Forsyth Street is a New York City-based asset management, real estate and financial advisory firm founded in 2003. The firm has three primary lines of business:
* Asset Management – Forsyth Street has developed, capitalized, and currently manages several industry-leading investment funds and utility-scale renewable energy partnerships.
* Financial Advisory – Forsyth Street provides a suite of financial advisory services, including product and program design, underwriting, capital sourcing, and assistance with the issuance of municipal debt.
* Real Estate Development – Forsyth Street provides independent advisory services for real estate and affordable housing developers, including assistance with site selection, feasibility and market analysis, capital sourcing and transaction execution.
The firm currently has nineteen employees with backgrounds in real estate and affordable housing development, tax credit syndication, public service, municipal finance, and conventional lending. Since its formation, Forsyth Street has completed over $4 billion in principal amount of transaction volume. The firm works with a diverse range of clients, including public agencies and units of government, for-profit and non-profit real estate developers, philanthropies, investment banks, institutional investors, private lenders, and community development financial institutions.
Forsyth Street is an affirmative action, equal-opportunity employer.
Forsyth Street is seeking a motivated self-starter with demonstrated affordable housing finance skills to become an integral member of the firm’s Affordable Housing Transaction division.
Primary responsibilities for the position will include feasibility analyses, deal structuring, project underwriting, project management and client support for both not-for-profit and for-profit clients.
3-5 years of professional experience, with at least 3 years of related job experience in a lending and/or underwriting capacity, primarily in the affordable housing sector.
Excellent quantitative, spreadsheet, and financial analytical skills.
Strong writing, oral presentation, and digital presentation skills.
Strong communication skills in a highly interactive team setting, with a broad range of public, private, and non-profit sector clients.
Strong problem-solving abilities, attention to detail, and project management skills with multiple, time-sensitive work assignments.
Highly-qualified candidates will have:
Knowledge of Federal, New York State and New York City affordable housing programs.
Demonstrated history of leadership or substantial involvement (volunteer or otherwise) towards advancing public service and/or social good.
Graduate degree in related field.
Management and/or supervisory experience.
Salary is commensurate with experience. Competitive benefits including health insurance.
How to Apply:
To apply interested applicants should forward a resume and cover letter to: firstname.lastname@example.org.
Pacific Community Ventures envisions a world of thriving communities where everyone has a fair shake. Our mission is to invest in small businesses, create good jobs for working people, and make markets work for social good. We achieve our mission through a combination of fair lending, free mentorship, skilled volunteerism, impact investment consulting services, and field-building research. PCV serves communities left behind by traditional banking and entrepreneurial services, including women, people of color and residents of low- to moderate-income communities. We are especially interested in candidates who are reflective of the communities we serve.
Are you passionate about building a more equitable society? If so, please consider joining Pacific Community Ventures as our Development Manager. This role is critical to achieving our mission and includes working with our CEO and team to (1) manage our growing pipeline of grant opportunities; (2) produce grant proposals and status reports; and (3) manage Salesforce, which serves as an integrated fundraising, marketing and programs database.
Why You’re Needed
PCV is a dynamic, growing nonprofit social enterprise and we need an energetic go-getter to manage our grant portfolio. We’re seeking a strategic thinker with keen attention to detail, strong writing skills, and Salesforce database experience who is excited about researching and managing a pipeline of funding opportunities, and who thrives when working across all levels and areas of an organization.
This position reports to the President and CEO and works closely with the Director of Marketing and Communications, and the leaders of our Small Business and Impact Advisory programs. This is a wonderful opportunity for a strategic thinker who thrives on collaboration to strengthen our grant pipeline, currently at over $2M annually, which in turn enables us to serve more people, more effectively.
Manage and help grow our pipeline of grant opportunities from multiple sources including foundations, government, and financial institutions
• Manage and maintain PCVs list of existing funding partners with grant proposal and status report deadlines through Salesforce.
• Research and monitor new fundraising & grant-making initiatives that might be relevant to PCV so that we are always on the forefront of new fundraising opportunities, maintaining strong pipeline tracking reports in Salesforce.
• Participate alongside members of our Leadership Team in meetings with funders and potential funders, as needed
Produce grant proposals and status reports
• For each potential funding opportunity, work with our Leadership Team to develop a grant strategy and budget, write proposals, and submit the grant.
• For each grant secured, write grant status reports and manage a calendar of report due dates, including assessing the information required and coordinating the internal resources to ensure reports are submitted on time.
