Impact-First Investments Officer

Starting salary range: $110,733-$118,450/Annually
Biweekly $4,258.96-$4,555.76
Full-Time, Exempt, Salary

This is an in-office position for the first 100 days. Requires in-office work five (5) days per week.

Following the first 100 days, staff have the flexibility to work two (2) days remotely. Mandatory in-office workdays are Tuesdays & Wednesdays.

Only applicants who reside in California and submit a cover letter will be considered.

• CCF IS A MANDATORY COVID-19 VACCINATION EMPLOYER***

The Impact-First Investments Officer is a member of the Finance team, reporting to the Senior Vice President of Investments, and plays a key role in implementing California Community Foundation's impact-first investment strategy by managing the sourcing, evaluation, execution, and ongoing administration of impact-first investments. Working closely with the Senior Leadership Team, Impact Team staff, external investment consultants, legal counsel, and prospective investees, this position exercises independent judgment in executing complex transactions, developing investment recommendations, identifying risks, and managing investments throughout their lifecycle, while recommending process improvements and serving as a subject matter resource on the Foundation's Impact-First investment program.

The role combines project management, investment operations, relationship management, and administrative oversight to ensure investments are executed efficiently, appropriately documented, and effectively monitored after closing, and serves as the primary internal resource for questions related to the Foundation's impact-first investment portfolio and processes.

• Serve as the primary point of contact for organizations seeking impact-first investments, directing intake and preliminary review of direct loans, loan guarantees, loan fund participations, and direct equity or venture capital investments.
• Maintain the investment pipeline, tracking opportunities from initial inquiry through closing and ensuring they're routed through established review and approval processes.
• Partner with the Impact Team and the Foundation's investment consultant to evaluate strategic alignment, financial feasibility, risk, and proposed investment structures.
• Oversee due diligence materials and checklists, and prepare or direct the preparation of investment memoranda, summaries, and Investment Committee materials.
• Serve as project manager for investments throughout due diligence, developing transaction timelines and facilitating discussions among borrowers, consultants, legal counsel, and Foundation staff to advance deals.
• Oversee investment and loan documentation, closing requirements, and the funding process for approved investments, liaising with Finance and other internal departments.
• Monitor portfolio performance, maintain accurate records, and manage invoicing, repayment schedules, and covenant reporting for the impact-first investment portfolio.
• Evaluate amendment, waiver, or restructuring requests and develop recommendations for senior leadership.
• Attend Investment Committee meetings, oversee logistics and minutes, and independently track and implement follow-up actions.
• Serve as the primary relationship manager for borrowers, investees, and prospective applicants, and as the internal resource for colleagues on impact-first investments.
• Prepare periodic reports on pipeline activity and portfolio performance, and support policy, process, and workflow improvements for the impact-first investment program.

• Bachelor's degree in finance, Economics, Business Administration, Nonprofit Management, Public Policy, or a related field required.
• 5+ years of progressively responsible experience in community development finance, impact investing, program related investing, commercial lending, nonprofit finance, investment operations, philanthropy, or a related field.
• Experience managing complex projects involving multiple stakeholders, with strong organizational and project management skills and exceptional attention to detail.
• Ability to manage multiple transactions simultaneously while meeting deadlines.
• Experience working with investment documentation, loan agreements, or legal documents.
• Excellent written and verbal communication skills, with strong analytical and problem-solving abilities.
• Proficiency with Microsoft Office applications, particularly Excel and Word; experience with Workday a plus.
• Clear and compelling communicator, able to interact confidently with diverse audiences including donors, Board members, and nonprofit and community groups.

• Strong analytical and problem-solving skills, with a systems-thinking approach to finding solutions from multiple data points.
• Intellectual curiosity and initiative, proactively seeking out solutions and applying innovative, community-centered approaches to challenges.
• Ability to facilitate meetings and group processes for fact-finding, decision-making, peer learning, and problem…