Impact Investment Analyst

Community Foundation for Greater Atlanta

Impact Investment Analyst

POSITION: Full-time Exempt

DEPARTMENT: GoATL

REPORTS TO: Impact Investment Leadership

The Community Foundation for Greater Atlanta works to inspire and lead our region toward equity and shared prosperity for all who call our region home. We work with residents, communities and civic leaders across public, private and philanthropic sectors to seize the greatest opportunities and solve the region’s most pressing challenges.

A successful candidate for the Analyst position will have an interest in and passion for impact investing and philanthropy, a community-centered mindset and a learning orientation. They will enjoy working across all areas of the Foundation’s impact investing work and have a deep commitment to making our region more equitable. The Analyst will be a key member of the GoATL team, collaborating closely with other colleagues across the organization to help implement the Foundation’s new strategic plan, Together ATL. Reporting to impact investment leadership, the Analyst will support impact investing efforts, programs and initiatives across the Foundation’s TogetherATL strategy.

Essential Functions of the Position:

Deal Support

• Support impact investment leadership in identifying, analyzing and recommending impact investments
• Engage in due diligence on investment opportunities, including reviewing and synthesizing data, conducting financial modelling, conducting reference calls and due diligence sessions and preparing impact evaluations
• Identify and effectively communicate investment strengths, risks and mitigants
• Assist in the creation of investment memos to share analysis, key findings and recommendations

Fund Administration

• Assist impact investment leadership in supporting impact investing operations, including facilitating funding in and out of the Foundation (e.g. investment and fund closings, capital calls, distributions, grants, fees and interest payments)
• Work alongside impact investment leadership to identify and create process improvements to streamline impact investing operations, including procedures for evaluating, monitoring and reporting on impact investments and financial returns

Reporting & Compliance

• Review loan documents in order to create reporting and compliance checklists for each impact investment; partner with outsourced fund administration team to ensure deadlines met
• Partner with Asset Managers on portfolio management to ensure fund compliance and assess mission impact
• Prepare summary reports on closed projects and maintain documentation of compliance activities for funder, board and other stakeholder report completion
• Update summary financial documents and risk matrices for portfolio companies to track portfolio health
• Support Asset Managers and other staff with applications for new funds and ongoing compliance
• Prepare reports, presentations and other documents in support of impact investing operations

Other Operations & Team Support

• Archive, curate, and document knowledge and contact information, keeping information current and easily accessible for team members to understand and disseminate with stakeholders
• Complete administrative tasks related to reporting, compliance, wire confirmations and invoices
• Represent the impact investing team in pertinent, recurring cross-functional meetings – support agenda creation, notetaking and follow-through on action items
• Provide general operations support for the impact investing team and the overall impact investing strategy, including some light event support around investment committee meetings, staff education events and donor engagement functions

• Bachelor’s degree in finance, accounting, business, economics, nonprofit management or related field(s) OR 2+ years of transactional experience related to the duties and responsibilities outlined in this profile (i.e. nonprofit, impact investment, commercial banking or financial services sectors); Master’s degree and/or demonstrated formal investment training is preferred
• Flexible, resourceful, and proactive self-starter able to prioritize and manage multiple tasks and competing priorities
• Extremely organized and detail-oriented with experience in coordinating short-term and long-term projects with multiple stakeholders, performing duties with high attention to detail and quality
• Excellent written and oral communication skills; ability to distill and explain complex information, data and technical details to a multiplicity of audiences and partners; ability to work alongside a diverse group of colleagues across departments to complete tasks and accomplish goals
• Good problem-solving skills with a strong sense of urgency in a fast-paced workplace
• Strong analytical and evaluative skills; preferred ability to read, interpret and analyze financial statements (credit or lending experience a plus)
• Excellent interpersonal skills, ability to work with and provide high-quality customer service to a variety of community, public and private sector partners; ability to coordinate meetings and stakeholder convenings
• Experience in impact measurement and management (IMM) with data visualization focus a plus
• Proficiency in Microsoft Office Suite, including advanced experience in Excel and financial modelling.
• Deeply committed to changing systems across metro Atlanta making our region a better place for all residents to live; experience in the nonprofit and/or philanthropy sector preferred; deep knowledge of metro Atlanta preferred
• Deeply committed to racial equity; familiarity with common words and concepts in the Diversity, Equity, Inclusion, Belonging, and Justice field; volunteer or professional experience in this space preferred

Other:

All employees are required to be fully vaccinated against COVID-19 (medical and religious exemption accommodation possible) within 30 days of hire.

The Community Foundation operates in a hybrid working environment with staff working in-office three days per week and the opportunity to work two days remote per week if in good standing. 

This role will also require attendance at community meetings and networking events across metro Atlanta. Reliable transportation is preferred.

Compensation:         

To be determined based upon experience and qualifications within the anticipated salary range of $70,000-$75,000. This position is exempt and employee is eligible for the Foundation’s competitive health and benefits plan:

• Paid time off:
  • Two weeks accrued paid vacation
  • Two weeks accrued paid sick leave
  • Four mental health days
  • Two personal day
  • Two floating holidays
  • Ten holidays
• Benefits:
  • All benefits effective on date of hire – no waiting period
  • 100% employer-paid benefits (medical, dental, vision) for employee-only insurance plans
  • 100% employer-paid life insurance and AD&D
  • 100% employer-paid short-term disability and long-term disability
  • 100% employer-paid parking downtown Atlanta or monthly MARTA card
  • Affordable plans for legal insurance, critical illness, supplemental life, and more
  • Employee Assistance Program
• Retirement:
  • Immediate eligibility for employee contribution to 403b plan
  • After two-year anniversary with organization, all employees receive an employer-paid contribution of 6% of their salary to a SEP-IRA plan regardless if the employee contributes to retirement
• Culture and Development:
  • Individual Development Plans (IDPs) for each team member including trainings, resources, development opportunities, etc.
  • Two wellness rooms for mental health with self-care items
  • Fun monthly employee engagement activities

To Apply:

Please apply directly on our main career site. Due to the volume of candidates, we are unable to provide status updates to applicants or accommodate phone calls or walk-ins regarding open positions.

The Community Foundation for Greater Atlanta provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Community Foundation for Greater Atlanta values diversity and inclusion; we honor the diverse needs, strengths, voices, and backgrounds of all individuals in our regional community.