Manage Salesforce, which serves as an integrated fundraising, marketing and programs database
• Proactively work across teams to integrate Salesforce maintenance best practices so it becomes an effective resource for the organization.
• Manage our external Salesforce support team: screen and select new support contractor, oversee monthly database maintenance, manage 3rd party application integration (Apsona, Geopointe, ValidityTools), ensure adequate reference material is available to staff, direct incremental updates as needed to ensure continued usefulness of database.
• At least two years’ experience in grant writing and reporting, development or related field
• At least two years’ experience with Salesforce; proficiency with MS Office
• An outstanding writer able to succinctly and persuasively communicate to multiple audiences.
• Able to effectively manage multiple projects simultaneously; highly organized.
• Self-starter with lots of initiative who thrives on collaborating with multiple team members.
• College degree.
Commensurate with experience
PCV provides excellent benefits for both part-time and full-time employees including: health and dental insurance, paid time off and holidays.
How to Apply:
To apply for this position, please submit a resume and cover letter to: HR@pcvmail.org. Please include the title of Development Manager in the subject of your email. Thanks!
PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.
Who we are:
For over 25 years, CSH has been a game-changer for the most vulnerable people in our country:
- Helping communities create 200,000 homes for individuals and families who did not have one;
- Bringing hope to thousands who thought they would live on the streets or reside in institutions forever;
- Ensuring not only a stable home for each, but access to the services that brought healthcare, recovery and training to their doorsteps;
- Changing the trajectory of lives away from poverty and despair, and toward independence and economic sufficiency.
Why we need you:
Not only has CSH proven supportive housing works and changes the lives of individuals, families and communities, we have done so while creating a family of nationally recognized experts who stay committed to our organization and mission throughout their careers. We attract talented professionals, offer competitive salaries with benefits, generous family leave and PTO, and fully embrace the philosophy that a sustainable work-life balance is desirable and achievable. With the aim of attracting good people who possess the confidence and drive to get the job done, CSH is now accepting applications for a Junior Budget and Financial Reporting Analyst.
What you will do:
Project Budgets and Time/Project Management
• Sets up initial project specifications in Dynamics Project Management system for assigned grants and contracts
• Reviews new project budgets and approved project modifications and inputs into Dynamics Project Management system
• Assists project managers with the monitoring and tracking of project budgets against actual expenses
• Reviews monthly project financial statements with Project Managers; identifies any nonconformities with spending plan or scope of work
Operating budget for assigned grants and contracts
• In coordination with other members of the Finance Department, provides fiscal planning, budget development and analytical support to the entire organization
• Reviews proposed budgets submitted by Managing Directors and Program Directors and recommend modifications and/or changes if necessary; implement and manage budgets
• Formats and updates budget spreadsheets for assigned grants and contracts
• Reviews annual budget assumptions with Project Managers, Directors and Managing Directors
• Monitors, prepares and reconciles inter-organizational transfer of funds against approved budgets
• Provides user support/troubleshooting for the project management system
• Maintains database for assigned projects and users
• Assists Managing Directors and Program Directors with fiscal management by implementing and maintaining systems and procedures to manage, allocate and monitor funding resources consistent with the annual budget, program priorities, and funder requirements for the grants and contracts of the state offices.
• Communicates grant and contract requirements to management and program staff to monitor project activity and ensure that expenditures and time are charged correctly and in accordance with approved budgets.
• Prepares grant and contract reports for funders.
• Invoices CSH clients and grantors for all work performed under contract or paid through grants.
• Manages deferred revenue general ledger account.
• Records all grant and contract related revenue into the general ledger on a monthly basis.
• Manages unbilled revenue and accounts receivable accounts.
• Conducts the monthly closeout procedure for non-renewal of assigned grants and contracts.
• Coordinates the budgeting process with Analysts and Project Managers.
• Manages high level budget transactions such as inter-location revenue transfers and salary expense roll-up.
• Reviews financial results of projects on a monthly basis, including budget monitoring
• Performs analytical procedures on a project level to ensure the proper recording of revenue, expenses, accrued revenue and deferred revenue.
How we work:
All CSH staff share a common competency framework. These guide our approach and in turn, help us create value. CSH staff are adaptable, entrepreneurial, creative, flexible, and problem solvers. We are strategic thinkers with a sense of humor, persistence, and a commitment to treating others with respect.
• Bachelor’s degree in Accounting or equivalent experience
• 1+ years’ experience budgeting, grant reporting and contract billing for a mid-size non-profit that receives federal awards
• Strong analytical, interpersonal, presentation, and written and verbal communications skills.
