DE Portfolio Associate

Portfolio Associate, Dalio Education

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is rooted in a culture of meaningful work and meaningful relationships and the family’s legacy of giving back. The office is headquartered in Westport, CT with a satellite office in New York City.

Position Location:

Greenwich, Connecticut

This position will work from the Sound View office in Greenwich or on-site with grantee partners at least three days a week, with some in-state travel required for on-site work (e.g., Bridgeport, Stamford, New Haven, Hartford).

Dalio Education Overview:

Founded by Barbara Dalio, Dalio Education partners with educators, schools, youth-serving organizations, and communities across Connecticut to drive positive youth outcomes by elevating the impact of research and data. Our grant-making is aligned to our long-term strategy and social investment philosophy. We support public high schools and educators through the Connecticut RISE Network; and we strengthen non-profit organizations serving youth who are severely off-track or disconnected from school and employment through the Connecticut Opportunity Project (CTOP). CTOP works alongside seven grantee partners, investing long-term funding, coaching, and technical assistance to help them build the infrastructure required to deliver high-quality services that meaningfully improve the lives of young people. In 2025, Dalio Education expanded its social investing to workforce initiatives by applying frameworks, practices, and lessons learned from our work through CTOP to partner with employers in designing programs where young people are paid to develop hard and soft skills necessary to succeed in the workforce.

Position Summary:

The Portfolio Associate plays an integral role on a small team, working across all of Dalio Education’s initiatives and projects in support of the Connecticut Opportunity Project, Dalio Education’s social investment fund, as well as Dalio Education’s workforce initiatives and in furtherance of its research agenda. Through the active management of multiple tasks, supported by intentional professional development and active mentoring from senior team members, the Portfolio Associate will execute critical administrative functions including the management of logistics and communication to support internal and external meetings and key processes, with the opportunity to learn and grow through participation in selected activities.

Day-to-day responsibilities would include a combination of the following:

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

• With instruction from senior team members, prepare and circulate agendas and supporting materials for meetings, both internal and external;
• Participate in selected meetings and workshops to learn while supporting through timekeeping and notetaking, including the tracking and dissemination of action items;
• Provide administrative support to the CTOP Senior Portfolio Directors, CTOP Deputy Director, and Director of Workforce Initiatives, including supporting calendar coordination for external meetings and the completion of expense reports and bi-weekly updates;
• Provide support to teammates and consultants in logistics related to external communications, including the Dalio Education and CTOP websites, social media, newsletters, and Annual Report;
• Support the planning and execution of grantee learning experiences including workshops, convenings, and learning visits, including administrative, logistical, and communication responsibilities;
• Support the development and execution of Dalio Education’s research agenda, including administrative, logistical, and communication responsibilities; and
• Provide added capacity to grants management, including tracking grant execution, reporting deadlines, and payments, advancing related processes, and uploading materials to SalesForce;
• Provide added capacity to contracts management for mission-related vendors, including around procurement, onboarding, invoicing, and payments.

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
• Resiliency under pressure and the ability to thrive in a rapidly evolving and entrepreneurial organization
• Strong organizational skills with great 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
• Skilled in Word, Excel, PowerPoint, and Google Suite.

Qualifications:

The ideal candidate will possess the following professional qualifications:

• At least two years of experience: coordination of program management or systems in a nonprofit setting, and/or in philanthropic grant-making, and/or in data management and research organizations;
• Bachelor’s degree at an accredited higher education institution; 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).

Compensation:

Compensation for the role includes a competitive salary in the range from $80,000 - $115,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan, a generous employer match for 401k, and competitive vacation and holiday policies.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.