About the Role

Key Responsibilities

• Maintain a robust pipeline of potential investments through proactive sourcing of potential borrowers;
• Regularly speak with potential applicants and referral partners to explain the investment strategy and criteria of Open Road;
• Serve as primary, external facing point of contact for qualified applicants, managing a portfolio of  relationships;
• Shepherd potential applicants through the applications and due diligence process including: conduct initial conversations, provide feedback on draft applications, perform financial analysis, conduct reference checks, coordinate final interviews, prepare briefings for the Investment Committee, participate in all aspects of vetting, and make investment recommendations;
• Underwrite a portfolio of bridge loans, typically between 10 - 12 loans per year; analyze financial statements, write internal investment memos, structure transactions and negotiation of key terms, including term sheets and loan agreements;
• Conduct research and compile briefings on prospective borrowers and impact investing partners, product development and other topics, as needed.
• Build relationships with key actors in the impact investing ecosystem and represent Open Road at industry events and conferences.
• Maintaining an open line of communication with borrower/partners at all times;
• In conjunction with the Portfolio Team, act as a backup relationship manager once loan has been made, checking in with partners on an as needed basis, assisting with the repayment process for originated loans, including flagging any potential credit issues; 
• Proactively develop knowledge resources and thought leadership, including preparing investment updates, identifying best practices for bridge financing products, and documenting learnings to be shared within Open Road and externally.

Qualifications

• Bachelor’s degree required; master’s degree in relevant field a plus though not required;
• Four to six years of relevant work experience, preferably in impact investing, finance, philanthropy, and/or consulting;
• Demonstrated track record of leading and closing investments, including an understanding of investment instruments (private debt, equity, etc).
• Strong analytical and quantitative skills, including ability to identify and assess risk and analyze and understand complex financing structures. Comfort with financial statements and corporate finance required;
• Project management-related or analogous experience preferred;
• Strong interpersonal and communication skills (oral and written);
• Ability to work on multiple opportunities across products and sectors while working to deadlines and managing time effectively;
• Strong comfort with and demonstrated ability to learn technology tools, project management systems (Asana), and communication systems (Slack);
• Highly proficient with Microsoft Office applications, specifically Excel for financial modeling.
• Highly proficient with Salesforce or a strong desire to learn;
• As a member of a small team, a flexible and “hands on” approach is a prerequisite.

Apply Here