
• Contribute to the development and maintenance of related investment policies, procedures, and controls.
• Support implementation of reporting software for analytical, financial reporting and grant management.

Communications

• Create reporting parameters designed to produce sharable content, including both quantitative and qualitative outcomes.
• Work with the Communications Team to identify investment highlights to feather in quarterly newsletters, annual reports, videos, and media pitches.
• Develop and implement tools allowing grantees to share success stories through social media and other Health Share channels.
• Develop and facilitate learning systems, innovation spread, and sustaining strategies.

Reporting

• Maintain up-to-date documentation of all investment relationships; prepare program and financial reports for the Board.
• Develop and maintain regular reports to inform financial activity and impacts and outcomes.
• Contribute to financial reporting to OHA.
• Support development of annual department budgets.
• Other ad hoc duties as assigned.

Organizational Responsibilities

• Perform work in alignment with the organization's mission, vision and values.
• Support the organization's commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.
• Strive to meet annual business goals in support the organization's strategic goals.
• Adhere to the organization's policies, procedures and other relevant compliance needs.
• Perform other duties as needed.

Knowledge, Skills and Abilities Required

Knowledge:

• Knowledge of funding and financing rules and regulations, include OHA requirements
• Knowledge of grant management and reporting best practices
• Expertise in project management
• Knowledge of budget management principles and concepts

• Ability to work collaboratively with diverse stakeholders, both internally and externally
• Proficiency in Microsoft Project, Word, Excel (intermediate), PowerPoint, Outlook, internet, etc.
• Strong analytical skills
• Excellent verbal and written communication skills including the ability to persuade, influence, negotiate and make formal presentations
• Ability to analyze data and make informed decisions
• Ability to interpret complex financial data
• Ability to facilitate groups to achieve consensus
• Ability to build and maintain effective relationships, consensus, and collaboration
• Ability to work in an environment with shifting priorities, consistent change and in ambiguity
• Ability to function with a high degree of independence, initiative, and motivation

Physical Skills and Abilities:

• Ability to perform repetitive finger, wrist, shoulder, or neck movement for at least 6-8 hours/day
• Ability to see and read for at least 6-8 hours/day
• Ability to hear and speak clearly for at least 3-6 hours/day

• Ability to focus on and comprehend information and learn new skills and abilities
• Ability to assess a situation and seek or determine appropriate resolution
• Ability to accept direction and feedback, as well as tolerate and manage stress

Education and/or Experience

Required:

• Minimum 5 years' experience in healthcare programs or community health, including project leadership in a complex environment
• Minimum 3 years' experience managing large-scale budget portfolios

Preferred:

• Experience with grant program administration
• Experience with Oregon Medicaid and Coordinated Care model

Working Conditions

Primary Work Environment:

Indoor/Office Member Facing Patient Facing Facilities/Security

Indoor/Office Member Facing Patient Facing Facilities/Security Outdoor Exposure

#Li-Hybrid

Health Share is an equal opportunity employer and employs personnel without regard to age, citizenship, color, creed, physical or mental disability, economic status, education, ethnicity, family responsibilities, gender identity and expression, genetic information, health status including HIV status, height, housing status, marital status, matriculation, national origin, physical appearance, race, religion, political affiliation, pregnancy, sex, sexual orientation, union membership, veteran status or other unlawful factors, with respect to recruiting, hiring, job assignment, promotion, discipline, discharge, compensation, training and other terms, conditions and privileges of employment and contracting.

Health Share is committed to creating a diverse staff made of people who are dedicated, optimistic and committed to health equity from all segments of the greater Portland Region, and we encourage people of color, people with disabilities, LGBTQ+ people, women and nonbinary people, and Veterans to apply for consideration.

Visa sponsorship is not available at this time.