Investments Director

Capital Impact Partners; Arlington (TX); On-site; USD 142,000 - 190,000; Full time

Benefits offered by this job

Remote-friendly policy

Job summary

Capital Impact Partners seeks an Investments Director to source, structure and manage impact investments nationwide. You will lead due diligence, build financial models, and work closely with portfolio companies to drive measurable social and financial returns.

You will report to the Managing Director of Investments and collaborate with teams across Momentus Capital while supporting fund-level performance and governance. Remote-ready with occasional travel.

Qualifications

• Completion of a bachelor's degree in a relevant field, plus a graduate degree or equivalent experience.
• 5+ years investing into companies with strong analytical skills.
• Experience developing financial models and performing sensitivity analysis.
• Investment experience in health, food, co-op or social entrepreneurship sectors.
• Ability to balance community needs with underwriting judgment and risk mitigation.

Responsibilities

• Source and execute impact investments across the country.
• Manage portfolio companies and track performance.
• Lead due diligence processes and negotiate terms.
• Develop investment updates for quarterly and annual reports.
• Collaborate with executives and support board responsibilities.
• Prepare investment memos and compelling presentations for stakeholders.

Skills

Investment analysis

Financial modeling

Due diligence

Board interaction

Stakeholder communication

Excel/PowerPoint

Education

Bachelor's degree

Graduate degree

Tools

Excel

PowerPoint

Google Suite

Salesforce

Job description

About the Organization

The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.

We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.

Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents - and our country - thrive.

Position Summary

The Investments Director is an integral part of the Impact Investment Group that is focused on making investments that generate equitable economic prosperity and promote community health throughout the country. The Director will be responsible for sourcing and executing impact investments, managing portfolio companies, reporting to stakeholders, supporting the development of the Investments Team’s infrastructure within Momentus, and assisting in the management of fund-level performance. The Director will work closely with portfolio companies across the country to generate measurable impact and rationalized investment returns.

This position reports to the Managing Director of Investments and can be located in the Arlington, VA, California offices, or New York City metropolitan area and/or 100% remote.

Essential Responsibilities

• Proactively identifying potential investment opportunities using own network and knowledge base
• Screening new investment opportunities to assess their fit with the fund’s mandate
• Analyzing the competitive landscape for potential investments
• Working with and overseeing junior-level professionals on the team
• Supporting and leading the due diligence process with potential investments
• Working on financial models to assess cash requirements for key milestones within potential investments and current portfolio companies
• Tracking progress of portfolio companies post investment
• Supporting executives in their board responsibilities and, over time, assuming select board responsibilities
• Working on investment updates and valuations for quarterly and annual reports
• Coordinating due diligence processes
• Supporting and leading negotiation of terms for new investments
• Contributing to knowledge management and translation of project and programmatic data
• Tracking fund deal flow and coordinating reports and summaries for weekly team meetings
• Compiling impact data for portfolio companies
• Providing organizational support as needed

Professional Skills, Education and Experience

• Completion of a bachelor's degree in a relevant field, plus a graduate degree or relevant level of experience
• 5+ years of work experience in a position providing extensive exposure to investing into companies
• Experience developing financial models and conducting sensitivity analysis
• Investment experience in the health, food, co-op or social entrepreneurship sectors
• Demonstrated experience in preparing and negotiating complex transactions and balancing the programmatic needs of community-based organizations with sound underwriting judgment and risk mitigation
• Familiarity with one or more of Capital Impact’s five core geographies
• Ability to generate deal flow using own contacts and experience
• Demonstrated interest in and experience in impact investing
• Exposure to boards of directors as a member or observer
• Experience leading the due diligence process for potential investments
• Ability to interact with bankers, investors and others
• Highly skilled in writing investment summaries, investment memos, preparing PowerPoint presentations and related word-processing and spreadsheet skills
• Comfort working in an environment with little supervision
• Demonstrated ability to be proactive and organized in working independently, as well as in interacting with team members and external stakeholders (investors, companies, co-investors, etc.)
• Strong communication and presentation skills
• Strong attention to detail, analytical, critical thinking and organization skills
• Strong written and verbal communication skills
• Demonstrated ability to take initiative and leverage knowledge and resources to solve problems
• Experience prioritizing and managing multiple projects, assignments and meeting tight deadlines
• Passion for community and economic development, impact investing, and social justice
• Advanced user of Excel, Word, Power Point and Google Suite. Experience with Salesforce is a plus
• Ability to travel up to 20% of the time

The salary range for this position is $142,244 - $190,000 and may be eligible for an annual discretionary incentive.

• Structure A: $142,244 - $170,000 All locations except Structures B and C
• Structure B: $158,048 - $180,000 Washington, D.C.; Maryland; Virginia (DMV); non-Bay Area California markets; and Massachusetts
• Structure C: $173,379 - $190,000 New York; New Jersey; and the California Bay Area

All employees must be legally authorized to work in the United States. The company will not sponsor applicants for work visas.