Senior Investment Associate - iAlumbra Capital

Senior Investment Associate - iAlumbra Capital

We are seeking a mission‑aligned and detail‑oriented Investment Associate to join the iAlumbra Capital team. This is a hands‑on role supporting the full investment lifecycle, from pipeline development and due diligence through execution, portfolio monitoring, and ongoing portfolio analytics, across a dynamic portfolio of fund commitments, direct investments, and project development opportunities.

The ideal candidate will possess strong analytical skills, research capabilities, clear writing ability, and a passion for leveraging capital to drive systemic change across the Americas.

Location: US or Mexico preferred;
Costa Rica or Panama also considered

Languages: Fluent in English and Spanish

Experience: 4+ years in investment banking, family office, private equity, asset management, or similar fields

Compensation Range: $160,000 – $190,000 base and eligible for an annual bonus

Benefits: Comprehensive package including medical, dental, vision insurance, a 401(k) retirement plan, and paid time off.

Key Responsibilities:

• Draft and refine Investment Committee (IC) memos and supporting materials for new investments and portfolio updates
• Synthesize research, diligence findings, and internal feedback into clear, well‑structured narratives
• Coordinate cross‑functional inputs (legal, tax, accounting, field teams) to ensure timely and high‑quality materials

• Maintain and update active pipeline opportunities in internal systems (e.g., Salesforce)
• Support meeting coordination, internal communication, and follow‑up on action items
• Help ensure visibility and momentum on priority opportunities

• Conduct macroeconomic, sectoral, and company‑specific research
• Prepare benchmarks, comparables, and strategic insight packs to inform investment theses
• Support due diligence across direct investments, fund evaluations, and project structures

• Build and maintain financial models (DCF, comparables, sensitivity/scenario analysis)
• Track performance metrics such as IRR, MOIC, and NAV
• Contribute to portfolio dashboards and capital tracking tools
• Collaborate with tax and accounting functions to support investment‑level analysis

• Monitor financial, operational, and impact KPIs across active investments
• Assist with quarterly reporting, portfolio valuations, and performance updates
• Support portfolio‑level analysis, including data mining, trend identification, and cross‑cutting insights that inform strategy, risk management, and Impact Measurement and Management (IMM)
• Contribute to the development and maintenance of portfolio‑wide dashboards and data systems that enable IMM, thematic mapping, and strategic decision‑making across the portfolio
• Collaborate with investment leads on tracking progress against value creation plans

• Maintain organized records of IC materials, diligence files, contracts, and communications
• Contribute to improvements in internal templates, workflows, and knowledge‑sharing tools
• Help manage data systems and databases (e.g., Salesforce) to ensure accurate portfolio information, reporting readiness, and alignment with IMM and thematic mapping frameworks
• Support implementation of standardized data collection and portfolio monitoring processes

• Participate in ecosystem mapping, pipeline development, and roadshow coordination
• Support investment leads in structuring high‑impact opportunities
• Engage with field teams and philanthropic counterparts to ensure mission alignment and impact tracking

• Bachelor's degree required; background in finance, economics, engineering, public policy, or related fields preferred
• Strong writing and communication skills, including memo development and research synthesis
• Highly organized and detail‑oriented, with the ability to manage multiple projects simultaneously
• Strong Excel skills; financial modeling experience preferred
• Familiarity with Salesforce, PowerPoint, and other data or research platforms (with the ability to learn new systems quickly)
• Deep alignment with iAlumbra's mission and an interest in regenerative systems and catalytic investing