• Ability to communicate clearly and simply and ability to think critically and strategically.
• Strong sense of ownership for assigned work functions and ability to work independently and as a team member.
• Proficiency in using Microsoft Office Suite, familiarity creating report queries
• Sound business ethics, including the protection of proprietary information.
• Knowledge of project management systems and/or Microsoft Dynamics a plus.
Commensurate with Experience
How to Apply:
Interested in joining our team as a leader in the national supportive housing movement?
Candidates should apply by clicking on the link below. All candidates should attach their Resume, Cover Letter and Salary Expectations as one Microsoft Word or PDF document.
CSH is proud that it has been and always will be an Equal Opportunity Employer
MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan.
Bank eligibility doesn’t evolve naturally; it is helped along with a prescribed plan for the borrower that includes achieving and maintaining business profitability, creating savings and assets, becoming a strong financial manager, creating and using accurate and relevant financial statements, building a strong credit history, and developing a business relationship with a commercial lender.
Plans for achieving bankability are created during underwriting. Plans include (1) a target bankability date that is agreed upon with the client’s banker; (2) a scheduled set of meetings over the phone or in person with MoFi, the client, and the banker; (3) customized business assistance from MoFi’s consulting team which provides accounting, legal, marketing, financial management, credit building, and human resource assistance; (4) bankability metrics tracking including debt service coverage, loan-to-value, profitability, credit score, months in business, and financial statement accuracy; and, as a last step, (5) bank loan application assistance.
This position is responsible for creation of the bankability plans with the loan officers, and, once a loan is closed, oversight and coordination of the bankability plans with the client and consulting team. This position is primarily focused on ensuring the consulting plan is implemented, helping build a strong relationship between the borrower and their commercial lender, and redesigning the bankability plan if targets are not met as projected by the client. The overall goal is help clients achieve bankability more quickly.
Build, update and maintain Bankability Plans for all MoFi Clients
- Create bankability plans for all new clients with the MoFi underwriter, commercial banker, and client using the metrics listed above.
- Oversee all MoFi client bankability plans, meeting schedules, and metric targets – all of which are managed in a customized Salesforce database
- Coordinate consulting services with the consulting team and client
- Update bankability plan, if needed, to incorporate actual results and any changes with the commercial lender’s target bankability date
Build Commercial Lender Relationships for all MoFi Clients:
- Work with commercial lenders across the Rocky Mountain West to help build client relationships
- Help clients who do not have lending relationships find the right banking partner
- Educate lenders on MoFi’s products, services, and overall mission
Get MoFi Clients refinanced by a bank:
- Help clients who have met bankability targets prepare for commercial financing by working with them to complete loan application and compile the accompanying financial support
Excellent verbal, written, and interpersonal communication skills
Strong commercial credit analysis skills; including understanding of SBA programs
Fluency with commercial lending requirements and policies at banks in MoFi’s service area
Ability and desire to help borrowers understand the commercial lending system’s policy and requirements, acronyms, and ratios by making it simple, accessible, and easy-to-understand
Strong computer skills with experience in the MS Office suite of products. Prior experience with Salesforce is not required, but is helpful
Good project management and team coordination skill
BS/BA degree or higher in accounting, finance, or economics
Salary starts at $75,000 per year.
How to Apply:
Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/jobs/mofi-c5e3e246/portfolio-relationship-m...
MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business. But, within 36 months, most of MoFi’s clients are eligible for a bank loan. Bankability is helped through MoFis comprehensive consulting services which have traditionally focused on wealth, asset and credit building.
Starting in 2019, MoFi will add inclusive hiring strategies to its standard suite of consulting services. This program, offered on a limited basis to clients over the past ten years, has been instrumental in helping businesses attract, train and retain good employees while also helping to rebuild the middle class in their communities. This program opens the door to jobs for low income people – doors that otherwise would not be open. This position will help MoFi clients, targeted communities, and larger employers implement inclusive hiring strategies. The position will also help build a program that can be scaled to other organizations across the US.
1. Help MoFi Business Clients Implement Low Income Hiring Strategies
- Communicate the services available to new and existing MoFi borrowers through phone, email and in-person communication;
- Meet with each client via phone or in-person to understand their current employee base, hiring plans, and HR needs;
- Understand and catalog available recruitment and training resources in each community;
- With community job partners, create customized HR/hiring plans for each business that include (1) job descriptions with qualifications, (2) hiring timelines, and (3) hiring practices to recruit, retain and develop low income people; and (4) development of HR policies if needed.
