Investments Director

ImpactAlpha Inc.; Arlington, Northern (VA, KY); Hybrid; USD 142,000 - 190,000; Full time

Benefits offered by this job

Discretionary incentive

Flexible work location

Office in Arlington, VA

Remote work options

Job summary

Capital Impact Partners is seeking an Investments Director for its Impact Investment Group. The role focuses on sourcing and executing investments that generate equitable prosperity and strengthen community health nationwide.

You will work on portfolio companies, lead due diligence, build financial models, and report to stakeholders while collaborating across geographies. Located in Arlington, VA, California, New York City metro, or fully remote, the position offers flexible work locations and

Qualifications

• 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.
• Experience leading the due diligence process for potential investments.
• Strong written and verbal communication skills.

Responsibilities

• Proactively identify investment opportunities using own network and knowledge base.
• Screen new investment opportunities to assess their fit with the fund’s mandate.
• Develop financial models to assess cash requirements for milestones.
• Track progress of portfolio companies post investment.
• Support executives in board responsibilities and, over time, assume select board responsibilities.
• Coordinate due diligence processes and lead negotiations of terms.

Skills

Financial modeling

Due diligence

Investment analysis

Impact investing

Communication skills

Excel / Office

Travel coordination

Education

Bachelor's degree

Graduate degree or experience

Tools

Excel

PowerPoint

Google Suite

Salesforce

Job description

About Capital Impact Partners

Capital Impact Partners is a nonprofit community development financial institution (CDFI) that is transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. The organization operates through multiple entities, including an SEC-registered broker-dealer, MSRB-registered municipal advisor, FINRA-approved municipal advisor, and municipal securities broker-dealer, with FINRA/SIPC membership. These affiliated entities work in coordination to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. The organization offers a comprehensive suite of financial products and services designed to support economic development across the country. Through its integrated platform, Capital Impact Partners provides loan products tailored to various community needs, impact investment opportunities that align financial returns with social outcomes, training and business advising programs to build entrepreneurial capacity, and technology solutions that streamline access to capital. This holistic approach serves a diverse range of clients including small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception through expansion. Capital Impact Partners operates with a focus on five core geographies, strategically targeting regions where impact investments can drive meaningful change. The organization is committed to advancing social justice, economic development, and community prosperity by ensuring that when local leaders have the opportunity to succeed, their communities, residents, and the country as a whole thrive. The organization’s work emphasizes the connection between financial inclusion, economic opportunity, and systemic change in creating pathways to generational wealth for underserved communities.

About this Role

The Investments Director is an integral part of the Impact Investment Group, which is focused on making investments that generate equitable economic prosperity and promote community health throughout the country. This position plays a critical role in sourcing and executing impact investments while managing portfolio companies and supporting the development of the investments team’s infrastructure. The Director will be responsible for reporting to stakeholders, assisting in the management of fund-level performance, and working closely with portfolio companies across the country to generate measurable impact and rationalized investment returns. The Investments Director reports to the Managing Director of Investments and can be located in the Arlington, Virginia, California, or New York City metropolitan area offices, or work 100% remotely. This position offers flexibility in work location while requiring close collaboration with team members and external stakeholders across multiple geographies.

Responsibilities

• Proactively identify potential investment opportunities using own network and knowledge base
• Screen new investment opportunities to assess their fit with the fund’s mandate
• Analyze the competitive landscape for potential investments
• Work with and oversee junior-level professionals on the team
• Support and lead the due diligence process with potential investments
• Develop financial models to assess cash requirements for key milestones within potential investments and current portfolio companies
• Track progress of portfolio companies post investment
• Support executives in their board responsibilities and, over time, assume select board responsibilities
• Work on investment updates and valuations for quarterly and annual reports
• Coordinate due diligence processes
• Support and lead negotiation of terms for new investments
• Contribute to knowledge management and translation of project and programmatic data
• Track fund deal flow and coordinate reports and summaries for weekly team meetings
• Compile impact data for portfolio companies
• Provide organizational support as needed

Requirements

• 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 Partners’ 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, PowerPoint, and Google Suite (experience with Salesforce is a plus)
• Ability to travel up to 20% of the time

Benefits

• Salary range of $142,244 – $190,000 with potential eligibility for annual discretionary incentive
• Structure A: $142,244 – $170,000 for all locations except Structures B and C
• Structure B: $158,048 – $180,000 for Washington, D.C.; Maryland; Virginia (DMV); non-Bay Area California markets; and Massachusetts
• Structure C: $173,379 – $190,000 for New York; New Jersey; and the California Bay Area
• Flexible work location options (office in Arlington, VA; California; New York City; or 100% remote)

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