Portfolio Associate, K-9 Education

About Overdeck Family Foundation

Overdeck Family Foundation (“the Foundation”) was founded in
2011 with the goal of providing all children the opportunity to
unlock their potential. The Foundation focuses exclusively on
enhancing education, funding efforts both inside and outside of
school in the areas of early childhood, informal STEM education,
and K-9 programs that include supporting educators and
student-centered learning environments. Our grantmaking and
strategic support focus on unlocking innovation, evidence, and
growth opportunities for organizations that are committed to
accelerating key academic and socioemotional outcomes for all
children. The Foundation funds both direct impact organizations and
ecosystem efforts that clear the path to scale for our grantees and
the work that they do.

At the Overdeck Family Foundation, we achieve our impact by
thinking and acting with rigor and collaborating with one another,
fostering a culture of curiosity and learning, and living our core
values to drive meaningful change. Visit www.overdeck.org for more
information.

The Portfolio Associate Position:

Overdeck Family Foundation seeks to hire a full-time Portfolio
Associate to support its grantmaking focused on K-9 education, with
a primary focus on the Innovative
Schools portfolio and a secondary focus on the Exceptional
Educators portfolio. Reporting to the Portfolio Manager,
Innovative Schools, the Associate will source new grantees; analyze
and synthesize research, data, and field trends to facilitate
learning; support grantee data collection and analysis; and
efficiently manage the grantmaking workflow of the portfolio. The
ideal candidate is a results-driven, detail-oriented, enthusiastic,
and flexible individual who is also a keen learner, proactive, and
collaborative, demonstrating strong analytical and organizational
skills. 

The Innovative Schools portfolio supports organizations that
leverage technology to create student-centered, evidence-based K-9
learning environments that engage, challenge, and improve academic,
executive function, and social-emotional skills for all
students.

What You’ll Help Us Do:

• Facilitate continuous learning, improvement, and data-informed
  decision-making 

• Analyze and visualize data to inform decision-making, develop
  grant recommendations, and facilitate learning with external
  partners 
• Maintain an up-to-date, complete database of all current and
  potential grantees to support analysis, learning, decision-making,
  and reporting 
• Synthesize and elevate research, trends, and changes in the
  national landscapes surrounding K-9 education, edtech initiatives,
  and philanthropy, to inform portfolio strategy 
• In partnership with the Foundation’s Strategic Impact &
  Learning (SIL) team, deepen understanding of grantee impact by
  creatively and rigorously applying evidence, grantee data, insights
  from research, and input from experts

• Ensure portfolio operations run smoothly

• Efficiently manage the logistics of the portfolio, including
  grantmaking, grantee support, and events
• Utilize the grants management system (GivingData) and internal
  goals tracker to ensure timely and accurate data management
• Proactively identify and act on opportunities for operational
  improvements in collaboration with peer Portfolio Associates
• Support Portfolio Manager with grantee check-ins, events, and
  meetings

• Find and fund impactful, scalable organizations 
  • Help us develop a more open and diverse pipeline of potential
    grantees that expand access to tech-enabled, student-centered K-9
    learning environments
  • Conduct due diligence research on potential grantee
    organizations, use your critical thinking and analytical skills to
    examine organizations’ impact and scale potential, and make
    recommendations to the Portfolio Manager about strategic alignment
    and organizational fit
  • Contribute to concise and clear grant recommendations to the
    Foundation’s Leadership Team
• Support Portfolio Manager to help grantees grow their
  impact 
  • Partner with internal colleagues and external contractors to
    plan and coordinate the execution of capacity-building support for
    our grantees
  • Drive new approaches to support meaningful knowledge sharing
    and collaboration among our grantees and partners

Who You Are:

Results-driven and reliable. You are highly goal-driven,
motivated by results, and committed to continual improvement. Your
verbal and written communication skills enhance your ability to
manage details and see the broader context effectively. This
ability ensures successful task prioritization and clear
communication of ideas, allowing you to showcase your work
compellingly and emphasizes your reliability and excellence in all
tasks.

