Capital Portfolio Management Consultant

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Job Title: Capital Portfolio Management Consultant Department: ERIK | Technology Commercialization Position Overview The Ohio State University's Innovation and Commercialization team within the Enterprise for Research, Innovation and Knowledge (ERIK) utilizes knowledge and expertise to manage equity compliance, a portfolio of startups, and process development and implementation under the direction of the Associate Director, Capital and Translation Development. The Capital Portfolio Management Consultant will play a critical role in managing the growth of the capital and translation ecosystem at The Ohio State University, contributing to the university's broader innovation ecosystem under the direction of the Associate Director, Capital & Translation Development. Success in this roll will depend on a blend of strategic acumen, project management expertise, and influential leadership skills. Key Responsibilities Managing equity received from licensing transactions and entrepreneurship activities (Innovation Equity). Independently performing ongoing monitoring and engagement with the university's portfolio companies external to the university and working closely with Ohio State faculty. Collaborating with other teams within Innovation and Commercialization, including, technology licensing, compliance, and finance to ensure streamlined processes and efficiencies. Participating in onboarding new team members, including training, mentoring, and providing guidance as needed. Required Qualifications Bachelor's degree in related field, or equivalent combination of education and experience. Six years of relevant experience. Specialized knowledge proficiency in venture capital investment activities, university technology commercialization, and new venture formation processes. Knowledge of early-stage debt and equity financings, cap tables and ability to perform pro forma analysis of equity holdings/valuations; experience negotiating and managing licensing agreements, including compliance with agreement terms. Familiarity with corporate governance documents and venture-related transaction documents, including financings, mergers and acquisitions, shareholder consents and dissolutions. Excellent oral and written communication skills, detailed-oriented, able to maintain good working relationships within the organization and with external stakeholders. Proficiency with Microsoft Office applications. Proactive individual contributor with demonstrated experience maintaining high quality work product. Desired Qualifications Advanced technical degree or MBA. 8-12 years of relevant experience working in a university setting. Experience with Carta and other cap table management programs. Experience implementing new software programs and process development. Prior portfolio management experience. Excellent interpersonal skills as demonstrated by the ability to interact with others in a consistently positive manner, facilitate communication across teams or departments, and gain consensus around decision making. Experience providing training and guidance to colleagues. Application Materials A resume is required. A cover letter is desired. Additional Information: Salary The salary range for this job profile is $111,100 - $142,250. The offer for this position may fall within this range based on multiple factors including internal equity, unit's available budget, and the candidate's qualifications. Additional Information Due to U.S. export control regulations governing information, technology, and facilities accessed during the performance of work, applicants must be: (1) U.S. citizens or nationals; (2) permanent residents; (3) asylees or refugees; or (4) individuals otherwise described as protected individuals pursuant to Title 8 U.S. Code Section 1324b(a)(3)(b). Ohio State will not sponsor applicants for work visas for this position. ERIK Overview Join the Enterprise for Research, Innovation and Knowledge (ERIK) at The Ohio State University and become a part of a dynamic, forward-thinking team dedicated to pushing the boundaries of discovery and innovation. ERIK positions Ohio State to expand curiosity-driven research and creative expression, further develop our research community of faculty, staff, and students, and grow the innovation ecosystem to address big challenges and improve communities locally and globally. We are seeking passionate individuals who are committed to making a meaningful impact through collaboration, innovation, and excellence. To learn more about our mission and work, please visit Location: Energy Advancement and Innovation Center (1044) Position Type: Regular Scheduled Hours: 40 Shift: First Shift Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process. Thank you for your interest in positions at The Ohio State University and Wexner Medical Center. Once you have applied, the most updated information on the status of your application can be found by visiting the Candidate Home section of this site. Please view your submitted applications by logging in and reviewing your status. For answers to additional questions please review the frequently asked questions. The university is an equal opportunity employer, including veterans and disability. At Ohio State, you'll find work that inspires you. We offer roles and growth opportunities in countless fields and specialties including a job that's right for you. Ohio State benefits give you options to take care of what matters most to you and opportunities to make adjustments as your life and needs change, including: Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost. Paid time off, including sick and vacation time and 11 holidays. State retirement plan or an alternative retirement plan, both with generous employer contributions. As Buckeyes, we accomplish more together. No matter your role, you'll be part of creating what people need now: pathways to education, research and health care. Working at Ohio State means you're part of a team with a strong sense of community and an unwavering commitment to excellence and, of course, incomparable Buckeye spirit. We bring out the best in people, help each other succeed and learn together. By joining Ohio State, you become part of a top-20 public university with one of America's leading academic health centers. We're a team of dedicated colleagues with access to boundless resources that support you. Review the Frequently Asked Questions for details on using Workday and submitting your application.