- Communicate and integrate with client consulting team to ensure that clients have coordinated MoFi services.
2. Help to lower the unemployment and poverty rate in two test communities in Montana and Idaho
- Identify two communities with high unemployment, high poverty, and a low enough population to create noticeable change;
- Meet with community leaders, large employers, and job partners in each community to create a low income hiring strategy
- Work with employers, in the same manner as #1 above, to implement low income hiring strategies
3. Work with major employers in the region to adopt low income hiring strategies:
- Identify 10 major employers in the region
- Meet with each to identify current hiring practices, barriers to low income hiring, and interest in implementing low income hiring strategies
- Work with the MoFi team to create a plan for implementation of low-income hiring strategies in major employers based on results of this outreach
4. Meet regularly with the MoFi team to refine the product that is offered (for instance, should it include financial incentives for employers, etc) throughout the first year
5. Work with the MoFi team, the Rockefeller Foundation, and the Chan Zuckerberg Initiative to develop and track metrics used to define success for the MoFi program and potentially scale the program to other organizations.
Strong financial analysis skills for analyzing how HR practices can affect business financials
Good project management and team coordination
Strong verbal and written communication
Strong problem-solving skills
Exceptional computer skills and experience in MS Office with an emphasis in Excel. Prior experience with Salesforce is preferred
Experience working on teams
MBA or other relevant master’s degree
Salary starts at $85,000 per year.
How to Apply:
Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/c/MoFi/Job/Manager-of-Strategic-Partnership...
MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan. In order to help our loan clients build their businesses, increase profitability, and eventually get refinanced, we provide accounting assistance and financial management coaching.
This position works with clients across our portfolio to help them build and understand their financial systems. You will be responsible for working with clients to create managerial financial statements so that they can increase their profitability and cashflow, increase their net worth, and build personal credit. MoFi provides 1:1 consulting services over the life of the loan to improve our clients’ financial stability and help them access the financial mainstream.
Support clients with Financial Management:
- Work with borrowers to set up accounting systems; create simple and effective charts of accounts, record opening balance journal entries, and connect bank feeds and third-party applications to the client’s accounting software
- Recommend appropriate software and subscription levels depending on the nature and size of a client’s business
- Provide resources and training that increase the client’s ability to take ownership of financial management
- Provide ongoing accounting and finance support related to handling unique and/or non-routine transactions, recommend software solutions and troubleshoot problems, track sales and payroll tax, and other bookkeeping tasks
- Advise clients on general business questions, including pricing strategy, vendor relationships, and cash management
- Meet with clients regularly to maintain and develop working relationship and efficiently address any client concerns
- Work with clients to develop financial dashboards and metrics so that they can successfully monitor their business financial health
Assist Consulting Services Team with monitoring financial performance of clients:
- Review client financials to ensure completeness and accuracy
- Monitor client financial health by analyzing profitability, debt service, and liquidity
- Advise clients experiencing negative trends on how to improve business operations
- Work with the consulting team to accomplish annual work plan goals and targets
Help Consulting Services Team ensure clients obtain re-financing:
- Create an action plan with measurable targets that, when met, indicate client eligibility for re-financing
- Implement action plan and ensure clients are taking steps to achieve agreed-upon targets
- Facilitate client and banker relationships that will be utilized when clients are ready to be re-financed
CPA with 2-4 years of public accounting experience, ideally in audit
Proficient with Quickbooks or a demonstrated ability to learn and use accounting software
Excellent team player with humility, flexibility, and collaborative nature
Excellent written and verbal communication skills
Detail oriented and strong organizational skills
Salary starts at $60,000 per year.
How to Apply:
Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/jobs/mofi-c5e3e246/client-accounting-manage...
Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include strategy development, research and education, investment product and platform design, and impact management.
Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading asset owners, intermediaries, and service providers active in impact investing. Tideline was founded in 2014 with offices in New York, NY; San Francisco, CA; Portland, OR; and Austin, TX, and is led by the firm’s partners: Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich.
Tideline is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.
This is a unique opportunity for an early-career individual to gain exposure to impact investing and strategy consulting. The Analyst / Coordinator will split time between two important functions at the firm: supporting client projects through research and coordination; and providing internal coordination and administration support.
Candidates will be considered for the New York office. Candidates will be offered an initial six-month employment agreement, with the possibility of converting to a permanent employee thereafter, pending the business’s needs at that time and performance.
