Training Associate

Inclusiv seeks a passionate, dynamic, experienced professional with background in clean and green energy solutions, climate finance, and adult learning to support the Climate Finance Training program at Inclusiv’s Center for Resiliency and Clean Energy. 

The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire. The climate finance training program was launched with generous grant support from the U.S. Department of Energy. The Center provides training and technical assistance in climate finance to Community Development Financial Institutions, Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven and community-based lenders. 

In just over three years, the Center has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team. 

The Training Associate will be responsible for supporting all aspects of the climate finance training program. The ideal candidate will have supported training programs that serve adult learners, preferably financial institution lending staff, with a demonstrated interest and passion in training other lending professionals to create flexible financing vehicles to stimulate and grow the availability and deployment of clean and green energy solutions, particularly among low- and moderate-income residents and communities

Based in our New York City office, the Associate will support and advise on in-person and online training curriculum for lenders, engage community lending professionals in a learning network, and support and guide the implementation of green lending programs.

Primary Responsibilities

The Training Associate is a key member of Center for Resiliency team, with responsibilities for building and delivering lending capacity at 100-150 financial institutions each year. 

Specifically, the Training Associate will report to the VP, Center for Resiliency and Clean Energy to support all aspects of training program design and implementation, working in close partnership and coordination with the University of New Hampshire and colleagues at Inclusiv. Specific responsibilities include: 

Training Strategy, Delivery and Schedule

• gaining an understanding of how day-to-day work links to overarching training strategy and goals;

• supporting the VP, Center for Resiliency, and training instructors with the logistics of building new courses (including, but not limited to, coordinating and project managing course curriculum, helping clean up and fact-check PowerPoint lectures, loading lectures and assignments into the online learning management system, proofreading content and testing course user experience on the learning management system, etc.)

• organizing and prioritizing time to meet deadlines based on overall training schedule;

• conducting internet research as needed to assist instructors that are developing curriculum for new courses and refreshing existing courses;

• providing support with project management tasks for all courses (currently five different courses that each run 2-4 times per year). This could include supporting instructors in course planning, instructor preparation, and course execution. More information on these courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series;

Instructor Support

• provide support to VP, Center for Resiliency and Clean Energy as needed for administration related to contracted instructors (joining instructor interviews, collecting new hire paperwork, ensuring instructors submit compliant invoices on time, general instructor communications;

Communication and Promotion

• executing on communications and outreach plans to recruit applicants for the training program through speaking engagements, social media, email campaigns, website, and other channels;

Application, Selection and Enrollment of Students

• reviewing hundreds of student applications each year to identify lending professionals that qualify for the courses;

• interviewing top student candidates to screen them for readiness to launch green loan programs;

• implementing the student enrollment process;

• tracking detailed enrollment information and preparing qualitative and quantitative reports for grants and investors;

Coordination with Inclusiv offices (Center team members, Fiscal, etc.)

• collecting data for quarterly training goals and outcomes, including commitments to government grant programs, philanthropic supporters, investors, and other funders;

• partnering with VP, Center for Resiliency and the Director of Development to produce grant reports;

• partnering with the Center for Resiliency Training Alumni Director to transition students from training to alumni program during and after each cohort;

• may include occasionally representing Inclusiv during webinars; and

• other duties as needed and as projects evolve.

Qualifications

• Bachelor’s degree required; Master’s Degree preferred in clean energy, climate finance, and/or related fields;

• 2-3 years relevant work experience in clean energy, adult learning, project management and/or community development finance;

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence;

• Preference for candidates who have a commitment to, and, ideally, experience working with communities of color; 

• Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results;

• Demonstrated ability to establish and build relationships with a diverse array of people and organizations;

• Excellent communication and writing skills, including spelling, grammar, punctuation, composition, editing and proofing;

• Detail-oriented, with the ability to rapidly review and edit written documents, including curriculum plans, lecture notes, PowerPoint decks, etc.

• Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals;

• Preference for candidates comfortable thriving in a rapidly-evolving program, and shifting work priorities in response to changing conditions;

• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.

About Inclusiv 

Inclusiv is a non-profit and CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network of member Community Development Credit Unions and the communities they serve. Our mission is to help low-income people achieve financial independence through credit unions. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). Inclusiv members serve over eight million residents of low-income urban, rural and reservation-based communities across the US and hold over $99 billion in community-controlled assets.  At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Inclusiv offers major medical including vision and dental. We also offer vacation and sick time for full-time staff. We offer a match towards the pension plan after 1 year of full-time employment.

This position requires a candidate with excellent communication and writing skills, including spelling, grammar, punctuation, composition, editing and proofing. The person must be detail-oriented, with the ability to rapidly review and edit written documents, including curriculum plans, lecture notes, PowerPoint decks, etc.