Sr. Investments Manager

Background

Capital Good Fund (“Good Fund”) is a nonprofit, U.S. Treasury-certified Community Development Financial Institution headquartered in Providence, RI. Founded in 2009, our mission is to create pathways out of poverty and advance a green economy through inclusive financial services. Good Fund employees are committed to using financial services to transform the lives of those we serve.

Summary

The Senior Investments Manager will support two areas of Capital Good Fund’s work; generally, the role will support Good Fund’s Investor Relations team by supporting with general capital raising, process, administrative support, and customer service related to Capital Good Fund’s investments; second, the role will additionally support other programming such as the EPA’s Solar for All award in Georgia by raising private debt capital, including bridge capital as well as long-term debt to leverage grant funding. This role will work closely with the Senior VP of Investor Relations to raise capital, structure and manage investments, oversee reporting required by creditors, and support relationship management across both Capital Good Fund’s programs as well as the Solar for All award. The role will also be responsible for maintaining internal tracking systems, such as Salesforce and Monday.com, to ensure on-time deliverables and thorough follow-up with investors. This position plays a critical role in maintaining strong relationships with investors and ensuring smooth financial operations for the program and is an opportunity to play an important role in increasing the reach of Greenhouse Gas Reduction Fund money for expanded reach and impact in the State of Georgia. The role also provides a unique opportunity to support collaborating with other GGRF grantees to create sustainable investment structures to further clean energy amongst low-income communities. Last, the role supports a key function in the organization related to raising flexible capital needed to fund Good Fund’s underlying products and services.

Responsibilities

Essential duties and responsibilities include the following. Other duties may be included as assigned:

Support in creditor diligence:

• Create data rooms and document sharing.
• Compile and provide documents as creditors require, including financials, organizational records, internal manuals/policies, data or impact reports, and any other materials required by investors to diligence potential investments.
• Coordinate with internal and external stakeholders to align creditor impact goals with impact outcomes.
• Support in communicating with other stakeholder groups, i.e. other Solar for All GGRF awardees to coordinate efforts, pool resources, and establish effective investment structures to align programmatic debt needs with creditor interests.

 

Support in managing new leads and outreach:

• Organize internal documentation related to outreach and communications for new leads.
• Update internal systems related to lead tracking, such as Salesforce, Monday.com, and internal tracking documents.
• Research new potential leads to identify alignment.
• Support the creation of summary and outreach materials.

Lead debt-related reporting:

• Track deadlines and requirements for monthly, quarterly, and annual reports, including financial reporting, impact reporting, and other reporting required by creditors.
• Maintain internal systems, processes, and documentation related to reporting.
• Ensure organization and documentation of all reporting provided to creditors.
• Support and inform proper data systems are in place to collect all impact data required to be included in reporting, and proper workflows are implemented to ensure the accuracy and completeness of data.
• Support in facilitating information required to report on debt as required under EPA’s Solar for All award.

Investment processing:

• Process, file, organize, and track documentation for each investment.
• Ensure proper updates to internal systems, such as Salesforce, Monday.com, etc.
• Suggest improvements to ensure more efficient and accurate internal procedures for processing creditor payments.
• Track and manage investment maturity and plan for repayment or engage with investors on potential rollover.

Investor communications:

• Manage all communications and correspondence and provide general customer service to Good FundSolar for All Investors.
• This could include webinars, calls, emails, newsletters, or other general communications.

Requirements

Required Skills, Knowledge, and Abilities:

• Bachelor’s degree in Finance, Business Administration, or related field.
• Minimum of 5 years of experience in investor relations, financial services, or related field.
• Strong proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
• Experience with CRM software, preferably Salesforce.
• Excellent organizational skills with meticulous attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Understanding of financial reporting and investment management principles.
• Knowledge of data privacy and security practices related to financial information.

Preferred Skills, Knowledge, and Abilities:

• Experience with similar solar energy or renewable energy financing programs.
• Familiarity with impact investing and ESG (Environmental, Social, and Governance) reporting.
• Knowledge of CDFI (Community Development Financial Institution) operations and reporting.
• Experience in creating financial models and data visualizations.
• Understanding of regulatory compliance related to private debt offerings.
• Proficiency in data analysis and business intelligence tools.
• Certification in investor relations or financial analysis (e.g., CFA, CIRA).

Compensation and Benefits

Training and Compensation

The Sr Investments Manager will receive extensive training on all of Capital Good Fund products, processes, customer relationship management software, workflow expectations, customer service best practices, and all that is needed to succeed in the Sr. Investments Manager role.

This is a full-time position.  The salary range for this position is $90,000.00-$110,000.00 annually commensurate with experience and qualifications.

Any offer of employment is contingent upon completion of a background check.

How to Apply

You can apply directly through our careers site by clicking the link below:

Apply for Sr. Investments Manager with Capital Good Fund

No recruiters or agencies please