Current jobs related to Capital Integration Officer, Restorative Economies Initiative - San Francisco, California - Global Impact Investing Network
-
San Francisco, California, United States Climate Policy Initiative Full timeAbout the RoleThe Associate Director, Finance – Grants and Contracts will play a crucial role in supporting Climate Policy Initiative's global offices in implementing programs worldwide. This position reports directly to the Chief Financial Officer (CFO).Key ResponsibilitiesDevelop and implement financial strategies to ensure effective grants and contracts...
-
Capital One Software Lead Design Researcher
2 weeks ago
San Francisco, California, United States Capital One Financial Corp Full timeCapital One Software Lead Design ResearcherCapital One is seeking a Lead Design Researcher to join our team in San Francisco, California. As a key member of our design research team, you will be responsible for leading research initiatives to inform design decisions and drive business outcomes. Your expertise in design research will help us understand our...
-
Lead Design Researcher
2 weeks ago
San Francisco, California, United States Capital One Financial Corp Full timeJob Title: Lead Design ResearcherCapital One Software is seeking a highly skilled Lead Design Researcher to join our team. As a key member of our design research team, you will be responsible for leading research initiatives to inform design decisions and drive business outcomes.About the Role:Lead design research initiatives to inform design decisions and...
-
Senior Product Manager
4 weeks ago
San Francisco, California, United States Scopely Full timeAbout the RoleWe are seeking a Senior Product Manager to lead the strategic development and refinement of the in-game economy for an unannounced title in our Action Division. This role is pivotal in extending beyond conventional monetization efforts to encapsulate player engagement, retention, and social interactions within the game's ecosystem.Key...
-
Capital Markets Leader
2 weeks ago
San Francisco, California, United States Jobot Full timeJob OverviewAs a key member of the Plural Energy team, the Head of Capital Markets will be responsible for leading our capital-raising initiatives for renewable energy issuers. This role involves developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered...
-
Capital Markets Leader
2 weeks ago
San Francisco, California, United States Generate Inc. Full timeCapital Markets Role at Generate CapitalThis is a pivotal position that requires a seasoned professional to lead significant capital raising initiatives and manage strategic transactions that drive Generate's growth and success.The successful candidate will play a key role in shaping the company's capital markets strategy, focusing on origination,...
-
Capital Markets Leader
2 weeks ago
San Francisco, California, United States Jobot Full timeCapital Markets LeaderAt Plural Energy, we're shaping the future of private markets, renewable energy finance, and blockchain. As our Capital Markets Leader, you'll be responsible for leading our capital-raising initiatives for renewable energy issuers. This role involves developing and executing investor outreach strategies, cultivating relationships with...
-
Capital Markets Leader
1 week ago
San Francisco, California, United States Jobot Full timeCapital Markets LeaderAt Jobot, we're seeking a seasoned Capital Markets Leader to spearhead our renewable energy investment initiatives. As a key member of our team, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered...
-
Senior Product Manager
2 weeks ago
San Francisco, California, United States Scopely Full timeAbout the RoleWe are seeking a Senior Product Manager to lead the strategic development and refinement of the in-game economy for an unannounced title in our Action Division. As a key member of our team, you will be responsible for crafting and implementing an economic framework that optimizes revenue generation, player engagement, and retention.Key...
-
Capital Markets Leader
1 week ago
San Francisco, California, United States Jobot Full timeJob OverviewThis role involves leading capital-raising initiatives for renewable energy issuers, developing and executing investor outreach strategies, and cultivating relationships with key stakeholders.Key ResponsibilitiesDevelop and execute strategies to attract and secure capital from a diverse investor base.Cultivate and expand relationships with...
-
Capital Markets Investment Banking Analyst
2 weeks ago
San Francisco, California, United States RBC Capital Markets, LLC Full timeRBC Capital Markets, LLC is a leading provider of financial services, offering a wide range of products and services to corporations, institutional investors, and governments around the world. Our Global Investment Banking (GIB) platform provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for...
-
Strategic Capital Markets Leader
7 days ago
San Francisco, California, United States Generate Inc. Full timeCapital Markets Role OverviewThis position plays a pivotal role in shaping Generate Capital's capital markets strategy, focusing on origination, structuring, and execution of complex transactions.The successful candidate will lead significant capital raising initiatives and manage strategic transactions that are essential to the company's growth and...
-
Head of Capital Markets Strategist
2 weeks ago
San Francisco, California, United States Jobot Full timeJob Title: Head of Capital MarketsAt Jobot, we're seeking a seasoned professional to lead our capital-raising initiatives for renewable energy issuers. As the Head of Capital Markets, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through...
-
San Francisco, California, United States City and County of San Francisco Full timeJob DescriptionAs a key member of the Child and Family Well-being Division, the Cross Sector Strategic Initiatives Program Officer will play a critical role in planning, designing, and overseeing a portfolio of work that incorporates a multi-sector strategy approach across pediatrics, mental health, family support, and early care and education settings. The...
