Based in Charlotte, NC with frequent travel to New York, the candidate will work alongside members of the investment team on investment execution, due diligence, portfolio management, sourcing strategy and partnership activities with the impact investing and startup community. In addition, this person will partner with subject matter experts within Citi to drive collaboration and find opportunities to advance the success of our portfolio companies and the field as a whole.
The Citi Impact Fund is focused on driving solutions in four key investment areas, including:
- Climate resilience: Solutions for climate transition, mitigation and adaptation to protect our natural and built environments from the harmful effects of climate change, which disproportionately impact underserved communities
- Financial resilience: Solutions that provide underserved communities with opportunities to create, manage and build financial resilience and wellness
- Social infrastructure: Solutions that expand access to essential services including housing, healthcare and transportation for underserved communities
- Future of work: Solutions that provide access to stable, quality jobs, offer modern, relevant education and training for workers and students and re-imagine how we balance work and life.
Key Responsibilities: Investment Execution
- Lead diligence and investment thesis building on prospective investment opportunities; prepare investment memorandums, build financial models, conduct market research and present to internal investment committee and manage approval processes
- Work cross-functionally within the firm on both new investment and follow-on investment processes; maintain close relationships and build trust with business partners internally
- Support sourcing, market landscaping and thesis building activities within the Fund's focus areas
- Develop strong relationships with key venture capital, impact investing, and start-up ecosystem players and represent the Fund at industry events
Portfolio Support and Management
- Manage a portfolio of investments, monitoring company performance, tracking financial and impact results, and preparing internal quarterly portfolio reviews and other analyses
- Support follow-on investment opportunities, including diligence, approvals, execution and structuring
- Support portfolio companies by attending founder meetings and enabling partnerships across Citi to help support portfolio company growth
- Lead internal partner engagement on governance and operational items over the life cycle of an investment
- Manage portfolio analysis and data projects for Citi risk and control functions and firm-wide reporting needs
Qualifications:- Commitment to the Citi Impact Fund's focus on driving economic opportunity and innovating in impact investing
- 2+ years of experience in private equity / venture capital investing; total of 4-5+ years of experience in relevant role (investment banking, strategy consulting, corporate finance, or direct business/start up operating experience in one of the fund's investment verticals)
- Strong preference for direct investing experience in at least one of Citi Impact Fund's key verticals; specific experience or interest in impact investing strongly preferred
- Candidate must have strong finance and investment acumen including an ability to develop and manage complex financial models, be comfortable with data analysis and excel, and working with large data sets, conduct rigorous primary market and industry diligence, prepare valuation analysis and synthesize in written investment materials
- Strong communication and relationship management skills as well as an entrepreneurial spirit to take ownership of internal projects such as process improvements, driving AI efficiency
- Attention to detail and desire to deliver high quality work products that drive key decisions
- Confident interpersonal skills and comfort contributing to discussions at senior levels
- Natural curiosity for learning new things and proactively sharing information with others
- Strong sense of urgency in driving projects to completion and ability to prioritize assignments and work in a fast-paced environment
Education:- Bachelor's degree required, preferably in technical/analytical discipline, such as finance, economic
Job Family Group: Communications and External Relations
Job Family:Community Development
Time Type:Full time
Primary Location:NC-CHARLOTTE (BALLANTYNE)
Primary Location Full Time Salary Range:$107,120.00 - $160,680.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:Sep 27, 2026
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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