Associate Director, Impact Investments

Position Summary:

The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston.  This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer. 

Essential Functions:

• Investment Research & Analysis
• Support Due Diligence on Mission First Pool (MFP) opportunities;
• Support sector level (CDFI and Impact Funds) research;
• Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities; and
• Support transaction document processing.

• Reporting and Presentations
• Track impact measurement metrics;
• Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool; and
• Support the Impact Investments Team in creation of presentations.

• Field Building
• Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner; and
• Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand.

Other Duties and Responsibilities:

• Individuals assigned to this position may perform other duties as assigned

Qualifications

Preparation, Knowledge, Previous Experience:

• Bachelor’s degree or equivalent experience; and
• 2-3 years relevant work experience in consulting or professional financial services.

Skills, Abilities, Competencies:

• Demonstrated experience analyzing business models;
• Proficiency in financial modeling to support debt and equity investment analysis;
• Proficiency creating presentations;
• Excellent written and oral communication skills;
• Experience with legal concepts associated with private investing;
• Familiarity with affordable housing trends and investment considerations;
• Familiarity with CDFIs and other intermediaries such as Impact Investing Funds;
• Understanding of and commitment to the Foundation’s mission;
• Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation;
• Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks; and
• Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston.

Working Conditions & Physical Demands:

• Ability to work for long periods of time at a workstation.
• Ability to use a computer monitor and keyboard for long periods of time
• Ability to work onsite and remotely, as required

The content is intended to describe the general nature and level of work being performed by persons assigned to this job.  It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation.  Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time.  At management’s discretion, the employee may be assigned different or additional duties from time to time.