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Research and Advisory Services Manager
New York, NY
Organization Name: 
Transform Finance
Job Category: 

About Transform Finance

Transform Finance is a field-building nonprofit organization working at the intersection of capital and social justice. Founded in 2013 by Andrea Armeni and Morgan Simon, we are based in New York City and operate internationally through multiple program areas. Transform Finance envisions a world where capital is a tool for the advancement of real, transformative social change. Through thought leadership, trainings, convenings, and the Transform Finance Investor Network, we support all stakeholders, from community leaders and activists to investors and entrepreneurs, who are exploring a more just vision for the deployment of capital and redefining who wins and who loses in the economy.

Job Description

The Research and Advisory Services Manager is a new, key programmatic position with significant responsibility over Transform Finance’s ideation and output. Working closely with the Executive Director, the Research and Advisory Services Manager will be responsible for systematizing and growing the volume of special research projects, such as investor briefings and reports, generating high-level content, and supporting the organization’s growing advisory services.
We seek a thoughtful and energetic leader committed to social justice values, versed in finance and issues of the economy, and motivated by the idea of supporting the mission of our small, quirky, well-respected organization.


As Research and Advisory Services Manager you will have ownership of the following areas:
Research oversight
  • Contribute to the development of our research agenda
  • Update and expand existing materials to reach new stakeholders
  • Coordinate distribution and communications around products such as reports, briefings and website writeups
  • Develop and execute research plans
Project Management
  • Create work plans and concept notes for main research projects
  • Conduct research interviews and and summarize findings, identifying partners and research support when needed
  • Identify, supervise, and manage contracted and hired research staff and conduct quality control on delivered work
  • Look for and respond to RFPs and potential research and content production initiatives
Investor Advisory Services
  • Support the Executive Director and other staff in the identification of advisory projects and their execution
  • Respond to RFPs, develop deliverables, and oversee the research component
  • Support the organization through broad engagement, writing, public speaking, and advocacy
  • Respond to requests for meetings and interviews surrounding research items
  • Stay abreast of trends and developments in the field and contribute to the team’s overall knowledge
  • Draft smaller, substantive posts for online publication


  • Deep affinity for our mission and demonstrated commitment to the values of social justice
  • Outstanding research, writing, and communication skills
  • Strong understanding of finance and the capital ecosystem, in particular around impact investing
  • Experience in project management and research oversight; ability to identify research partners and contributors
  • Ability to relate to very diverse actors in a supportive manner and to be effective in a variety of settings, from investor boardrooms to the front lines of activism, and to carry messages across different audiences
  • Resourcefulness, thoroughness, and the ability to deliver under pressure with varying degrees of oversight
  • Creative thinking and intellectual curiosity
  • Based in or willing to relocate to NYC
Transform Finance is committed to living by its principles and seeks to provide growth opportunities for individuals who have historically been excluded from the realms of finance and nonprofit leadership. While the ideal candidate will have at least five years of experience in research, consulting, or journalism with a focus on finance or political economy issues, we will help the right individual grow into the position and take on progressively more responsibility based on demonstrated capacity to perform.

Application Instructions

Please submit an expression of interest highlighting your qualifications, accompanied by your CV, the names of two references (ideally from the impact investing, community organizing, or membership organization space), and a recent writing sample solely authored by you to [email protected]. Please feel free to submit any additional materials that you believe will support your application. Applications will be accepted on a rolling basis.

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