Impact Investment Associate

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for an Impact Investment Associate to support its community development lending and impact investing initiatives.

The Impact Investment Associate is a key member of the Investment team responsible for operational support of Inclusiv/ Capital. This position will be responsible for supporting and managing relationships with investees and investors, program and portfolio administration, financial and impact analysis, and managing the Social Impact Deposits Platform. This is a great opportunity for someone interested in developing experience with values aligned investing, community finance, portfolio management, and impact analysis.  This position reports to the Director of Inclusiv Capital.

Inclusiv/Capital is an impact investor that helps Community Development Credit Unions (CDCUs) strengthen their finances and expand their impact on low-income communities. Inclusiv’s current investment offerings are designed to increase liquidity, boost net worth, and reduce credit unions’ risk so our member CDCUs can achieve greater impact in their local communities.

Responsibilities

Manage Inclusiv Social Impact Deposits Platform

• Program management and administration of the Inclusiv Impact Deposits Platform
• Promote and explain program to investors and users
• Direct administration of investment platform
• Liaison with platform partner
• Identify and implement platform enhancements

Lending and Program Administration

• Assist with loan application reviews and underwriting, including financial analysis and submission of complete applications
•  Assist with loan and portfolio administration
• Loan servicing, tracking and reporting/ compliance and relationship management
• Assist with monthly and quarterly financial and impact reporting
• Assist with development and updating Inclusiv/Capital materials (product summaries, website, and investor pitch decks)
• Provide programmatic and administrative support
• Schedule meetings, manage program calendar, file organization and management, and maintain meeting minutes
• Support capital raising, research, and other duties as projects evolve

Essential Experience, Skills and Attributes

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Undergraduate Degree
• Min. 1-3 years of work experience
• Project management experience and strong analytical skills
• Demonstrated ability to work as part of a team within mission-driven work environment
• Ability to bring clarity, structure and discipline to complex projects
• Excellent computer skills, proficiency in Word, Excel & PowerPoint required; Experience with Salesforce preferred
• High level of integrity, personal organization and flexibility
• Dynamic, self-starter with high attention to detail
• Ability to prioritize and organize task completion in alignment with strategic goals
• Excellent communication skills both verbal and written
• Authorized to work in the US

This is a full-time position (40 hours per week) based in New York City.

Please submit a cover letter, resume and salary requirements. Resumes for this position will be accepted on a rolling basis until the position is filled. 

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions that 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.