Project coordination and research (~50%):
> Performing research and analysis related to client projects, including literature reviews, summaries of findings, participation in expert interviews, etc.
> Leading scheduling and supporting project management for client projects
> Developing client materials, including PowerPoint presentations and reports
> Supporting quantitative analysis and modeling efforts for client projects (as applicable given candidate experience)
Internal coordination and administration (~50%):
> Managing scheduling and providing other administrative support primarily for one of the Managing Partners, with occasional support for the other two as well
> Contributing to operational improvements and processes (e.g., IT systems, time tracking, hiring, etc.)
> Supporting coordination of business development activities, with the Managing Partners
> Maintaining and updating the client relationship management tool
> Overseeing office management in the NY office
The ideal candidate has a collaborative disposition; an appreciation of thoughtful and efficiently managed processes; is exceptionally well-organized with an eye for detail; communicates well; and a commitment to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.
Desired qualifications include:
> Bachelor’s degree
> Knowledge of impact investing, finance, and/or philanthropy preferred
> Experience in consulting, impact investing, finance, philanthropy, and/or research a plus
> Strong written and oral communication skills
> Financial / quantitative analysis experience a plus
> Adept at using Microsoft Office; strong PowerPoint skills and design sensibilities a plus
> Ability to manage multiple tasks with high attention to detail and organization
> Ability to think critically and creatively
> Demonstrated ability to exercise initiative, sound judgment, and discretion
> Strong interpersonal and relationship-building skills
> Sense of humor and self-awareness
Commensurate with experience
How to Apply:
Please apply through the following link: https://tideline.bamboohr.com/jobs/view.php?id=26
You may send any questions to email@example.com
Reinvestment Fund (Company) is a financial services company serving as a catalyst for change in low-income communities. Reinvestment Fund integrates data, policy and strategic investments to improve the quality of life in low-income neighborhoods. Using analytical and financial tools, the company brings high-quality grocery stores, affordable housing, schools and health centers to the communities that need better access—creating anchors that attract investment over the long term and help families lead healthier, more productive lives.
Reinvestment Fund brings together individual investors, banks, government officials, private foundations and faith-based and community organizations to invest in projects that transform communities. As a federally-certified community development financial institution (“CDFI”), the company manages $1.1 billion in capital that originates from over 865 investors. Reinvestment Fund has deployed over $2 billion into community revitalizing and job-creating projects and enterprises over its 33-year history. The company maintains an AA- issuer rating from S&P, as well as a four star with Policy Plus, AAA rating from AERIS (highest rating available from industry rating agency).
ABOUT REINVESTMENT FUND POLICY SOLUTIONS:
Reinvestment Fund’s Policy Solutions group has developed and refined highly-customizable analyses to further public policy around issues central to the communities we serve. Our analyses are based on proven methodologies and are unique in their use of spatial and statistical analyses to understand places and further effective program design and implementation.
From our real estate focused Market Value Analyses (MVA) to our studies of child care and supermarket access to our national analysis of the HUD NSP program – Reinvestment Fund has developed and brought these tools together to comprise a portfolio of work that places us among the most highly regarded public policy research organizations in the country. Check out our website at: www.reinvestment.com for examples of our work.
The Policy Solutions team brings together a distinctive combination of expertise and experience. Current staff backgrounds include public management and program development, city planning, public policy, law, statistical research and analysis, and geographic information systems. This collective experience allows us to bring an objective, well-rounded approach to every project we undertake. To further bolster our capacity, the Policy Solutions team has a Policy Advisory Board that offers feedback and direction regarding our methods and products. The Advisory Board includes renowned academics and practitioners with various areas of expertise. See: https://www.reinvestment.com/policy-solutions/team/
The Senior Policy Analyst will work as part of the Policy Solutions team and with staff from the various Reinvestment Fund business lines, as well as with external researchers in related or complementary fields. This position is responsible for managing the design and implementation of research studies. The Senior Policy Analyst will also contribute to Policy Solutions’ business development efforts.
The Senior Policy Analyst must have the ability to design and conduct quantitative, qualitative, and mixed-method research projects that are intended to provide actionable results for clients. The successful candidate will visually display data in a range of formats, including in tables, graphs, and maps. The Senior Policy Analyst will produce reports, in consultation with senior staff and with support from junior staff, that contain descriptive, analytical and evaluative content for audiences that include researchers and non-researchers. Ensuring quality control from project conceptualization through data processing and analysis is essential. The Senior Policy Analyst will present research results to clients, project advisory groups, policymakers, and other stakeholders. The successful candidate will have demonstrated experience managing and providing career development support for junior staff. The Senior Policy Analyst will contribute to business development efforts which may include writing proposals, presenting to prospective clients, and managing client relations. The position also requires good time management skills and the ability to work independently and as part of teams on multiple projects at one time.
