About the Role

• Social Finance Impact First Fund (IFF): Provides a holistic, diversified investment portfolio for individuals and institutions looking for an easy, efficient way to pursue impact-first investment opportunities. The Fund targets early-stage funds and enterprises that require impact-first investment to seed and grow promising strategies.  
• Impact Investing Advisory Services: We design, implement and manage custom impact investment solutions for individuals, foundations, family offices, and more. We provide a suite of services including stakeholder education, portfolio design and construction, impact measurement & management, and portfolio management.  

Key Responsibilities

• Contribute to market landscaping and research on impact issue areas
• Identify, form hypotheses on, and present new impact investment opportunities
• Engage in due diligence on investment opportunities, including reviewing and synthesizing data, conducting financial modelling, conducting reference calls and due diligence sessions, and preparing impact evaluations
• Identify and effectively communicate investment strengths, risks, and mitigants 
• Create investment memos to share analysis, key findings and recommendations  
• Conduct research, analyze data, and review evidence to support project design decisions, test hypotheses, and drive recommendations
• Create presentations and other deliverables to share analysis, key findings and recommendations for both internal teams and external partners
• Conduct interviews and focus groups with key stakeholders and synthesize key insights to drive decision-making
• Develop financial models to forecast portfolio capitalization, composition, returns, liquidity, and expenses for clients’ portfolios 
• Contribute to development of communications materials and other resources for investors / clients / partners 
• Support capital raise and investor relations, as needed
• Contribute to and support research efforts in social and environmental issue areas and interventions
• Support analysis and writing for responses to proposal documents (i.e. Requests for Proposals) and concept notes for potential business development opportunities
• Support content development and independently project manage for convenings, webinars, and other events  
• Contribute to capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects \
• Provide real-time feedback to team members to support professional growth and contribute to high-quality deliverables
• Support our goal to foster a culture of well-being and belonging   
• Support senior management, internal functional teams, and Social Finance project teams as needed 

Qualifications

• 2-5 years of full-time professional experience with at least 2 years of transactional experience within impact investing, investment banking, private credit, venture capital, or private equity (demonstrated formal investment training is a plus) 
• Advanced experience in Excel and financial modeling 
• Advanced PowerPoint experience
• Strong analytical and quantitative skills
• Clear and concise verbal and written communication skills
• Ability to quickly research, synthesize and summarize key takeaways on unfamiliar topics
• Ability to communicate and work closely with many types of partners across multiple sectors; willingness to constructively express your point of view and hear the point of view of others, both internally and externally
• Commitment to high quality work and accuracy, with an ability to manage multiple and competing priorities simultaneously
• Capacity to work independently while contributing to team projects as appropriate
• Demonstrated interest in and knowledge of or willingness to learn about key social and environmental issues, interventions, and/or impact investing
• Ability to adapt and be flexible
• Commitment to enhancing a team culture of inclusion, belonging and equity
• Experience in or with the systems we seek to impact is preferable  

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