Position Title

Senior Investment Analyst

Introduction

Impact Charitable is a Denver-based nonprofit 501(c)3 organization that exists to help close the gaps between the sources of impact-first capital and communities, ventures and funds who have traditionally faced systemic barriers to accessing critical financial resources. We envision a world in which change makers can thrive by having access to the funding needed to fulfill their visions and solve systemic problems.

Impact Charitable unites catalytic philanthropists with community partners, financial institutions, foundations, social enterprises, and governmental bodies. As an Impact Capital Catalyst, Impact Charitable unlocks and accelerates capital that sparks positive change. We move more money, in more ways, to more people and places. Our work includes Direct Cash and Economic Mobility programs and Impact-First Investing.

Position Summary

Impact Charitable exists to help close capital gaps that exist among deserving, high-impact ventures, projects and funds. Partnering with Private Foundations, Individuals, and Government offices, the organization leverages its expertise and flexible structures to unlock and accelerate the flow of impact-first capital The Senior Investment Analyst, in coordination with the Director of Capital Activation, is responsible for managing and executing our internal processes for evaluating and making direct investment decisions through to the execution of specific investment transactions while leading the management of our growing investment portfolio.

Responsibilities

  • Complete financial, business, and market analysis on an exciting variety of impact- oriented entities including for-profit social enterprises, nonprofit organizations, small businesses, Community Development Financial Institutions (CDFIs) and Impact Investment Funds.
  • Work with multiple stakeholders to creatively shape and structure investment deals that create maximum social and financial value using a wide range of investment structures ( debt, equity, revenue based financing, etc.).
  • Prepare credit memos for Investment Committee review that are accurate, insightful, and compelling.
  • Perform ad hoc financial analysis including scenario planning and investment analysis that are critical to decision making.
  • When needed, assist early-stage ventures with building required pro forma financial projections, cash flow forecasts etc. necessary to support a successful investment.
  • Coordinate with Finance/Accounting to ensure proper accounting for all investment transactions as well as ongoing investment management.
  • Portfolio Management (post investment):
    • Monitor repayments per the loan/investment covenants
    • Ensure the collection and review of quarterly financial statements and impact reports
    • Build and maintain relationships with portfolio companies and provide post-investment support/intervention as needed.
    • Coordinate with accounting/finance on models for evaluating risks to the portfolio and associated accounting activities (loan loss reserve)
  • Collaborate with Finance, Capital Activation, and investment committee in continuous evaluation and improvement of frameworks, policies and processes.

Key Competencies

  • Analytical Abilities: Must possess strong analytical skills to assess business models, market trends, and financial data. Ability to identify key drivers of success and evaluate potential risks.
  • Financial Acumen: A solid understanding of financial concepts and comfortable with building financial models, analyzing financial statements, and developing investment memos (recommendations).
  • Industry Knowledge: Familiarity with the ever evolving impact investing space.
  • Communication and Presentation Skills: Strong communication (both written and oral/presentation) skills.
  • Teamwork and Collaboration: Ability to work closely/effectively with colleagues, funders/investors and investees. Ability to collaborate, share insights, and contribute to team discussions and cross functional process improvements.
  • Ability to collaborate effectively with individuals/organizations that serve or are from different cultural or socio economic backgrounds
  • Seek to provide inclusive access and agency to those with whom you collaborate
  • Sensitivity to bias and intention to address how that bias influences the mission

Work Environment

  • There is no expectation or required travel for this scope of work.
  • Remote (Hybrid if local)

Benefits Include

This is a Senior Manager level role with an annual salary range of $75,000 – $110,000 per year, plus company incentives, based on your unique skills and experience.

This position includes company standard benefits:

  • Generous time off plan along with 13 paid holidays
  • Remote and flexible work schedule and environment
  • 401k retirement plan with 3% employer match
  • Technology stipend
  • Access to health/dental/vision plan

How to Apply

Please prepare and send:

  • Resume
  • Cover letter outlining experience and interest in this position, and
  • One relevant work sample that demonstrates your alignment with the key competencies

Information can be sent to James McClair, Director of Operations
james@impatcharitable.org

Applications due March 1, 2024

Cam Welch

Client Services Coordinator

Cam believes in the transformative power of genuine relationships coupled with dynamic solutions to create pathways for a more equitable future. With a background and experience across the corporate and nonprofit sectors, he brings a unique perspective to his role as a Client Services Coordinator at Impact Charitable.

His passion for community-driven impact grew during his tenure at The Denver Foundation. As a Reisher Scholarship Associate he championed education and empowerment. His stewardship was pivotal in fostering an active alumni community, orchestrating forums on racial equity, and expediting grants in times of crisis, exemplifying his unwavering dedication to catalyzing change.

Cam holds a Bachelor of Science in Business Administration, with a specialization in Marketing and a Minor in Leadership, from the University of Denver. This academic foundation, complemented by his professional journey, positions him as a dynamic force in the quest for equitable solutions. When not actively shaping a brighter tomorrow, Cam immerses himself in the great Colorado outdoors, engages in portrait photography, and indulges his culinary flair. Nestled in Denver, Colorado, Cam remains intrinsically tethered to his community, eagerly contributing to a lasting, positive change.