To perform this job successfully, an individual must be able to perform each essential duty noted above. The requirements below represent the range of knowledge, skill, and abilities that expected, for incoming staff. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education & Content Expertise
• Master’s degree plus 5 years of relevant experience, in public policy, urban planning, geography, economics, public health, sociology, demography, or other related fields.
• Familiarity with major issues in several of the following fields: housing, public education, community development, economic development, food access, community assets, social and human services, public health, health care and early childhood education.
• Demonstrated experience designing/conducting quantitative (i.e., statistical, spatial, econometric) and qualitative (i.e., observational, interviews) research projects.
• Ability to work as part of a team.
• Advanced critical thinking skills exhibited by the ability to take information from a wide variety of sources and synthesize/analyze the information in the context of Reinvestment Fund’s organizational mission.
• Demonstrated proficiency and experience using GIS (ArcMap), MS Office Suite, and statistical programs (SPSS, Stata, R).
• Knowledge of and experience with database programming languages, especially SQL and/or Python.
• Experience with survey design.
• Experience managing and developing junior staff.
• Demonstrated success conducting business development activities.
• Demonstrated written and verbal communication skills.
EXPECTATIONS FOR ALL EMPLOYEES:
Supports Reinvestment Fund’s mission, vision, and values by exhibiting the following competencies: Commitment to Reinvestment Fund, ethical behavior/integrity, and respect for coworkers, Reinvestment Fund boards and committees, investors and borrowers, and clients.
Reinvestment Fund offers a competitive salary based on experience and skills, as well as an excellent benefits package including employer-paid health, disability and life insurance, 401(k) savings plan with employer match, flexible spending accounts (medical, dependent care and transportation), tuition reimbursement, paid time off, and EAP program.
How to Apply:
Please complete the online employment application available on visit our website at www.reinvestment.com and attach your resume and a cover letter with your salary requirement.
Reinvestment Fund uses E-Verify to validate all new hires’ ability to legally work in the United States. Reinvestment Fund is an Equal Opportunity Employer. Reinvestment Fund does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job related disabilities, or status as a veteran.
Reinvestment Fund, Inc. has an affiliate, RF Impact Advisers, Inc. (“RFIA”) that is a state-registered investment adviser. In order to advance compliance with and prevent violations of federal and state securities laws and to avoid even the appearance of a conflict of interest, RFIA has adopted a Code of Ethics to govern certain conduct of its staff, including certain staff of Reinvestment Fund because Reinvestment Fund is an advisory affiliate of RFIA. As part of this Code of Ethics, there are specific personal reporting and other requirements and disclosures of personal financial and/or securities transactions information. For certain individuals this reporting will extend to your household members. You may be subject to a background check.
Capital Impact Partners, headquartered in Arlington, VA, operates nationally, with local offices in Detroit, MI, and Oakland, CA. For over 35 years, Capital Impact Partners has been a nonprofit, mission-driven Community Development Financial Institution (CDFI) that has supported the development of low-income underserved communities nationwide, focusing in five key sectors - health care, education, healthy foods, housing and aging. Capital Impact is also supporting the redevelopment of Detroit through multiple partnerships with banks and foundations.
Capital Impact Partners seeks a Chief Strategy and Innovation Officer (CSIO) who will play a vital role in helping Capital Impact to shape and implement the strategic vision for the organization. The CSIO will develop strategic partnerships and technical assistance programs to amplify Capital Impact’s brand. The CSIO will identify and drive the pursuit of new sources of revenue and impact through current, new, and expanding markets; new or enhanced products and services; and/or new ways of working. Along with the President and Chief Executive Officer (CEO), the CSIO will be a key spokesperson for Capital Impact and represent the organization with community, corporate, and public sector events. The CSIO will also lead the management of the following interrelated corporate level functions: fundraising and strategic relationship management, program development, strategic planning and innovation, social impact assessment, corporate communications, and policy development.
Staff and Executive Leadership:
Provide day-to-day leadership for all assigned functions. Lead through collaboration and innovative management concepts, to effectively and efficiently meet program goals and objectives, within available resource allocation.
Work collaboratively across the organization, sharing knowledge and building trust, demonstrating leadership through effective delegation, mentoring, and team-building. Share information, perspective, and expertise.
