Investment Coordinator

Position Summary

The Investment Coordinator plays a supporting role in administering Realize Impact's Philanthropic Investment Grant (PHIG) and Investment Partnership programs. This position is responsible for working with PHIG & Partnership staff to coordinate the day-to-day administration of the programs, including PHIG onboarding and investment administration, donor-investor communications, maintaining partnership records, and ensuring accurate investment tracking, reporting, and program documentation.

The Investment Coordinator serves as a secondary operational point of contact for donor-investors and partner organizations and works closely with the PHIG & Partnerships team, Finance & Operations team, organizational leadership, and external stakeholders to deliver an exceptional experience throughout the investment and partnership lifecycle.

This role collaborates across program, finance, and operations functions to support organizational priorities, improve processes, and contribute to the success of a growing, mission-driven organization. The ideal candidate is highly organized, analytical, and passionate about supporting innovative organizations creating meaningful social and environmental impact.

What You Will Do

PHIG & Partnerships Program Administration

• Coordinate the day-to-day administration of Realize Impact's PHIG & Investment Partnerships programs
• Coordinate onboarding and setup of newly approved PHIG participants, donor-investors, and partner organizations
• Maintain accurate program records, documentation, and tracking systems
• As needed, support the PHIG & Partnerships team with initial due diligence on prospective PHIG opportunities and Partnership initiatives
• As needed, support the preparation of recommendation materials and supporting documentation for Investment Committee review and approval processes

Donor-Investor and Partner Support

• Serve as a secondary operational point of contact for donor-investors, investees, and partner organizations
• Assist the PHIG & Partnership staff in supporting donors, investees, and partners with operational questions, reporting requirements, and program processes
• Coordinate routine communication and follow-up activities with donor-investors, investees, and partners
• Help ensure donors and partners remain informed and supported throughout their engagement with Realize Impact
• Foster strong relationships with donor-investors, investees, and ecosystem partners

Donations, Investments & Reporting

• Coordinate donation processing, investment administration, and related program activities
• Track and monitor donations, investments, repayments, returns, and program transactions
• Manage donor acknowledgements, tax receipts, reporting notifications, and related communications
• Maintain accurate records of donations, investments, and program transactions
• Support reporting activities for donors, partners, and organizational leadership

Program Operations & Data Management

• Support program staff in maintaining PHIG and Partnership tracking systems, reporting tools, and program records
• Ensure supporting documentation is organized, complete, and accessible
• Assist with monitoring program metrics and preparing reporting and analysis
• Identify opportunities to improve workflows, documentation, and operational efficiency
• Support compliance and recordkeeping requirements associated with PHIG and partnership activities

Organizational Development & Communications

• Contribute to organizational communications, marketing initiatives, and ecosystem engagement efforts
• Draft PHIG and Partnership content for RI newsletters, blog, and social media
• Support special projects and strategic initiatives that advance organizational goals
• Participate in process improvement and organizational development efforts as needed

Cross-Functional Collaboration & Organizational Support

• Collaborate across program, finance, operations, and growth functions to support organizational priorities and ensure a seamless stakeholder experience.
• Provide backup and operational support across organizational programs and workflows during periods of increased demand, staff absences, or organizational transitions.
• Participate in cross-functional projects, special initiatives, and other organizational priorities as needed.

Who You Are

• Bachelor’s degree or equivalent professional experience required
• Professional proficiency in English is required
• Minimum of 1 year of relevant experience, 2+ years preferred in nonprofit operations, program administration, project management, philanthropy, impact investing, grants administration, or related fields
• Strong organizational and time management skills
• Exceptional attention to detail and commitment to accuracy
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines simultaneously
• Strong relationship-building and stakeholder management skills
• Self-motivated and comfortable working independently in a remote environment
• Adaptable and comfortable operating in a growing and evolving organization
• Passion for social impact, philanthropy, and mission-driven work

Preferred Qualifications

• Experience in nonprofit administration, grants management, or donor services
• Familiarity with impact investing, philanthropy, or donor-advised funds
• Experience with CRM systems, project management tools, and reporting platforms
• Investment banking experience
• Graduate education in nonprofit management, business, or a related field is a plus
• Fluency in French is a plus
• Prior experience working in a fully remote environment

What You Will Get From Us / Benefits

• Professional growth opportunities
• Flexible remote work environment
• 38 days of paid time off, including 18 local holidays and 20 personal/vacation days
• Eligible for an annual performance bonus
• Home office support in accordance with company guidelines
• Professional development support and stipend for reasonable learning and development expenses
• Competitive compensation aligned with experience and qualifications
• Opportunity to work directly with organizational leadership, funders, entrepreneurs, and ecosystem partners

• Professional growth opportunities
• Flexible remote work environment
• 38 days of paid time off, including 18 local holidays and 20 personal/vacation days
• Eligible for an annual performance bonus
• Home office support in accordance with company guidelines
• Professional development support and stipend for reasonable learning and development expenses
• Competitive compensation aligned with experience and qualifications
• Opportunity to work directly with organizational leadership, funders, entrepreneurs, and ecosystem partners

• Bachelor’s degree or equivalent professional experience required
• Professional proficiency in English is required
• Minimum of 1 year of relevant experience, 2+ years preferred in nonprofit operations, program administration, project management, philanthropy, impact investing, grants administration, or related fields
• Strong organizational and time management skills
• Exceptional attention to detail and commitment to accuracy
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines simultaneously
• Strong relationship-building and stakeholder management skills
• Self-motivated and comfortable working independently in a remote environment
• Adaptable and comfortable operating in a growing and evolving organization
• Passion for social impact, philanthropy, and mission-driven work