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Three Positions at the Calvert Foundation

 
 

Please see below for three positions currently open at Calvert Foundation:

 

Senior Investment Officer, International Investments

 

Calvert Foundation seeks a Senior Investment Officer to join its international investments team within the larger Lending & Advisory Services Department. The Senior Investment Officer will be responsible for the origination of new loans and the management of credit quality within the international portfolio. This portfolio is comprised of microfinance institutions and intermediary vehicles, ventures in sustainable agriculture, and small to medium enterprises providing access to clean water and renewable energy to the base of the pyramid.

 

The Senior Investment Officer will also act as an advisor to the Manager of the Risk Management Department, the Portfolio Manager for International Investments, and the Vice President, Community Investment Partners, on strategies for portfolio expansion and penetration of new market segments.  The Senior Investment Officer is expected to serve as a deputy to the Portfolio Manager for International Investments and to fulfill his/her duties when he/she is absent or travelling.

 

Principal Duties and Responsibilities:

 

New Business Development and Portfolio Management

  • In conjunction with the International Portfolio Manager (PM) and as his/her deputy, manage the international portfolio with the goal of maintaining high credit quality. Act as manager in the PM’s absence.
  • Manage and coordinate customer relationships with existing clients. Develop and monitor a pipeline of investment opportunities in this portfolio.
  • Structure and negotiate the terms and conditions of loans to new clients, including the development and execution of term sheets and the negotiation of complex deal terms. Oversee closing and disbursement process for loans in this portfolio, including execution of foreign exchange derivatives with bank and other counterparties when necessary.
  • Evaluate due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. For newer market segments, conduct due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. When necessary, conduct site visits to loan candidates.
  • Prepare and present investment recommendations for approval of new transactions, renewals and increases to existing borrowers to appropriate Investment Committees.
  • In conjunction with the Risk Management department, develop and present investment policies to Calvert Foundation’s Board Investment Committee.
  • Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
  • Provide guidance and input for internal reporting regarding the international portfolio. Design new portfolio reports for internal and external stakeholders.

 

Strategy and Partnership Development

  • Develop strategies for entering new markets and product/business lines and present strategies to Calvert Foundation senior management and Board Investment Committee for approval.
  • Develop partnerships with leaders in the impact investing industry for deal origination, syndication, and other sources of portfolio expansion. Market Calvert Foundation’s products and services to the international impact investing industries through attendance, presentations and networking at conferences and other venues.
  • Support the Portfolio Manager in fundraising for new initiatives and Calvert Foundation as a whole.

 

Advisory Services

  • In conjunction with the management team for Calvert Foundation’s Community Investment Partners (CIP) subsidiary, provide advisory services in the areas of portfolio design, pipeline development, and fund structuring for off-balance sheet asset management clients interested in international investing
  • Make recommendations for potential CIP client borrowers, act as liaison with borrowers and support the completion of the transaction process.

 

 

Qualifications, Skills and Required Experience:

 

  • Advanced degree in business, accounting and or finance; or equivalent experience
  • Significant experience in credit analysis and underwriting in a commercial or banking context
  • At least 5 to 7 years of experience in credit analysis of microfinance institutions, small and medium enterprises (SMEs), Social Enterprises and other entities working in emerging markets
  • Experience in the credit analysis of structured investment funds and other intermediaries that invest in emerging markets
  • Investment experience related to the following sectors is a plus: renewable energy, sustainable agriculture, education, health, water and sanitation and fair trade
  • Experience with loan restructuring, refinancing, and problem loan workouts beneficial but not required.
  • Experience with financial modeling beneficial, but not required.
  • Willingness to travel up to 20% of the time in emerging markets
  • Advanced knowledge of Microsoft Office Applications, especially Excel
  • Ability to work independently, multi-task and prioritize competing demands.
  • Excellent communication skills, internal and external
  • A “can-do” attitude, with strong problem solving skills and an entrepreneurial mindset
  • Willingness and ability to adapt to change in a dynamic work environment
  • Fluency in English and high-level proficiency in a second language – French, Spanish or Russian preferred but not required.

 

About Calvert Foundation:

Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return. People invest in us through the Community Investment Note and then we invest in organizations around the world that empower people living in low-income communities.  Our capital finances affordable housing, micro-businesses, and essential community services. 

 

Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities. We offer an excellent benefits package that includes a transportation subsidy and more.

 

Comments:
Excellent benefit package that includes medical, dental, life, PTO & sick leave, 401(k), transportation subsidy, and more.
No phone calls please.
Interested Candidates should forward a resume to jobs@calvertfoundation.org with Senior Investment Officer- International  in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.

Investment Officer, International Investments

 

Calvert Foundation seeks an Investment Officer to join its international investments team within the larger Lending & Advisory Services Department. The Investment Officer will be responsible for the origination of new loans and the management of credit quality within the international portfolio. This portfolio is comprised of microfinance institutions and intermediary vehicles, ventures in sustainable agriculture, and small to medium enterprises providing access to clean water and renewable energy to the base of the pyramid.

 

The Investment Officer will work with the Manager of the Risk Management Department, the Portfolio Manager for International Investments, and the Vice President, Community Investment Partners, on strategies for portfolio expansion and penetration of new market segments. 