Oversee all hiring within the department and work to attract, retain, and develop team members. Develop performance standards, set job expectations, and give ongoing feedback and annual performance ratings to direct reports.
Participate in the creation of and periodic reporting of results of Capital Impact’s Balanced Scorecard.
Co-lead lending and program board committee and actively participate in meetings of the Board of Directors. Must value and support difference in others, contributing to an inclusive work environment. Demonstrate the ability and willingness to communicate effectively with people of diverse backgrounds and experience to create a collaborative, collegial, and caring community;
Strategic Relationship Development and Management:
Develop and lead Capital Impact’s relationship and fundraising strategy in support of Capital Impact’s goals and objectives.
Cultivate existing and develop new relationships within the philanthropic, nonprofit, and corporate communities to identify new opportunities to collaborate in Capital Impact’s target markets and sectors.
Serve as a lead connector, along with the CEO, between external stakeholders and key internal partners.
Program Development and Management:
Oversee Capital Impact’s technical assistance programmatic activities to deepen and expand Capital Impact’s market presence and impact.
Drive research efforts to identify emerging trends/issues in underserved communities and create programming to address them.
Work with community stakeholders to develop a shared agenda and collaborate with lending and investment teams to develop holistic programs that align technical assistance, policy, advocacy, and thought leadership to unlock capital and scale programs regionally and/or nationally.
Strategic Planning, Innovation, and Impact Evaluation:
Lead the development and implementation of Capital Impact’s strategic plan.
Coordinate and integrate annual work plans for all Capital Impact teams to achieve short to mid-term results over one, three and five years.
Continue to develop a culture of learning and innovation by sharing findings throughout the organization.
Foster collaboration and creative thinking across the organization designed to maximize social impact, including analysis of trends and market disruptions and searching for emerging market opportunities.
Create and maintain resource investment and evaluation reports for use by the CEO, Board, and funding sources.
Further develop and integrate Capital Impact’s approach to social impact assessment across lending, investment, and programmatic activities - embedding an impact and outcomes-based mindset into Capital Impact’s work.
Corporate Communications and Policy:
Oversee the identification of content and lessons learned for external publication, to expand the organization’s thought leadership and influence among partners, policymakers, and the broader field.
Collaborate with the CEO and Chief Lending Officer to develop policy priorities to unlock resources at the federal and local levels.
Bachelor’s degree required. Advanced degree preferred
15 or more years experience in strategic planning, community development, learning or operational leadership
A minimum of 10 years of management experience
In-depth understanding of community development finance; validated track record in developing programs and products that meet community needs; established relationships within the philanthropic community and the public sector
Deep knowledge of Capital Impact’s core markets and sectors
Knowledge of CDFI Fund programs, New Markets Tax Credits (NMTC) and best practices at other CDFIs or Community Development Banks is beneficial
Clear passion for working in underserved communities
Proven leader and people developer, with excellent project management, a demonstrated ability to effectively engage and lead individuals and teams, and a highly entrepreneurial mindset
Proficiency with written and oral communication skills, including the ability to speak in a wide variety of public settings, to a variety of diverse audiences
Demonstrated track record of success in developing and implementing multi-year strategic plans and programs focused on addressing complex social issues
Knowledge of how policy and communication can be leveraged to further mission
Proficiency with Microsoft Office (particularly Word, Excel and PowerPoint), Google Suite, Salesforce, and other related systems
Ability to travel up to 50% or more of the time
Commensurate with experience
How to Apply:
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Bridgeway Capital, headquartered in Pittsburgh, Pa., makes western Pennsylvania a thriving region for all by promoting economic opportunity and community revitalization. As a nonprofit lender founded in 1990, Bridgeway Capital serves 15 counties from 3 offices. It manages over $100 million in assets. It is a rapidly growing, market-driven, private-sector financial intermediary with a social mission. Bridgeway made over $21 million in loans in 2018 and is certified as a Community Development Financial Institution (CDFI) by the U.S. Treasury Department. Bridgeway is rated A+ by the Aeris Rating system for CDFIs.
Bridgeway Capital is seeking to a motivated and accomplished leader to serve as its Managing Director of Lending.
Lead the loan origination activities of the organization. Achieve lending strategic goals and objectives. Perform a variety of duties to meet the lending needs of qualified prospects; provide motivation, guidance, and training to loan officers. Achieve individual origination and servicing goals as established jointly with the Chief Lending and Credit Officer. Comply with operating policies and procedures; communicate with all coworkers as appropriate; respond to inquiries or requests for information from coworkers and customers; maintain records and provide reports on a timely basis.
