Investments Director

Capital Impact Partners•Arlington, VA

2d•Remote

About The Position

The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. The Investments Director is an integral part of the Impact Investment Group that is focused on making investments that generate equitable economic prosperity and promote community health throughout the country. The Director will be responsible for sourcing and executing impact investments, managing portfolio companies, reporting to stakeholders, supporting the development of the Investments Team’s infrastructure within Momentus, and assisting in the management of fund-level performance. The Director will work closely with portfolio companies across the country to generate measurable impact and rationalized investment returns. This position reports to the Managing Director of Investments and can be located in the Arlington, VA, California offices, or New York City metropolitan area and/or 100% remote.

Requirements

Completion of a bachelor’s degree in a relevant field, plus a graduate degree or relevant level of experience
5+ years of work experience in a position providing extensive exposure to investing into companies
Experience developing financial models and conducting sensitivity analysis
Investment experience in the health, food, co-op or social entrepreneurship sectors
Demonstrated experience in preparing and negotiating complex transactions and balancing the programmatic needs of community-based organizations with sound underwriting judgment and risk mitigation
Familiarity with one or more of Capital Impact’s five core geographies
Ability to generate deal flow using own contacts and experience
Demonstrated interest in and experience in impact investing
Exposure to boards of directors as a member or observer
Experience leading the due diligence process for potential investments
Ability to interact with bankers, investors and others
Highly skilled in writing investment summaries, investment memos, preparing PowerPoint presentations and related word-processing and spreadsheet skills
Comfort working in an environment with little supervision
Demonstrated ability to be proactive and organized in working independently, as well as in interacting with team members and external stakeholders (investors, companies, co-investors, etc.)
Strong communication and presentation skills
Strong attention to detail, analytical, critical thinking and organization skills
Strong written and verbal communication skills
Demonstrated ability to take initiative and leverage knowledge and resources to solve problems
Experience prioritizing and managing multiple projects, assignments and meeting tight deadlines
Passion for community and economic development, impact investing, and social justice
Advanced user of Excel, Word, Power Point and Google Suite. Experience with Salesforce is a plus
Ability to travel up to 20% of the time

Responsibilities

Proactively identifying potential investment opportunities using own network and knowledge base
Screening new investment opportunities to assess their fit with the fund’s mandate
Analyzing the competitive landscape for potential investments
Working with and overseeing junior-level professionals on the team
Supporting and leading the due diligence process with potential investments
Working on financial models to assess cash requirements for key milestones within potential investments and current portfolio companies
Tracking progress of portfolio companies post investment
Supporting executives in their board responsibilities and, over time, assuming select board responsibilities
Working on investment updates and valuations for quarterly and annual reports
Coordinating due diligence processes
Supporting and leading negotiation of terms for new investments
Contributing to knowledge management and translation of project and programmatic data
Tracking fund deal flow and coordinating reports and summaries for weekly team meetings
Compiling impact data for portfolio companies
Providing organizational support as needed