Senior Investments Portfolio Lead — Assets & Analytics

FTI; Menasha (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Faith Technologies, Inc. in Menasha, WI, invites applications for a Senior Associate, Investments.

This role provides the operating backbone for the Investments function, ensuring disciplined data, budgets, contracts, and asset monitoring to support senior leaders. The ideal candidate will have strong organizational and project coordination skills, proficiency in Excel, PowerPoint, and Microsoft 365, and the ability to move between administrative tasks and hands-on asset execution.

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Science, Business, Operations, or related field (or equivalent experience).
• Minimum 2 years of related experience.
• Travel approximately 10% of the time.
• Proven ability to manage schedules, documentation, and cross-functional coordination.

Responsibilities

• Maintains accurate portfolio records across assets, contracts, vendors, ownership interests, approvals, key dates, obligations, and supporting documentation.
• Produces recurring portfolio and asset reporting, including operating and financial performance, project status, material risks, open actions, and upcoming decisions.
• Coordinates work across Asset Managers, Accounting, Energy Finance, Legal, Tax, Treasury, Procurement, Operations, vendors, and external partners.
• Maintains project plans, schedules, milestones, dependencies, action logs, and issue trackers for investments and new asset initiatives.
• Monitors asset‑level operating data and KPIs, identify missing or unusual information, and coordinates corrective action.
• Supports contracting and transaction execution by gathering proposals and diligence materials, signatures, and tracking ongoing obligations.
• Maintains the investment and opportunity pipeline, coordinates diligence materials and data rooms, and prepares board materials.
• Coordinates meetings, site visits, and project activities; prepares agendas and materials, captures decisions, and drives follow‑through.
• Visits operating and development sites to verify progress and support issue resolution.
• Improves and automates recurring workflows, reports, trackers, and controls to reduce admin burden.

Skills

Excel

PowerPoint

Microsoft 365

Communication skills

Project coordination

Data analysis

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Data Science, Business, Operations, or related field

Job description

Faith Technologies, Inc. in Menasha, WI, invites applications for a Senior Associate, Investments.

This role provides the operating backbone for the Investments function, ensuring disciplined data, budgets, contracts, and asset monitoring to support senior leaders. The ideal candidate will have strong organizational and project coordination skills, proficiency in Excel, PowerPoint, and Microsoft 365, and the ability to move between administrative tasks and hands-on asset execution.