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Capital Integration Officer, Restorative Economies Initiative

2 months ago


San Francisco, California, United States Global Impact Investing Network Full time

Positioned within a leading organization focused on social impact, the Integrated Capital Officer will undertake responsibilities across several key domains:

Oversight of Integrated Capital Investment Portfolio (50%)

  • Ensure timely submission and receipt of comprehensive bi-annual reports from our donor-advised fund provider for each borrower.
  • Analyze bi-annual reports to evaluate the financial and operational stability of each borrower, following up to address any inquiries or concerns regarding the submitted materials.
  • Compile a bi-annual summary report for each organization, detailing compliance with loan agreements and assessing overall impact.
  • Assess portfolio-wide performance through detailed analysis of bi-annual reports.
  • Contribute insights from portfolio assessments to data tracking and narrative development for the Restorative Economies Initiative.
  • Deliver portfolio updates to the team, staff, and board as necessary.
  • Modify loan documents and update credit files as required.
  • Conduct research and analysis on trends, gaps, and observations regarding the qualitative and quantitative performance and impact of investments.

Stakeholder Engagement (15%)

  • In collaboration with the Chief Investment Officer, perform regular check-ins with our portfolio community to evaluate the current business landscape, including social and economic conditions and organizational needs where support may be provided.
  • Engage in funder briefings to gather essential updates and advocate for each borrower.
  • Identify impactful narratives to share with the organization and the broader field in coordination with the Managing Director and Director of Communications.
  • Attend events hosted by ecosystem partners to stay informed about the field and foster strategic partnerships.

Loan Evaluation (20%)

  • Assist the Chief Investment Officer in the evaluation and finalization of new loans, which includes:
  • Assessing community risks;
  • Reviewing financial statements and impact assessments;
  • Monitoring the status of loan evaluations;
  • Ensuring timely receipt of due diligence checklist items;
  • Drafting sections of credit memoranda;
  • Final proofreading and preparation of credit memoranda and materials for donor advised fund submission.

Grant Management (10%)

  • Support the Program Officer with inquiries from new grantees and manage the grants process as needed.
  • Assist in the preparation of grant memoranda for review and approval.
  • Participate in decision-making meetings regarding new grantees.
  • Contribute to special projects related to grant management as necessary.

Operational Support (5%)

  • Identify and develop systems to enhance existing processes.
  • Contribute to the annual and periodic budget objectives for the team.
  • Collaborate with team members on various projects as appropriate.
  • Support the development and positive culture of the organization.

The Integrated Capital Officer must be located within the designated area within the first six months of employment.

Compensation is competitive and commensurate with experience, with a salary range of $145,000 - $155,000, along with a comprehensive benefits package.

  • Insurance Benefits: Fully covered premiums for health, dental, and vision insurance, along with long-term disability and life insurance.
  • Retirement Contribution: An employer contribution of 15% of salary to a 401k plan.
  • Paid Time Off: A generous program for personal time off.
  • Sick Leave: Accruals for separate sick leave.
  • Additional Time Off: Paid holidays, a two-week operational shutdown, and floating holidays.
  • Reflection Week: A dedicated week for employees to engage in reflective practices related to their work.
  • Paid Leaves of Absence: Paid leave for pregnancy disability and family medical leave, along with unpaid personal leave options.
  • Discretionary Grants Program: A program allowing employees to direct grants to chosen organizations.
  • Professional Development Budget: Annual funding for educational events and professional growth opportunities.
  • Home Workspace Budget: Initial budget for creating an efficient home workspace.
  • Monthly Allowance: Monthly support for business-related expenses incurred while working from home.
  • Cell Phone Allowance: Financial support for a new cell phone every three years.
Qualifications

Ideal Candidate Profile:

The organization values leadership from individuals within the communities served, believing this enhances resource management and risk assessment. The ideal candidate will possess:

  • A minimum of 5+ years of experience in economic development, investment, lending, financial advocacy, or social movements.
  • Strong communication skills, both verbal and written, with the ability to manage diverse stakeholders.
  • A comprehensive understanding of financial terminology, budgets, and reports, with comfort in detail-oriented numerical analysis.
  • The ability to work both independently and collaboratively, as required.
  • Strong analytical skills to draw insights from financial and impact data.
  • Excellent organizational skills and attention to detail.
  • A deep understanding of systemic and institutional racism and its implications for risk assessment.

The organization encourages applications from individuals with diverse experiences, particularly those from social movements, who are committed to advancing racial and economic justice.

Application Process

For this engagement, a specialized search firm has been retained. Interested candidates are encouraged to express their interest through the designated channels. All inquiries will be treated with strict confidentiality.

The organization is committed to providing reasonable accommodations for individuals with disabilities. Qualified individuals requiring assistance in the application process should reach out through the appropriate channels.

All applicants must be authorized to work in the United States without the need for visa sponsorship.

The organization is an equal opportunity employer, welcoming applicants from all backgrounds and communities, and is committed to equity, diversity, and inclusion.