1. LEAD AND SUPERVISE THE LOAN ORIGINATION TEAM, AS FOLLOWS:
• Ensure that portfolio and proposed transactions support Bridgeway Capital’s mission and community impact goals
• Participate in the successful development of new products and markets to fulfill Bridgeway’s strategic plan and support continued portfolio growth
• Establish goals and action plans for loan officers to meet the objectives of the strategic plan
• Recommend loan volume goals in preparation of the annual budget
• Monitor and discuss sales performance versus goals with individual loan officers
• Develop enhancements to support continuous improvements for the loan application and origination process
• Ensure appropriate monitoring and ongoing relationship building with Bridgeway’s existing portfolio
• Prescreen potential new lending opportunities and provide guidance on loan structuring
• Adhere to and ensure the loan officer team adheres to all internal policies, procedures and practices in support of effective risk management and overall safety and soundness and maintain Bridgeway’s compliance with all relevant laws.
• Meet with coworkers and customers to resolve problems as needed
• Participate in customer calls with members of the loan officer team where appropriate
• Review and approve or reject credit applications within approved authority
• Provide team production reports to appropriate management staff on a timely basis
• Work closely with the loan operations team to ensure an efficient and appropriate loan documentation and closing process
2. PERFORM A VARIETY OF DUTIES TO MEET THE LENDING NEEDS OF QUALIFIED PROSPECTS, AS FOLLOWS:
• Develop productive relationships with community development corporations, real estate developers and the many other institutions and businesses that touch low income communities
• Develop and maintain relationships with external referral sources, and continuously strive to develop new relationships that will be beneficial to the organization
• Solicit new business from present and prospective referral sources and customers to attain individual loan volume and community goals
• Maintain a thorough knowledge of the features and benefits of all loan products and types in order to ascertain and recommend solutions to prospective and existing customers
• Assist customers to obtain appropriate business education services in cooperation with the Business Education Director
• Prepare and maintain accurate records (Call Reports) of all contact with customers, prospective customers, and referral sources.
OTHER DUTIES AND RESPONSIBILITIES
• Other duties as assigned
• Recruit and select of new loan officer personnel as needed
• Make provisions for proper orientation and training of new personnel
• Provide motivation, guidance, training, and technical assistance to assigned staff
• Review employee performance in comparison to established and agreed upon goals
• Organize, schedule, and distribute work assignments
• Communicate and inform assigned personnel of pertinent policies and procedures
• Creates an atmosphere in which upward communication from employees is encouraged
EDUCATION/EXPERIENCE (ALL EDUCATION/EXPERIENCE BULLETS ARE REQUIRED UNLESS NOTED AS “PREFERRED”)
• 4-Year Bachelors Degree (prefer Finance, Accounting, or Economics majors)
• 7+ years experience originating commercial loans
• Commercial real estate or community development lending experience preferred
• Experience leading successful teams preferred
JOB KNOWLEDGE, SKILLS AND ABILITIES (ALL KNOWLEDGE, SKILLS AND ABILITIES ARE REQUIRED UNLESS NOTED AS “PREFERRED”)
• Ability to understand, implement and communicate Bridgeway Capital’s mission
• Ability to lead and motivate loan officers to meet sales goals and objectives
• Ability to read and interpret financial information
• Ability to recognize strengths/weaknesses in portfolio loans and new loan requests
• Ability to relate a loan request to appropriate lending structure
• Ability to organize tasks and priorities
• Decision making: Ability to objectively analyze situations and draw accurate conclusions based on logic and facts
• Executive disposition: Ability to convey an image that is consistent with the organization’s values
• Performance management: Ability to work with employees to establish and achieve clear, measurable performance objectives that link to organizational goals
• Resource management: Ability to effectively utilize resources in order to ensure that goals are met on time
• Strategic planning and execution: Ability to translate strategy into specific actions plans. Ability to assign responsibility for carrying out action plans
• Strategic thinking: Ability to assess situations and make decisions that are evaluated objectively, considered from multiple perspectives, and forward looking
• Working collaboratively: Ability to seek input from others, facilitate group problem-solving, cooperate and work effectively with others to achieve shared goals
Competitive based on qualifications and experience.
How to Apply:
Email resume and cover letter to T.J. Bogdewic, Chief Lending and Credit Officer, at firstname.lastname@example.org