-
Head of Capital Markets Executive
7 days ago
San Francisco, California, United States Jobot Full timeCapital Markets Leadership OpportunityJobot is seeking a seasoned Head of Capital Markets to lead our capital-raising initiatives for renewable energy issuers. As a key member of our team, you will be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels...
-
Capital Strategies Director
2 weeks ago
San Francisco, California, United States DivcoWest Properties Full timeJob Title: Associate Director, Capital StrategiesDivcoWest Properties is seeking an experienced Associate Director to join our Capital Strategies team. This role will be responsible for leading and managing a team to execute fundraising initiatives, creating pitchbooks, marketing materials, and Private Placement Memorandums (PPMs).Key Responsibilities:Lead...
-
Senior Sales Account Executive
2 weeks ago
San Francisco, California, United States Square Capital Full timeSquare Capital is looking for a seasoned Account Executive to join our Outbound Sales Team. This role will work with all merchant verticals, emphasizing services, and will be responsible for creating an outbound strategy while partnering with the Business Development team to build a book of business. The ideal candidate will have a strong new logo sales...
-
Family Office Advisory Vice President
4 weeks ago
San Francisco, California, United States ICONIQ Capital Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President to join our Family Office Advisory team in San Francisco. As a key relationship management professional, you will be responsible for managing high net worth and ultra-high net worth client relationships, providing exceptional service and support to meet their complex needs.Key...
-
Managing Director of Programs
2 weeks ago
San Francisco, California, United States Kataly Foundation Full timeAbout the RoleKataly Foundation is seeking a seasoned professional to serve as its first-ever Managing Director of Programs. This critical role will play a key part in supporting and amplifying the Foundation's efforts across programmatic areas and within the organization broadly.Key ResponsibilitiesAct as a thought partner and strategic advisor to the CEO...
-
Capital Markets Manager
1 month ago
San Francisco, California, United States Upgrade, Inc. Full timeCapital Markets ManagerWe are seeking a highly skilled Capital Markets Manager to join our team at Upgrade, Inc. in San Francisco, CA. This role will be responsible for establishing and maintaining funding capital from relationships with institutional investors across all five of our lending products.Key Responsibilities:Analyze various financing options to...
Capital Integration Officer, Restorative Economies Initiative
2 months ago
Position Overview:
Located in the San Francisco Bay Area, the Integrated Capital Officer will be responsible for various key functions:
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 provided materials.
- Compile a bi-annual summary report for each organization detailing compliance with loan agreements and assessing impact.
- Evaluate overall portfolio performance through detailed analysis of bi-annual reports.
- Contribute insights from portfolio assessments to data tracking and narrative development for the Restorative Economies Fund.
- Present updates on the portfolio to the REF Team, Staff, and Board as necessary.
- Modify loan documents and notes to credit files as required.
- Conduct research and analysis on trends, gaps, and observations regarding the qualitative and quantitative performance and impact of REF's investments.
Relationship Management (15%)
- Alongside the Chief Investment Officer, perform 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 collaboration with the Managing Director, REF, and Director of Communications.
- Participate in events organized by ecosystem partners to stay informed about the field and foster strategic partnerships.
Loan Underwriting (20%)
- Assist the Chief Investment Officer in the underwriting and closing of new loans, which includes:
- Assessing community risk;
- Reviewing financial statements and impact reports;
- Monitoring the status of underwriting;
- Ensuring timely receipt of items on the due diligence checklist;
- Preparing sections of the credit memo;
- Proofreading and finalizing credit memo 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 the REF Program Officer 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 team 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, long-term disability, life insurance, and a supplemental health insurance plan.
- 401k Contribution: An employer contribution of 15% of salary (up to the legal maximum).
- Paid Time Off (PTO): A generous PTO program for any purpose.
- Paid Sick Time (PST): Separate accruals for sick time in addition to PTO.
- Other Time Off: At least 11 paid holidays, a two-week operational shutdown at year-end, 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 after one year of employment.
- Employee Discretionary Grants Program: A program allowing employees to direct grants to chosen organizations.
- Professional Development Budget: Annual funding for job-relevant conferences and educational events.
- Home Work Space Budget: A budget for creating a comfortable home workspace.
- Work From Home Monthly Allowance: A monthly allowance for business-related expenses incurred while working from home.
- Cell Phone Support: Financial assistance for a new cell phone every three years.
Qualifications:
The Ideal Candidate:
The organization values leadership from individuals within the communities served, believing it enhances resource and risk management. The ideal candidate will possess:
- Minimum 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.
- Comprehensive understanding of financial terminology, budgets, and reports, with comfort in detail-oriented numerical work.
- Ability to work both independently and collaboratively.
- 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, welcoming applicants from all backgrounds and committed to equity, diversity, and inclusion.