Advisor / Portfolio Manager at Oath | NY, US | Rezi

Advisor / Portfolio Manager at Oath

Advisor / Portfolio Manager

Oath · NY, US

2 weeks ago

Advisor / Portfolio Manager

Oath · NY, US

15 days ago
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About the Role

You will be the day-to-day advisor for some of Oath's highest-dollar donors, turning research into clear, personal giving plans and ensuring client funds are directed effectively. This role combines political analysis with client relationship management, offering ownership over your client book and collaboration with the Head of Personal Advising and the Data team.

Responsibilities

  • Manage a portfolio of clients, building giving plans around their goals, budget, and timing.
  • Translate research into actionable recommendations by leveraging race data and Impact Score rankings.
  • Prepare client briefings, portfolio updates, and end-of-cycle impact reports.
  • Track client contributions against their plan and identify potential gaps before deadlines.
  • Support new client onboarding and contribute to scaling the advising program.
  • Collaborate with Growth and Partnerships on major donor strategy, events, and campaigns.

Requirements

  • 3+ years in political finance, donor advising, campaign fundraising, or philanthropic advising.
  • Strong knowledge of electoral politics and campaign strategies.
  • Data-literate, with proficiency in spreadsheets, FEC filings, and race ratings.
  • Clear and discreet communication skills for interacting with high-net-worth donors.
  • Highly organized with the ability to manage multiple clients and deadlines simultaneously.
  • Mission-driven with a genuine interest in progressive politics and donor engagement.

Skills

  • Political finance
  • Donor advising
  • Campaign fundraising
  • Philanthropic advising
  • Electoral politics analysis
  • Client relationship management
  • Data analysis
  • Spreadsheet proficiency
  • FEC filings knowledge
  • Race ratings interpretation
  • Communication
  • Organization
  • Progressive politics understanding

Location

  • NYC headquarters

Work Type

  • Hybrid
  • Full-time

Experience Level

  • 3+ years

Salary/Compensations

  • $90k-$115k

Benefits

  • Equity package
  • Comprehensive medical, dental, and vision coverage
  • 401(k) matching
  • Flexible PTO

About the Company

  • Oath is the strategic giving platform designed to help donors maximize the impact of their contributions by guiding them to the races and causes where their dollars can make the greatest impact.
  • Oath has directed over $150M while protecting donors' data and avoiding the spam and spin of other giving platforms.
  • Oath is the one stop shop for a generation of donors who want to make a difference, building the future of philanthropy.