Investments Director

About Capital Impact Partners

Capital Impact Partners is a nonprofit community development financial institution (CDFI) that is transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. The organization operates through multiple entities, including an SEC-registered broker-dealer, MSRB-registered municipal advisor, FINRA-approved municipal advisor, and municipal securities broker-dealer, with FINRA/SIPC membership. These affiliated entities work in coordination to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth.

The organization offers a comprehensive suite of financial products and services designed to support economic development across the country. Through its integrated platform, Capital Impact Partners provides loan products tailored to various community needs, impact investment opportunities that align financial returns with social outcomes, training and business advising programs to build entrepreneurial capacity, and technology solutions that streamline access to capital.

This holistic approach serves a diverse range of clients including small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception through expansion. Capital Impact Partners operates with a focus on five core geographies, strategically targeting regions where impact investments can drive meaningful change. The organization is committed to advancing social justice, economic development, and community prosperity by ensuring that when local leaders have the opportunity to succeed, their communities, residents, and the country as a whole thrive.

The organization’s work emphasizes the connection between financial inclusion, economic opportunity, and systemic change in creating pathways to generational wealth for underserved communities.

The Investments Director is an integral part of the Impact Investment Group, which is focused on making investments that generate equitable economic prosperity and promote community health throughout the country. This position plays a critical role in sourcing and executing impact investments while managing portfolio companies and supporting the development of the investments team’s infrastructure. The Director will be responsible for reporting to stakeholders, assisting in the management of fund-level performance, and working closely with portfolio companies across the country to generate measurable impact and rationalized investment returns.

The Investments Director reports to the Managing Director of Investments and can be located in the Arlington, Virginia, California, or New York City metropolitan area offices, or work 100% remotely. This position offers flexibility in work location while requiring close collaboration with team members and external stakeholders across multiple geographies.

• Proactively identify potential investment opportunities using own network and knowledge base
• Screen new investment opportunities to assess their fit with the fund’s mandate
• Analyze the competitive landscape for potential investments
• Work with and oversee junior-level professionals on the team
• Support and lead the due diligence process with potential investments
• Develop financial models to assess cash requirements for key milestones within potential investments and current portfolio companies
• Track progress of portfolio companies post investment
• Support executives in their board responsibilities and, over time, assume select board responsibilities
• Work on investment updates and valuations for quarterly and annual reports
• Coordinate due diligence processes
• Support and lead negotiation of terms for new investments
• Contribute to knowledge management and translation of project and programmatic data
• Track fund deal flow and coordinate reports and summaries for weekly team meetings
• Compile impact data for portfolio companies
• Provide organizational support as needed

• Completion of a bachelor’s degree in a relevant field, plus a graduate degree or…