Director of Place Investments

• Oversee place-based investments across Intermountain Health's service areas
• Report to the VP of Community Health with a dotted line to the Chief Investment Officer
• Engage with community leaders, Intermountain Health executives, borrowers, applicants, and external organizations
• Manage Intermountain Health's place-based investment program and provide strategic direction with System Treasury, Legal, Philanthropy, Community Health, and Finance
• Design and implement a place-based investment program addressing social determinants contributing to poor health
• Develop a strategic framework aligned with Community Health Needs Assessments, system priorities, and health-improvement KPIs
• Monitor industry best practices and innovations in place-based investing
• Develop strategies and tools to assess investment risk and return
• Activate community health teams and geographic leaders to source opportunities
• Maintain compliance with legal, tax, accounting, investment, and regulatory requirements and protect allocated assets
• Develop communication and educational materials with marketing or communications
• Establish partnerships with funding and investing organizations within service areas and nationally
• Increase management and board knowledge of place-based investment initiatives
• Build an investment sourcing pipeline identifying investments with financial returns and social determinant of health impact
• Build and maintain a network of local investing partners, including financial institutions and CDFIs, and manage the application process
• Coordinate investment fund requests and applications from external organizations
• Review proposals and credit memos and oversee due diligence
• Develop new investment strategies and policy initiatives
• Serve as staff liaison and support governance activities and approvals

• Bachelor's Degree in business administration, finance, or accounting required
• Degree must be obtained through an accredited institution; education is verified
• Master's Degree preferred
• Demonstrated track record of financial and communication skills, partnership development, and working successfully with community-based organizations
• Outstanding verbal and written communication skills and financial skills
• Ability to work closely with diverse internal and external constituents to foster partnerships and achieve program goals within a large, diverse organization
• Strong organizational skills and commitment to providing high-quality services
• Strategic thinking skills with ability to consider long-term goals and assess options and implications
• Five years prior experience in a leadership role within a matrixed organization, with frequent interactions with senior leaders and community health improvement
• Prior leadership experience in banking and/or finance
• Ability to mobilize diverse groups with varied interests toward specific organizational goals
• Demonstrated experience leading a portfolio dedicated to impact investing with successful return rates
• Experience in and knowledge of investment strategies
• Ten years of experience in place-based investment work (preferred qualifications)
• Ability to see and read information, documents, and monitors and assess customer needs
• Ability to verbally communicate and hear and understand spoken information quickly and accurately
  
  Manual dexterity for manipulating complex and delicate equipment, including frequent computer use
• Ability to drive a vehicle for roles requiring driving

Demonstrates expertise in place-based investment strategies, financial analysis, and partnership development, with a strong focus on community health improvement and compliance with regulatory requirements. Proven ability to lead diverse teams and engage with stakeholders to achieve strategic goals.

• Place-Based Investment Management
• Financial Analysis
• Partnership Development
• Strategic Thinking
• Community Health Improvement

• Financial Skills
• Investment Strategies
• Risk Assessment
• Due Diligence
• Program Development
• Compliance Management
• KPI Development
• Impact Investing
• Portfolio Management
• Community Needs Assessment

• Verbal Communication
• Written Communication
• Organizational Skills
• Leadership
• Collaboration

• Bachelor's Degree Master's Degree (Preferred)

• Community Health
• Social Determinants of Health
• Investment Risk
• Financial ReturnsCDFIs
• Governance Activities
• Matrixed Organization
• Stakeholder Engagement
• Health Improvement KPIs
• Funding Partnerships