Portfolio Manager
Background for this Role
Uptake Alliance is an intersectional community of corporates, startups, policymakers, investors, and academics built to create the market conditions for frontier climate ventures to thrive. Launched in September 2023 and supported by NYSERDA, Uptake’s mission is to ensure the adoption of market-ready climate technologies. While that does set an audacious bar, we believe that by bringing together startups with interesting solutions and corporates with vexing technical challenges, we can design win-win situations and create a regenerative impact on our climate future. Uptake is seeking a Portfolio Manager who can lead the day-to-day operations of our startup portfolio engagement and support the recruitment, due diligence, and selection of the most impactful and relevant climate ventures.
The ideal candidate gets fired up about new and interesting climate solutions and believes in the power of entrepreneurship to change the world. At the same time, Uptake’s work is grounded in the necessity - and complexity - of corporate adoption of new technologies to drive industry transformation. The ideal candidate also has experience and/or is interested in learning more about one or more of our core focus areas including energy (utilities, distributed energy), buildings (building materials, advanced construction, prefab/offsite), transportation (EVs, public transit), and other industrials (manufacturing, processing, etc.).
As Portfolio Manager, you will be responsible for overseeing the day-to-day management and support of Uptake’s climate tech startup portfolio, ensuring the startups receive the necessary resources, guidance, and mentorship to thrive. You will also be expected to support the recruitment, due diligence, and selection of additional members to the Uptake portfolio. Finally, you will quarterback many of the cross-community introductions and collaboration opportunities between startups, corporate partners, investors, and other ecosystem stakeholders.
Responsibilities
Portfolio Management
Maintain regular correspondence with an active portfolio of up to 30 companies to track growth and progress towards program goals
Support an ever-growing community of startup alumni, ensuring continued access to basic program resources and community
Coordinate mentorship, facilitated workshops, and investor introductions to ensure the delivery of a high-quality curriculum and high-value program
Support the development and maintenance of our portfolio management process including tool selection, CRM optimization, and standardization of operating procedure
Portfolio Selection
Support the design, implementation and evolution of recruitment and selection strategies that align with Uptake’s mission
Connect with the wider entrepreneurial ecosystem to identify and recruit the most impactful and relevant climate ventures
Keep up to date with industry trends and emerging technologies in at least one of our core sectors of energy, buildings, or transportation
Cross-functional Support
Serve as the public face of Uptake Alliance for all programming involving startup participants, including virtual and in-person events and ongoing general communication
Deliver high-quality reports to our multiple stakeholders to provide progress updates on our program development
Coordinate with our Marketing and Events team to put together high quality events for our portfolio of startups and partners
Location
We have a heavy preference for candidates based in New York, but will consider remote candidates in MA, NY.
Requirements
Bachelor’s degree in relevant or related field
Proven experience with 2+ years experience in program management or stakeholder engagement, ideally with a startup support organization
Interest and experience in one or more of the following sectors: energy, buildings, transportation, or industry
Excellent interpersonal and communication abilities to foster relationships with diverse stakeholders
Prior experience with CRM tools such as Salesforce, Hubspot, etc
Team player who enjoys working with and managing stakeholders toward common goals
Demonstrated passion for affecting innovative, sustainable, and equitable solutions in the climate space
Ability to travel up to 25% of the time
Preferably prior experience in an entrepreneurial environment, including a startup, venture capital, accelerator/incubator, or grantmaking organization
Benefits
Salary range: $(phone number removed) base
Performance bonus
Other Benefits
Management carve-out (similar to equity)
401(k)
Medical, dental, and vision benefits
Life insurance
Hybrid/remote work environment
Unlimited vacation policy
Telecommuter allowances
Uptake Alliance is an intersectional community of corporates, startups, policymakers, investors, and academics built to create the market conditions for frontier climate ventures to thrive. Launched in September 2023 and supported by NYSERDA, Uptake’s mission is to ensure the adoption of market-ready climate technologies. While that does set an audacious bar, we believe that by bringing together startups with interesting solutions and corporates with vexing technical challenges, we can design win-win situations and create a regenerative impact on our climate future. Uptake is seeking a Portfolio Manager who can lead the day-to-day operations of our startup portfolio engagement and support the recruitment, due diligence, and selection of the most impactful and relevant climate ventures.
The ideal candidate gets fired up about new and interesting climate solutions and believes in the power of entrepreneurship to change the world. At the same time, Uptake’s work is grounded in the necessity - and complexity - of corporate adoption of new technologies to drive industry transformation. The ideal candidate also has experience and/or is interested in learning more about one or more of our core focus areas including energy (utilities, distributed energy), buildings (building materials, advanced construction, prefab/offsite), transportation (EVs, public transit), and other industrials (manufacturing, processing, etc.).
As Portfolio Manager, you will be responsible for overseeing the day-to-day management and support of Uptake’s climate tech startup portfolio, ensuring the startups receive the necessary resources, guidance, and mentorship to thrive. You will also be expected to support the recruitment, due diligence, and selection of additional members to the Uptake portfolio. Finally, you will quarterback many of the cross-community introductions and collaboration opportunities between startups, corporate partners, investors, and other ecosystem stakeholders.
Responsibilities
Portfolio Management
Maintain regular correspondence with an active portfolio of up to 30 companies to track growth and progress towards program goals
Support an ever-growing community of startup alumni, ensuring continued access to basic program resources and community
Coordinate mentorship, facilitated workshops, and investor introductions to ensure the delivery of a high-quality curriculum and high-value program
Support the development and maintenance of our portfolio management process including tool selection, CRM optimization, and standardization of operating procedure
Portfolio Selection
Support the design, implementation and evolution of recruitment and selection strategies that align with Uptake’s mission
Connect with the wider entrepreneurial ecosystem to identify and recruit the most impactful and relevant climate ventures
Keep up to date with industry trends and emerging technologies in at least one of our core sectors of energy, buildings, or transportation
Cross-functional Support
Serve as the public face of Uptake Alliance for all programming involving startup participants, including virtual and in-person events and ongoing general communication
Deliver high-quality reports to our multiple stakeholders to provide progress updates on our program development
Coordinate with our Marketing and Events team to put together high quality events for our portfolio of startups and partners
Location
We have a heavy preference for candidates based in New York, but will consider remote candidates in MA, NY.
Requirements
Bachelor’s degree in relevant or related field
Proven experience with 2+ years experience in program management or stakeholder engagement, ideally with a startup support organization
Interest and experience in one or more of the following sectors: energy, buildings, transportation, or industry
Excellent interpersonal and communication abilities to foster relationships with diverse stakeholders
Prior experience with CRM tools such as Salesforce, Hubspot, etc
Team player who enjoys working with and managing stakeholders toward common goals
Demonstrated passion for affecting innovative, sustainable, and equitable solutions in the climate space
Ability to travel up to 25% of the time
Preferably prior experience in an entrepreneurial environment, including a startup, venture capital, accelerator/incubator, or grantmaking organization
Benefits
Salary range: $(phone number removed) base
Performance bonus
Other Benefits
Management carve-out (similar to equity)
401(k)
Medical, dental, and vision benefits
Life insurance
Hybrid/remote work environment
Unlimited vacation policy
Telecommuter allowances
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