Capital Integration Officer, Restorative Economies Initiative
2 weeks ago
Position Overview:
Located in the San Francisco Bay Area, the Integrated Capital Officer will be responsible for various critical functions within the organization.
Management 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, and follow 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 impact.
- Conduct portfolio-wide performance evaluations based on the 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 REF Team, Staff, and Board as necessary.
- Modify loan documents and notes in credit files as required.
- Perform research and analysis on trends, gaps, and general observations regarding the qualitative and quantitative performance and impact of investments.
Relationship Management (15%):
- In collaboration with the Chief Investment Officer, conduct regular check-ins with our portfolio community to evaluate the current business landscape, including social and economic conditions of the served communities and organizational needs where support may be provided.
- Engage in funder briefings to capture essential updates and advocate for each borrower.
- Identify impactful stories to share with the Global Impact Investing Network team and the broader field in consultation with the Managing Director and Director of Communications.
- Participate in events organized by ecosystem partners to maintain awareness of the field and build strategic partnerships to enhance our work.
Loan Underwriting (20%):
- Assist the Chief Investment Officer in the underwriting and closing of new loans, which includes:
- Evaluating community risk;
- Reviewing financial statements and impact assessments;
- Monitoring the status of underwriting;
- Ensuring timely receipt of items on the due diligence checklist;
- Preparing sections of the credit memorandum;
- Proofreading and finalizing credit memorandum and materials for donor advised fund underwriting.
Grants Administration (10%):
- Support the REF Program Officer with inquiries from new grantees and manage the grants process.
- Assist in preparing grant memorandums for review and approval.
- Participate in decision-making meetings for new grantees.
- Contribute to special projects related to grant administration as needed.
Operations and Administration (5%):
- Identify and develop systems to enhance current processes.
- Contribute to the annual and periodic budget objectives for the Restorative Economies team.
- Collaborate with team members on various projects as appropriate.
- Support the development and well-being of the REF and broader organizational culture.
The Integrated Capital Officer must be based in the San Francisco Bay Area within the first six months of employment.
Compensation and Benefits:
Salary is competitive and commensurate with experience, with a range of $145,000 - $155,000. The organization offers a comprehensive benefits package, including:
- Group Insurance Benefits: Fully covered premiums for health, dental, and vision insurance, along with long-term disability and life insurance.
- 401k Contribution: An employer contribution of 15% of salary.
- Paid Time Off (PTO): A generous PTO program for various personal needs.
- Paid Sick Time (PST): Additional accruals for sick leave.
- Other Time Off: Paid holidays, operational shut-downs, and floating holidays.
- Reflection Week: A week dedicated to reflection on work-related topics.
- Paid Leaves of Absence (LOA): Up to four months paid LOA for pregnancy disability and family medical leave.
- Employee Discretionary Grants Program: A program allowing employees to direct grants to chosen organizations.
- Professional Development Budget: Annual funds for attending relevant conferences and educational events.
- Home Work Space Budget: A budget for creating an efficient home workspace.
- Work From Home Monthly Allowance: A monthly allowance for business-related expenses incurred while working from home.
- Cell Phone Allowance: Financial support for a new cell phone every three years.
Qualifications:
The Ideal Candidate:
The organization values leadership from individuals within the communities served and has invested in BIPOC-led organizations. The ideal candidate will excel in relationship management and be comfortable engaging with diverse populations transparently. Desired qualifications include:
- Minimum of 5+ years of experience in economic development, investing, lending, financial advocacy, or social movements.
- Strong verbal and written communication skills, with the ability to manage stakeholders effectively.
- Comprehensive understanding of financial terminology, budgets, and reports, with a detail-oriented approach.
- Ability to work independently and collaboratively as needed.
- Strong analytical skills to draw conclusions from financial and impact data.
- Excellent organizational skills and attention to detail.
- A deep understanding of systemic and institutional racism and its impact on risk assessment.
The organization encourages applications from candidates with diverse experiences, particularly those from social movements committed to advancing racial and economic justice.
Equal Opportunity Employer:
The organization is an equal opportunity employer and welcomes applicants from all backgrounds. We are committed to equity, diversity, and inclusion and strongly encourage applications from historically under-served and marginalized communities.
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