American Heart Association Jobs

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Job Information

American Heart Association Associate Portfolio Manager, Social Impact in Dallas, Texas


Now is the time to join us and make a difference. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career.

The American Heart Association has an excellent opportunity for a The Associate Portfolio Manager, Social Impact in Dallas, TX (Flexible work arrangement available)

(This is a Full-time Grant funded position. Funding set to end 12/31/2024 but will likely extend)

The Associate Portfolio Manager, Social Impact is responsible for supporting the Impact Investment Group (IIG) Portfolio Managers on sourcing, developing, and providing local program support to the American Heart Association’s Social Impact Funds impact investments, with a focus on the United States. Responsible for prospecting and completing due diligence of new investments, as well as onboarding, facilitation and management of partners; ensuring compliance with American Heart Association’s grant or investment requirements.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

#TheAHALife is our company culture, our way of life, reflecting our diversity and inclusion, our focus on work-life harmonization and our Guiding Values. Discover why you will Be Seen. Be Heard. Be Valued™ at the American Heart Association by following us on LinkedIn, Instagram, Facebook, Twitter, and at


  • Source and recruit new impact investments, with an emphasis on achieving impact at scale. Screen potential investments and review applications. Provide the fund with mentorship on market conditions and assessments.

  • Conduct desk diligence (and potentially on-site due diligence) of potential Investments to assess prospects’ financial and social performance, and mission fit with American Heart Association.

  • Monitor assigned Investments (both remotely and in-person), including repayments, financial performance, and social performance. In collaboration with team members, supervise assigned investments for compliance with fund policies, covenants, and achievements. Support drafting and review of transaction documentation of new Investments with PMs and legal department.

  • Assist PMs in onboarding newly Invested Partners, act as liaison, communicate American Heart Association policy to these Partners and update American Heart Association stakeholders on new developments and/or issues. Resolve issues faced by the Partners and help source TA support.

  • Participate in negotiations on Investment terms and conditions with the goal of improving impact at scale. Handle active relationships with other investors/foundations of assigned Investment Partners; seek out co-investment opportunities where possible.


  • Three (3) years of experience in Financial Analysis, Investment Management, Finance, Economic Development, Portfolio Management, Impact Investing, or related role

  • Three (3) years of technical experience with financial analysis and investment products (convertible notes, loans, and equity) in programs and/or companies passionate about health and/or social determinants of health.

  • Strong interpersonal skills, including the ability to tailor communications to a wide broad range of audiences and stakeholders, across multiple cultures.

  • Ability to network extensively and manage relationships optimally.

  • Ability to manage time well and prioritize across competing tasks.

  • Proficient in Microsoft Office software (Excel, Word, PowerPoint) and adept at learning and using technology platforms.

Preferred Qualifications

  • Advanced Degree or Certificate (such as aCFA) in Business, Finance or related area

  • Proficient with impact measurement and methodology

  • Proficient writing and storytelling skills.

  • Proficient in Tableau and Pitchbook

Compensation & Benefits

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.

  • Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.

  • Performance and Recognition – You are rewarded for achieving success by merit increases and incentive programs, based on the type of position.

  • Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.

  • Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.

  • Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.

  • Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.

The American Heart Association’s 2024 Goal: Every person deserves the opportunity for a full, healthy life. As champions for health equity, by 2024, the American Heart Association will advance cardiovascular health for all, including identifying and removing barriers to health care access and quality.

At American Heart Association | American Stroke Association, diversity, inclusion, and equal opportunity applies to both our workforce and the communities we serve as it relates to heart health and stroke prevention.

This position not a match with your skills? Click here to see other opportunities.

EOE/Protected Veterans/Persons with Disabilities

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Location US-TX-Dallas

Posted Date 2 months ago (8/2/2023 11:29 AM)

Requisition ID 2023-11043

Job Category Human Resources

Position Type Full Time

Location: TX-Dallas