Investments Director

Capital Impact Partners$142K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field, plus graduate degree or equivalent experience
  • 5+ years of diverse investing experience
  • Expertise in financial modeling and sensitivity analysis
  • Investment experience in health, food, co-op, or social entrepreneurship sectors
  • Familiarity with Capital Impact's core geographies and ability to generate deal flow
  • Demonstrated experience in preparing and negotiating complex transactions
  • Proficiency in communication and presentation skills

Responsibilities

  • Identify potential investment opportunities through networking and research
  • Screen investment opportunities to align with fund's objectives
  • Analyze competitive landscape for prospective investments
  • Lead due diligence efforts for new investment opportunities
  • Develop financial models to assess investment cash requirements
  • Track and report on portfolio company progress post-investment
  • Support executives in board responsibilities and manage key investments

Benefits

  • Flexible work location option (remote or specific locations)
  • Opportunity to work in a mission-driven organization focused on impact investing
  • Professional development opportunities within the Investments Team
  • Access to a collaborative work environment and supportive culture
  • Travel requirement of up to 20% to interact with portfolio companies and investors
Full Job Description
Position Summary

The Investments Director is an integral part of the Impact Investment Group that is focused on making investments that generate equitable economic prosperity and promote community health throughout the country. The Director will be responsible for sourcing and executing impact investments, managing portfolio companies, reporting to stakeholders, supporting the development of the Investments Team's infrastructure within Momentus, and assisting in the management of fund-level performance. The Director will work closely with portfolio companies across the country to generate measurable impact and rationalized investment returns.

This position reports to the Managing Director of Investments and can be located in the Arlington, VA, California offices, or New York City metropolitan area and/or 100% remote.

Essential Responsibilities
• Proactively identifying potential investment opportunities using own network and knowledge base
• Screening new investment opportunities to assess their fit with the fund's mandate
• Analyzing the competitive landscape for potential investments
• Working with and overseeing junior-level professionals on the team
• Supporting and leading the due diligence process with potential investments
• Working on financial models to assess cash requirements for key milestones within potential investments and current portfolio companies
• Tracking progress of portfolio companies post investment
• Supporting executives in their board responsibilities and, over time, assuming select board responsibilities
• Working on investment updates and valuations for quarterly and annual reports
• Coordinating due diligence processes
• Supporting and leading negotiation of terms for new investments
• Contributing to knowledge management and translation of project and programmatic data
• Tracking fund deal flow and coordinating reports and summaries for weekly team meetings
• Compiling impact data for portfolio companies
• Providing organizational support as needed

Requirements

Professional Skills, Education and Experience
• Completion of a bachelor's degree in a relevant field, plus a graduate degree or relevant level of experience
• 5+ years of work experience in a position providing extensive exposure to investing into companies
• Experience developing financial models and conducting sensitivity analysis
• Investment experience in the health, food, co-op or social entrepreneurship sectors
• Demonstrated experience in preparing and negotiating complex transactions and balancing the programmatic needs of community-based organizations with sound underwriting judgment and risk mitigation
• Familiarity with one or more of Capital Impact's five core geographies
• Ability to generate deal flow using own contacts and experience
• Demonstrated interest in and experience in impact investing
• Exposure to boards of directors as a member or observer
• Experience leading the due diligence process for potential investments
• Ability to interact with bankers, investors and others
• Highly skilled in writing investment summaries, investment memos, preparing PowerPoint presentations and related word-processing and spreadsheet skills
• Comfort working in an environment with little supervision
• Demonstrated ability to be proactive and organized in working independently, as well as in interacting with team members and external stakeholders (investors, companies, co-investors, etc.)
• Strong communication and presentation skills
• Strong attention to detail, analytical, critical thinking and organization skills
• Strong written and verbal communication skills
• Demonstrated ability to take initiative and leverage knowledge and resources to solve problems
• Experience prioritizing and managing multiple projects, assignments and meeting tight deadlines
• Passion for community and economic development, impact investing, and social justice
• Advanced user of Excel, Word, Power Point and Google Suite. Experience with Salesforce is a plus
• Ability to travel up to 20% of the time

Benefits

The salary range for this position is $142,244 - $190,000 and may be eligible for an annual discretionary incentive.
  • Structure A: $142,244 - $170,000 All locations except Structures B and C
  • Structure B: $158,048 - $180,000 Washington, D.C.; Maryland; Virginia (DMV); non-Bay Area California markets; and Massachusetts
  • Structure C: $173,379 - $190,000 New York; New Jersey; and the California Bay Area


All employees must be legally authorized to work in the United States. The company will not sponsor applicants for work visas.

About Capital Impact Partners

Capital Impact Partners is a non-profit community development financial institution that provides loans, grants, and other financial services to underserved communities in the United States. The organization was founded in 1982 and is headquartered in Washington, D.C. Capital Impact Partners focuses on creating social impact in areas such as affordable housing, healthcare, education, and healthy food access. The organization has provided over $2.5 billion in financing to support community development projects across the country.
Learn more about Capital Impact Partners
Size
100 employees
Industry

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