Bradley E. J.

About Bradley E. J.

I am an investment management and impact investing professional with deep experience across impact investing, alternative assets, portfolio analytics, investment operations, complex reporting, due diligence, and governance—including oversight of a nationally recognized third-party investment manager program. My career centers on connecting capital with purpose through transparent reporting, mission-aligned portfolio oversight, and sourcing impactful opportunities in areas such as affordable housing, economic mobility, and racial justice.I lead manager diligence and onboarding, strengthen data governance, collaborate with accounting on valuations and cash flows, and drive process redesign, workflow improvements, and system optimization. My work sits at the intersection of investment operations, reporting systems, social impact, and philanthropic capital deployment.I bring advanced experience across investment technologies including CWAN (Clearwater Analytics), LPx/Canoe, Black Diamond, Salesforce/Altvia, Tableau, and more, with a strong understanding of alternative asset structures and reporting requirements. My designations—CFA, CAIA, CAP®, and IFRS FSA—reflect my commitment to analytical rigor, ethical practice, and sustainability-aligned reporting.I contribute across multiple cross-functional committees and working groups, including the Impact Investing Cohort, Affordable Housing Strategy Working Group, Social Media Working Group, Trust Administration Committee, Third-Party Manager Approval Subcommittee, Impact Investing Approval Committee, and the Technology Implementation Team, with past service on the Racial Justice Committee and Social Committee. I also present oversight reporting to the Investment Committee.I stay actively engaged across the field through Mission Investors Exchange (MIE), PACFA, FAOG, ILPA, CWAN, Commonfund Institute, CAIA, CFA Institute, and CFA Society Pittsburgh, and have presented at conferences and previously served as a CFA Society board member and podcast host. These networks keep me connected to best practices in impact investing, private markets, operations, and analytics.I care deeply about the role of finance in driving social change and thrive in impact-focused environments where data integrity, transparency, innovation, and mission-aligned capital allocation guide decision-making. If you work at the intersection of impact investing, investment management, philanthropic capital, private markets, or financial innovation, I’d love to connect.

Experience

1. Investment Manager, External Portfolios & Impact Investing

   The Pittsburgh Foundation

   Mar 2021 — Present · Pittsburgh, PA, US

   Responsibilities: Sourcing and vetting impact investing opportunities, such as small business lending, affordable housing, CDFIs, solar program, local investment funds, and local partners. Focus on the foundation\'s mission, values, and strategic plan pillars, including leveraging financial assets for impact, promoting philanthropy, supporting community, catalyzing partnerships, accountability and transparency, collaboration, trust, racial justice and social change efforts, providing affordable housing and economic mobility. Establish thematic investment opportunities for donors, such as the United Nations\' Sustainable Development Goals (SDGs) or other appropriate themes, including affordable housing, racial justice, DEIA, de-carceration, financial literacy, poverty, hunger, health & well being, quality education, economic growth, climate action, clean energy, and clean water. Establish sources of funding, such as existing donors & DAFs, new donors, corpus carveout, local and national partners, government credits & earmarks, designating portion of gifts/grantmaking/budget/spending policy/unrestricted assets, and establishing a fund for board members. Attend national conferences, such as Mission Investors Exchange (MIE) and FAOG for community foundations. Impact Committee liaison responsible for providing recommendations to the committee. Assist with expansion of manager diversity efforts within the foundation\'s core assets. Address impact program parameters and concerns, such as timeline, funding, cost/budget, education, collaboration, liquidity, consultants, technology/software, IMM reporting & benchmarking, investment policy statements & agreements, legal approval, DEIA pushback & lawsuits, memberships & conferences, and certifications. Act as primary contact and resource for all investment managers within the Third Party Investment Manager (TPIM) program. Liaison for portfolio analytics software Member of Racial Justice Committee

Education

• PennWest Clarion

  Bachelor of Science in Business Administration (BSBA), Finance

  1996 — 2001

Skills

• Chartered Financial Analyst
• Irs Enrolled Agent
• Microsoft Excel
• Powerpoint
• Asset Management
• Trello
• Insurance
• Series 24
• Slack
• Investments
• Worldox
• Securities
• Turbo Tax
• Estate Planning
• Corporate Sustainability
• Tax Preparation
• Ultratax
• Microsoft Office
• Junxure
• Tax
• Trading
• Securities Litigation
• Wealth Management Services
• Hubspot
• Document Management
• Wealth Management
• Emoney Advisor
• Crm
• Moneytree
• Portfolio Center
• Morningstar Office
• Retirement Planning
• Tableau
• Finance
• Bloomberg
• Impact Investing
• Asset Allocation
• Mutual Funds
• Wordpress
• Bloomberg Terminal