Exceptionally Organized. You are recognized for your exceptional
organizational skills, bringing order and efficiency to every
aspect of your work. With meticulous attention to detail and a
process-oriented mindset, you manage tasks, projects, and deadlines
with precision. Your organizational expertise also enables you to
quickly adapt to changes, re-prioritize as needed, and maintain a
clear overview of project statuses and milestones.   

A strategist with a high capacity to compile and analyze data.
You are able to adeptly understand a problem, identify potential
solutions, and narrow those solutions through a cost-benefit
analysis lens. You are able to analyze complex datasets to tell
clear and accurate stories.

A smart, eager learner. You take a nuanced and rigorous approach
to your work, both able to act on well-informed hypotheses and
willing to change your mind. You use your critical thinking and
quantitative analysis skills to see patterns, guide smart
decision-making, and evaluate opportunities. You’re comfortable
with data and enthusiastic about what the data can teach us.

Enthusiastic about education. You have a passion for innovation
and excellence in education. You enjoy learning, collaborating, and
having fun while working hard to improve outcomes for children.
You’re motivated by the Foundation’s mission of unlocking every
child’s potential and its approach to funding promising ideas and
solutions.

Flexible and proactive. Your flexible, self-starting style helps
you move quickly from one task to another and manage multiple
projects at once. You take ownership of your work and aren’t afraid
to solve problems creatively. You’re open to new projects and
opportunities and get excited by the possibility that comes with
ambiguity.

Collaborative. While you work well independently, you thrive as
part of a team. You’re comfortable building relationships, both
within and beyond the organization, because you are kind,
thoughtful, and curious. You ask insightful questions and listen
with a desire to empathetically understand. 

What You’ve Done:

Required experience:

• Minimum of two years of work experience
• Work experience in education, consulting, data analysis, impact
  investing, research and/or product management is preferred
• Subject matter proficiency in K-9 education, such as education
  technology, innovative school models, instructional materials, or
  professional learning preferred
• Bachelor’s degree or equivalent experience

Working at Overdeck Family Foundation

The base pay for this role is $80,000-$90,000, with potential
additional compensation and benefits, including a discretionary
bonus based on performance at year-end, medical, dental, and vision
coverage, and wellness programs. The Foundation has an employee
match program and also contributes 8% of the base salary to
employee 401(k), provides $3K for professional development, and
tuition reimbursement for relevant courses. The total compensation
range aligns with our expectations, reserving the top end for
qualified candidates who fully meet the required skills,
qualifications, and experience. 

Overdeck Family Foundation requires all employees to live within
a commutable distance from the office in the SoHo neighborhood of
New York City. Each week, employees must work in the office on
Tuesdays and additional “team days” for collaboration, with the
option to work remotely on all other days. Perks of being in the
office include on-site gyms with laundry service, wellness classes,
snacks and beverages, and a casual dress code in our beautiful
office.

How to Apply

Overdeck Family Foundation is partnering with RCG Talent Solutions to find our
next Portfolio Associate. Please follow this link to submit your
application and direct all questions to [email protected].
RCG will review all applicants and, upon qualification, contact you
to determine next steps.

Equal Opportunity Employer
Overdeck Family Foundation is dedicated to the work of unlocking
every child’s potential. We are committed to creating a workplace
where employees thrive both personally and professionally. We also
believe our employees should reflect the rich diversity of the
children in the education system we aim to support—in race, gender,
age, culture, and beliefs—and we support this diversity through all
of our employment practices.

All applicants and employees who are drawn to serve our mission
will enjoy equality of opportunity and fair treatment without
regard to race, color, age, religion, pregnancy, sex, sexual
orientation, disability, gender identity, gender expression,
national origin, genetic information, veteran status, marital
status, and prior protected activity. By submitting this online
application form, you consent to be contacted via email with
important updates and other information from RCG Talent
Solutions.