Position Summary:
Impact Charitable exists to help close capital gaps that exist among deserving, high-impact ventures, projects and funds. Partnering with Private Foundations, Individuals, and Government offices, the organization leverages its expertise and flexible structures to unlock and accelerate the flow of impact-first capital The Senior Investment Analyst, in coordination with the Director of Capital Activation, is responsible for managing and executing our internal processes for evaluating and making direct investment decisions through to the execution of specific investment transactions while leading the management of our growing investment portfolio.
Essential Duties:
- Complete financial, business, and market analysis on an exciting variety of impact-oriented entities including for-profit social enterprises, nonprofit organizations, small businesses, Community Development Financial Institutions (CDFIs) and Impact Investment Funds.
- Work with multiple stakeholders to creatively shape and structure investment deals that create maximum social and financial value using a wide range of investment structures ( debt, equity, revenue based financing, etc.).
- Prepare credit memos for Investment Committee review that are accurate, insightful, and compelling.
- Perform ad hoc financial analysis including scenario planning and investment analysis that are critical to decision making.
- When needed, assist early-stage ventures with building required pro forma financial projections, cash flow forecasts etc. necessary to support a successful investment.
- Coordinate with Finance/Accounting to ensure proper accounting for all investment transactions as well as ongoing investment management.
- Portfolio Management (post investment):
- Monitor repayments per the loan/investment covenants
- Ensure the collection and review of quarterly financial statements and impact reports
- Build and maintain relationships with portfolio companies and provide dpost-investment support/intervention as needed.
- Coordinate with accounting/finance on models for evaluating risks to the portfolio and associated accounting activities (loan loss reserve)
- Collaborate with Finance, Capital Activation, and investment committee in continuous evaluation and improvement of frameworks, policies and processes
Please see attached job description for full details or visit mpactcharitable.org/careers/
