About the position
Responsibilities
• Investment Sourcing & Diligence.
• Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team’s strategy.
• Assist in all aspects of due diligence process and lead when appropriate.
• Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling.
• Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities.
• Draft high-quality investment memos and presentations for senior leadership and the Investment Committee.
• Lead thematic and sector research that informs investment strategy.
• Portfolio Management & Reporting
• Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners.
• Review and analyze fund performance reports, tracking key performance indicators.
• Create and maintain portfolio dashboards, ensuring data accuracy and timely updates.
• Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners.
• Internal Collaboration & Process Improvement
• Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities.
• Support in creating educational materials and internal touchpoints on impact investing.
• Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization.
• Perform other job-related duties as assigned.
Requirements
• Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience
• Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation.
• Excellent writing and communication abilities, with skill in presenting complex ideas clearly.
• Highly organized, with the ability to manage multiple priorities and meet timelines under pressure.
• Experienced in building and fostering relationships with investment and portfolio partners.
• Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world.
• Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint).
• Fluency in use of systems necessary to role (e.g., Salesforce, Workday).
Nice-to-haves
• Strong proficiency in financial analysis and Excel-based modeling.
• Experience with CRM and reporting tools.
• Experience working with diverse stakeholders, both internal and external.
Benefits
• medical
• dental
• vision
• life
• disability
• long-term care insurance
• fertility benefit
• caregiving support
• 144 hours of vacation
• 96 hours of sick leave
• 401k
• HSA
• FSA
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