Investments Director

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Proactively seek out potential investment opportunities utilizing personal networks and expertise.

• Evaluate investment prospects to ensure alignment with the fund’s objectives.

• Analyze competitive environments for potential investments.

• Collaborate with and supervise junior professionals.

• Lead and assist in the due diligence process for prospective investments.

• Create financial models to assess cash needs and milestones for both potential and existing portfolio companies.

• Monitor the progress of portfolio companies post-investment.

• Aid executives with board duties and gradually take on specific board responsibilities.

• Prepare investment reports and valuations for quarterly and annual assessments.

• Oversee due diligence procedures.

• Lead and support negotiations for terms related to new investments.

• Contribute to knowledge management and translate project and programmatic data.

• Monitor fund deal flow and compile weekly team meeting reports and summaries.

• Gather impact data from portfolio companies.

• Provide organizational assistance as required.

⛳️ Requirements

• Bachelor’s degree in a relevant discipline, along with a graduate degree or equivalent experience.

• Over 5 years of professional experience with significant exposure to company investments.

• Proficient in developing financial models and performing sensitivity analyses.

• Investment experience in the health, food, co-op, or social entrepreneurship sectors.

• Skilled in preparing and negotiating complex transactions while balancing the programmatic needs of community-based organizations with underwriting judgment and risk management.

• Familiarity with one or more of Capital Impact’s five primary geographic areas.

• Proven ability to generate deal flow through personal connections and experience.

• Demonstrated interest and experience in impact investing.

• Experience as a board member or observer.

• Experience leading due diligence efforts for potential investments.

• Capable of engaging with bankers, investors, and other stakeholders.

• Advanced skills in writing, investment summaries, investment memos, PowerPoint, word processing, and spreadsheets.

• Ability to operate with minimal supervision.

• Proactive and independent in collaboration with team members and external partners.

• Excellent communication and presentation capabilities.

• Strong attention to detail, analytical skills, critical thinking, and organizational abilities.

• Exceptional written and verbal communication skills.

• Initiative to leverage knowledge and resources for problem-solving.

• Experience in prioritizing and managing multiple projects, tasks, and tight deadlines.

• Passionate about community and economic development, impact investing, and social justice.

• Advanced proficiency in Excel, Word, PowerPoint, and Google Suite; experience with Salesforce is a plus.

• Willingness to travel up to 20% of the time.

• Must be legally authorized to work in the United States; visa sponsorship is not available.

🏝️ Benefits

• Eligibility for annual discretionary incentives.

• Option for 100% remote work.

• Flexibility to work from Arlington, VA, California offices, or the New York City metropolitan area.

• Legally authorized employment in the United States (work visa sponsorship is not provided).