Investment Associate

4 days ago

Seattle, Washington, United States Raza Development Fund Full time
About Raza Development Fund

Raza Development Fund (RDF) is a national, Latino-focused nonprofit Community Development Financial Institution (CDFI). Our mission is to close wealth and opportunity gaps in Latino and other under-resourced communities across the United States. We provide responsible and attainable financial solutions to community-based organizations focused on health, education, affordable housing, climate resilience, homeownership, and entrepreneurship.

About This Opportunity

This position is responsible for providing broad, community development underwriting support to RDF's industry-focused business unit Senior Directors. The Investment Associate will support Senior Directors in the development of custom-tailored financing solutions for complex structured transactions that involve public/private partnerships, traditional debt, grant capital, and/or tax credit financing.

Key Responsibilities
  • Adhere to RDF's core values, including a commitment to working in economic development endeavors with diverse, under-resourced communities.
  • Actively manage and monitor a portfolio of focused impact investments and provide deep, ongoing technical assistance to new and existing client relationships.
  • Serve RDF's clients as a trusted advisor throughout the full cycle of client relationships and provide high-value, technical assistance services, when necessary.
  • Apply knowledge of programs and policies.
  • Engage in industry groups and relevant conferences and events.
  • Develop and defend insightful investment theses by screening and underwriting financing requests, including analyzing community impact, historical and projected financial performance, management capacity, the feasibility of budgeted financing sources, and conducting prospect site inspection visits.
  • Present financing requests for approval and manage closings.
  • In collaboration with the loan operations team, complete post-closing financing follow-up activities, including project construction management, processing financing draw-down requests, and collect all applicable reporting requirements, as necessary.
  • Maintain a group calendar of events, including industry-related events, client groundbreakings, fundraisers; and represent RDF at those events, as necessary.
  • Collaborate with other industry-specific teams on financing opportunities, as necessary.
  • Perform other tasks, as assigned.
Qualifications
  • Education: A bachelor's degree in finance, economics, community development, or a related field.
  • Experience: 2-3 years of experience in investment banking, private equity, venture capital, impact investing, or related fields.
  • Financial Analysis Skills: Strong financial modeling skills, with the ability to evaluate complex investment opportunities.
  • Community Development Knowledge: Understanding of community development principles and practices for community facilities financing.
  • Knowledge of CDFIs and their role in providing capital to underserved communities.
  • Knowledge of community development finance, impact investing, and/or social entrepreneurship is a plus.
  • Communication and Relationship-Building Skills: Excellent communication and presentation skills, with the ability to convey complex ideas clearly and persuasively.
  • Ability to build and maintain relationships with community partners, investors, and other stakeholders.
  • Cultural competency and the ability to work effectively with diverse communities, particularly within the Latino/Hispanic community.
  • Passion for Social Impact: Passion for social justice, economic empowerment, and making a positive difference in underserved communities.
  • Teamwork and Collaboration: Ability to work effectively as part of a team, collaborating with colleagues across different departments and functions to achieve shared goals.
  • Flexibility and adaptability to work on multiple projects simultaneously in a dynamic environment.
  • Technical Proficiency: Proficiency in relevant software applications such as Microsoft Excel, financial modeling software, and databases used for impact measurement and reporting.

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