Bachelor's degree or equivalent experience; graduate degree preferred.
5-10 years of financial management or related experience required.
Familiarity with tax credit programs preferred.
Strong commitment to economic opportunities for underserved communities.
Ability to build and maintain relationships with partners.
Responsibilities
Lead fundraising activities for mission-driven initiatives.
Develop new funding opportunities with various financial institutions.
Prepare proposals for debt and equity funding.
Negotiate terms with funders and manage closing processes.
Document and track commitments from active funders.
Support event planning and industry networking efforts.
Monitor program activities to align with funding priorities.
Benefits
Opportunity to work in a mission-driven organization.
Collaborative team environment.
Professional development opportunities.
Flexible work locations in multiple cities.
Travel opportunities to industry conferences.
Full Job Description
Job Description:
We are seeking a Sr. Capital Development Associate to join our Durham, NC or Chicago, Ill or Oakland, CA or Charlotte, NC team
WHAT You'll Do:
Lead and support fundraising activities to raise needed capital for Self-Help's mission driven initiatives including:
Developing new funding opportunities with banks, foundations, insurance companies, etc.
Investigating funding opportunities with active and potential funders
Preparing proposals for debt and equity opportunities
Negotiating terms and conditions with funders
Managing or leading complex finance closing processes
Maintaining relationships with active funders
Supporting event planning and implementation
Attending industry conferences and meetings to provide greater exposure of Self-Help to potential funders and the CDFI industry and to learn from industry best practices.
Documenting and tracking commitments to active funders
Preparing quarterly and annual reports for active funders
Providing support for in-depth annual reviews and audits
Support or manage program compliance on various funding awards.
Monitor program team activities and funding needs to ensure actions are consistent with funding and board direction.
Support grant solicitation efforts.
Support program teams in generating high quality program information and managing program compliance on various funding awards.
WHAT YOU'LL NEED
Bachelor's degree or equivalent relevant experience; Graduate degree preferred.
5 years of financial management, legal, program management, lending or capitalization experience; 10+ years' experience preferred.
Experience with tax credit programs, e.g. the New Markets Tax Credit, Historic Tax Credit, Low Income Housing Tax Credit and/or Investment Tax Credit programs, preferred
Strong commitment to our mission - creating economic opportunity for traditionally underserved communities.
Preference for working in organizations that place priority on teamwork and collaboration.
Ability to learn and effectively present Self-Help's financial position and mission impacts.
Ability to dissect and prioritize value of funding opportunities.
Ability to manage internal working groups to determine funding priorities.
Ability to develop and maintain credible and trusting relationships with internal and external partners.
Strong ability to promote Self-Help through writing, presentations and networking
Ability to effectively plan, organize and prioritize multiple tasks and/or projects to meet deadlines.
Ability to self-motivate, identify challenges and opportunities and coordinate team responses.
Keen attention to detail and accuracy.
Knowledge of accounting, ability to read and analyze financial statements required and ability to create and interpret financial projections preferred.
Proficiency in Microsoft programs including Word, Excel and PowerPoint.
Ability and willingness to travel up to 20%. 2
Ability and willingness to work beyond normal work hours, as needed.
Preferred Qualifications
Experience in negotiating terms of legal agreements.
Experience working in the community development sector, in the CDFI industry
Ability to demonstrate Self-Help's Core Values:
o Mission Before Self
o Service With Excellence
o Embracing & Promoting Change
o Results Not Credit
o Diversity as a Strength
o Financial Sustainability for Mission Impact
About Selfhelp
Selfhelp is a non-profit organization that provides a range of financial and social services to seniors and other vulnerable populations in New York City. The organization was founded in 1936 and has since grown to become one of the largest and most respected providers of senior services in the city. Selfhelp's services include affordable housing, home care, case management, and socialization programs, as well as financial services such as reverse mortgages and financial counseling. The organization is committed to helping seniors live independently and with dignity, and to promoting the well-being of all New Yorkers. Selfhelp is headquartered in New York, New York.
