Greenwich, CT

Operations Manager, Dalio Education, Dalio Education

The Organization

Operations Manager, Dalio Education

Dalio Education is seeking a Manager of Operations to support leadership in: (a) advancing grant-making, portfolio management, and budgeting activities; (b) managing special projects and initiatives, such as the Winter Coat Project; and (c) providing behind-the-scenes and ad hoc support to the Connecticut Opportunity Project (CTOP) team as they work to measure, evaluate, and report the impact of their social investing.

Organization Overview:

Dalio Philanthropies is the Dalio family’s philanthropic enterprise, furthering the philanthropic enthusiasms of family members.  Dalio Philanthropies operates with a lean team that enables family members to develop their philanthropic passions, to learn from their passions as they pursue them, and to achieve positive outcomes and impact in those passion areas.

Led by Barbara Dalio, Dalio Education operates as an entrepreneurial team within Dalio Philanthropies, working to strengthen public education in Connecticut by engaging with educators, community leaders, and young people to achieve positive outcomes and greater equity across the state.  Dalio Education leads a results-driven philanthropic platform that includes the Connecticut Opportunity Project (a division of Dalio Education) and the Connecticut RISE Network (an independent organization co-founded by Dalio Education), as well as several collaborations benefiting students, teachers and other educators, public schools, and communities in Connecticut through an approach that supports educators and emphasizes the development of the whole child.

Dalio Education believes in the value that diversity, equity, and inclusion brings to a team and empowers each member of the team to embrace these values along their personal journey of growth and professional development.

Position Overview

Position Summary:

Dalio Education seeks a highly motivated, talented, and dynamic individual to serve as the Manager of Operations to help the team achieve its mission.  The Manager of Operations will help the team to administer grant-making and portfolio management activities, including budgeting and reporting.  She or he will manage special projects and initiatives, such as the Winter Coat Project.  They will also support the team in developing and implementing operating systems, tools, and practices to measure and evaluate the impact of philanthropic initiatives.  This is an extraordinary opportunity for an individual who is passionate about Dalio Education’s mission; who is looking to acquire experience in social investing and philanthropy through a role that is more operational than programmatic; and who is able to work with and across multiple teams simultaneously.

A successful candidate must have strong analytical capabilities, passion for working in operations, superior organizational skills, and a growth mindset.  They will play an integral role on a small team, working hard to achieve a bold mission.  This role will require rolling up one’s sleeves in order to execute multiple tasks simultaneously and thrive in a fast-paced environment that is oftentimes ambiguous and fluid.

Position Location: 

Greenwich, Connecticut

Given the current state of the pandemic, this position will abide by the current work-from-home status of the organization, but when appropriate, based on public health guidelines, will work from the Sound View office in Greenwich.

Reports To: 

Chief Education Officer, Andrew Ferguson 

Role Responsibilities: 

Top priorities are subject to change and include, but are not limited to:

Advance portfolio management activities by working in close coordination with Dalio Education and Dalio Philanthropies teams (35%) 

  • Serve as the Dalio Education team’s staff liaison between Dalio Philanthropies and the Dalio Family Office in order to promote strong collaboration and communication as well as excellent execution;
  • Support Dalio Education leadership in setting annual budgets and advancing budget planning processes with relevant team members;
  • Work closely with team members across the Dalio Enterprise to input budget data and ensure that budgeting systems operate effectively and accurately;
  •  Track initiative budgets and provide regular budget updates and reports to Dalio Education leadership;
  • Support Dalio Education leadership in setting goals and tracking and reporting progress;
  • Conduct research to build a network of best-in-class prospective vendors aligned to team goals;
  • Develop RFPs and RFIs and provide leverage for program leaders in engaging with prospective vendors;
  • Support vendor management activities, including sourcing, contracting, and onboarding vendors;

 Support grant-making processes by collaborating with Dalio Education and Dalio Philanthropies teams (30%)

  • Initiate grant processing and payments in the grants management system and oversee all activities throughout the grant lifecycle, in support of all Dalio Education grants;
  • Perform research and due diligence on potential grants and grantees, in support of select Dalio Education grants;
  • Assist in reviewing proposals and supporting program leaders in developing recommendations, in support of select Dalio Education grants;
  • Work with program leaders to develop grant agreements with clear metrics and timelines, in support of select Dalio Education grants;

Help the CTOP team as they work to measure, evaluate, and report the impact and effectiveness of their social investing (20%)

  •  Support the improvement of budget processes, operating systems, tools, and practices to enable data-informed decision-making;
  • Provide behind-the-scenes support to the team in data input, systems implementation, and other activities necessary to maximize the social return on investment;
  • Provide ad hoc support to the team for completing operational tasks necessary to develop, organize, and maintain CTOP’s digital library of research products and other artifacts;
  • Assist the team in building and maintaining a system that tracks and reports yearly Key Performance Indicators;
  • Assist the team in planning its annual budget, inputting budget data, tracking spend-to-date and grant investments, providing budget updates to Dalio Education leadership, and coordinating with relevant team members across the Dalio Enterprise;

Manage special projects and initiatives (15%)

  •  Manage the Winter Coat Project, which entails coordinating with school district liaisons and overseeing a small team of consultants tasked with donating thousands of coats to children across Connecticut every fall, and other special projects and events as assigned;
  • Execute ad hoc projects, research, and initiatives as necessary to advance the team’s mission;
  • Collaborate with colleagues in furthering the team’s brand and communications strategy by, among other responsibilities, overseeing website vendor and social media vendors;
  • Support the team in developing Annual Reports, Impact Reports, and Investment Prospectuses; and

Other duties, as assigned.

Position Requirements: 

The ideal candidate will possess the following professional qualifications: 

  • At least five years of experience in philanthropic grant-making and/or data management and research experience with an interest in social investing, capacity building, and/or public education required;
  • Bachelor’s degree at an accredited higher education institution required; and
  • Experience successfully demonstrating the cultural competency to work across diverse populations and the ability to build excellent relationships with stakeholders from various walks of life (e.g. colleagues, partners, practitioners, and community members).

The ideal candidate will possess the following knowledge, skills, attributes, and values:

  • Integrity, transparency, honesty, compassion, and strong ethical orientation;
  • Emotional intelligence, creativity, analytical skills, and sound judgment;
  • Takes great satisfaction in working on operational priorities and loves operating behind-the-scenes in support of a team;
  • Resiliency under pressure and the ability to thrive in a rapidly evolving and entrepreneurial organization;
  • Superior organizational skills with tremendous attention to detail;
  • Ability to manage multiple projects, prioritize, and deliver high‐quality work in a fast-paced environment;
  • Excellent written and verbal communication skills, including presentation skills;
  • Self‐starter with a commitment to continuous learning and improvement;
  • Capability to glean important points and patterns from data to make decisions and recommendations; and
  • Highly proficient utilizing data systems and tools for data entry and analysis, and exceptionally skilled in SalesForce Foundation Connect, Word, Excel, PowerPoint, and Google Suite. 

Compensation, Benefits, and Relocation: 

Compensation for this role is competitive and commensurate with experience.  Dalio Philanthropies provides a full slate of employee benefits including, but not limited to, health, dental, life, vision, disability insurance, supplemental life insurance, subsidized childcare, and a 401(K) match program.  Dalio Philanthropies also offers competitive vacation and holiday policies, as well as competitive relocation packages if necessary.

Please note we do not provide immigration sponsorship for this position.  Dalio Philanthropies is an Equal Opportunity Employer, and does not discriminate against any employee or applicant for employment because of race, color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood.

All employment at Dalio Philanthropies is subject to an extensive background check.

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