Associate Director, Impact Investments
The Boston Foundation, Boston, MA, United States
Position
Associate Director Impact Investments 20251212
Department Program
Reports To Vice President & Chief Program Officer
FLSA Classification Exempt
FTE 1
Supervises None
Hybrid Schedule 2 days per week in office preferred, with flexibility as needed.
Position Budgeted $100,000.00 - $110,000.00
Position Summary The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston. This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer.
Essential Functions
Investment Research & Analysis
Support Due Diligence on Mission First Pool (MFP) opportunities
Support sector level (CDFI and Impact Funds) research
Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities
Support transaction document processing
Reporting and Presentations
Track impact measurement metrics
Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool
Support the Impact Investments Team in creation of presentations
Field Building
Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner
Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand
Other Duties And Responsibilities
Individuals assigned to this position may perform other duties as assigned
Qualifications Preparation, Knowledge, Previous Experience:
Bachelor’s degree or equivalent experience
2-3 years relevant work experience in consulting or professional financial services
Skills, Abilities, Competencies
Demonstrated experience analyzing business models
Proficiency in financial modeling to support debt and equity investment analysis
Proficiency creating presentations
Excellent written and oral communication skills
Experience with legal concepts associated with private investing
Familiarity with affordable housing trends and investment considerations
Familiarity with CDFIs and other intermediaries such as Impact Investing Funds
Understanding of and commitment to the Foundation’s mission
Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation
Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks
Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston
Working Conditions & Physical Demands
Ability to work for long periods of time at a workstation
Ability to use a computer monitor and keyboard for long periods of time
Ability to work onsite and remotely, as required
The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.
External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.
This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.
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Department Program
Reports To Vice President & Chief Program Officer
FLSA Classification Exempt
FTE 1
Supervises None
Hybrid Schedule 2 days per week in office preferred, with flexibility as needed.
Position Budgeted $100,000.00 - $110,000.00
Position Summary The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston. This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer.
Essential Functions
Investment Research & Analysis
Support Due Diligence on Mission First Pool (MFP) opportunities
Support sector level (CDFI and Impact Funds) research
Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities
Support transaction document processing
Reporting and Presentations
Track impact measurement metrics
Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool
Support the Impact Investments Team in creation of presentations
Field Building
Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner
Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand
Other Duties And Responsibilities
Individuals assigned to this position may perform other duties as assigned
Qualifications Preparation, Knowledge, Previous Experience:
Bachelor’s degree or equivalent experience
2-3 years relevant work experience in consulting or professional financial services
Skills, Abilities, Competencies
Demonstrated experience analyzing business models
Proficiency in financial modeling to support debt and equity investment analysis
Proficiency creating presentations
Excellent written and oral communication skills
Experience with legal concepts associated with private investing
Familiarity with affordable housing trends and investment considerations
Familiarity with CDFIs and other intermediaries such as Impact Investing Funds
Understanding of and commitment to the Foundation’s mission
Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation
Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks
Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston
Working Conditions & Physical Demands
Ability to work for long periods of time at a workstation
Ability to use a computer monitor and keyboard for long periods of time
Ability to work onsite and remotely, as required
The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.
External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.
This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.
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