 

Principal Duties and Responsibilities:

 

New Business Development and Portfolio Management

 

  • In conjunction with the International Portfolio Manager (PM) and as his/her deputy, manage the international portfolio with the goal of maintaining high credit quality. Manage and coordinate customer relationships with existing clients. Develop and monitor a pipeline of investment opportunities in this portfolio.
  • Structure and negotiate the terms and conditions of loans to new clients, including the development and execution of term sheets and the negotiation of complex deal terms. Oversee closing and disbursement process for loans in this portfolio, including execution of foreign exchange derivatives with bank and other counterparties when necessary.
  • Evaluate due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. For newer market segments, conduct due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. When necessary, conduct site visits to loan candidates.
  • Prepare and present investment recommendations for approval of new transactions, renewals and increases to existing borrowers to appropriate Investment Committees.
  • In conjunction with the Risk Management department, develop and present investment policies to Calvert Foundation’s Board Investment Committee.
  • Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
  • Provide guidance and input for internal reporting regarding the international portfolio. Design new portfolio reports for internal and external stakeholders.

 

Strategy and Partnership Development

  • Develop strategies for entering new markets and product/business lines and present strategies to Calvert Foundation senior management and Board Investment Committee for approval.
  • Develop partnerships with leaders in the impact investing industry for deal origination, syndication, and other sources of portfolio expansion.  Market Calvert Foundation’s products and services to the international impact investing industries through attendance, presentations and networking at conferences and other venues.
  • Support the Portfolio Manager in fundraising for new initiatives and Calvert Foundation

 

Advisory Services

  • In conjunction with the management team for Calvert Foundation’s Community Investment Partners (CIP) subsidiary, provide advisory services in the areas of portfolio design, pipeline development, and fund structuring for off-balance sheet asset management clients interested in international investing
  • Make recommendations for potential CIP client borrowers, act as liaison with borrowers and support the completion of the transaction process.

 

 

Qualifications, Skills and Required Experience:

 

  • Advanced degree in business, accounting and or finance; or equivalent experience
  • Significant experience in credit analysis and underwriting in a commercial or banking context
  • At least 3 to 5 years of experience in credit analysis of microfinance institutions, small and medium enterprises (SMEs), Social Enterprises and other entities working in emerging markets
  • Experience in the credit analysis of structured investment funds and other intermediaries that invest in emerging markets
  • Investment experience related to the following sectors is a plus: renewable energy, sustainable agriculture, education, health, water and sanitation and fair trade
  • Experience with loan restructuring, refinancing, and problem loan workouts beneficial but not required.
  • Experience with financial modeling beneficial, but not required.
  • Willingness to travel up to 20% of the time in emerging markets
  • Advanced knowledge of Microsoft Office Applications, especially Excel
  • Ability to work independently, multi-task and prioritize competing demands.
  • Excellent communication skills, internal and external
  • A “can-do” attitude, with strong problem solving skills and an entrepreneurial mindset
  • Willingness and ability to adapt to change in a dynamic work environment
  • Fluency in English and high-level proficiency in a second language – French, Spanish or Russian preferred but not required.

 

About Calvert Foundation:

Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return. People invest in us through the Community Investment Note and then we invest in organizations around the world that empower people living in low-income communities.  Our capital finances affordable housing, micro-businesses, and essential community services. 

 

Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities. We offer an excellent benefits package that includes a transportation subsidy and more.

 

Comments:
Excellent benefit package that includes medical, dental, life, PTO & sick leave, 401(k), transportation subsidy, and more.
No phone calls please.
Interested Candidates should forward a resume to jobs@calvertfoundation.org with Investment Officer- International  in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.

Investor Relations Associate

 

Calvert Foundation seeks an Investor Relations Associate to work closely with impact investors supporting low-income communities throughout the US and around the world.  The Associate will support the organization’s work with investors, donors, and financial professionals at the cutting edge of investing for social impact. 

 

The Associate will be a primary point of contact and provider of administrative support for impact investors.  The successful candidate will be a talented and socially-committed individual, with strong communication and administrative skills, a sharp attention to detail, and a can-do spirit.        

Principal Duties and Responsibilities:

  • Primary Customer Relations Contact for Calvert Foundation – Responsible for helping individual and institutional investors and financial advisors with their questions related to Calvert Foundation and impact investing. 
  • Investor Administration – Primary contact for all investors in the servicing of their accounts.  Handle investor communication and reporting, including mailings and supporting the Social Impact Reporting process.  Use Salesforce to document activity and communicate with team regarding key relationships.
  • External Relations – Support business development and external relations efforts to help meet organizational goals and build the impact investing industry.  This includes representing the organization on the phone and at in-person events.  

 

Qualifications, Skills and Required Experience:

  • Interest in using the power of investing to support community development and social enterprise
  • College Degree
  • Excellent Communication and Customer Service Skills
  • Strong Computer Skills including Microsoft Excel and familiarity with databases, experience with Microsoft Access and Salesforce preferred
  • Ability to accomplish multiple tasks while maintaining attention to detail
  • Desire to work within a team framework and take initiative

About Calvert Foundation:

Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return. People invest in us through the Community Investment Note and then we invest in organizations around the world that empower people living in low-income communities.  Our capital finances affordable housing, job creation, and essential community services. 

Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities.  We ultimately seek to change investor behavior in order to foster a more equitable and sustainable society.

 

Comments:
This position is full-time with generous benefits that include medical, dental, life, PTO & sick leave, 401(k), transportation subsidy, and more.  The position is based in Bethesda, MD.  No phone calls please.  Interested candidates should send a resume and cover letter to jobs@calvertfoundation.org with “Investor Relations Associate” in the subject line.

 

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