Impact Investing Associate
Boston Impact Initiative, Boston, MA, United States
The Impact Investing Associate will play a central role in advancing Boston Impact Initiative’s capital deployment strategy at a pivotal moment of growth. This is an opportunity to take on meaningful responsibility early—supporting and leading transactions from initial sourcing through diligence, investment committee presentation, and closing.
Working closely with senior leadership, the Associate will evaluate and structure investments across debt, equity, and hybrid instruments, while also partnering directly with entrepreneurs and community stakeholders. Beyond transaction execution, this role contributes to portfolio management, impact measurement, and investor reporting—offering a uniquely holistic view of how capital can be deployed to drive both financial performance and community impact.
This role is well-suited for someone with strong analytical training who is seeking to apply their skills in a mission-driven environment, and who is motivated by the opportunity to grow into a lead investing role over time.
KEY RESPONSIBILITIES Investing
In collaboration with colleagues and community partners, discover, define and evaluate new impact investment opportunities and their fit in the BII portfolio.
Conduct financial, business and impact due diligence; and build financial models and draft due diligence memos for prospective investments in preparation for Investment Committee meetings.
Collect legal documents from companies and liaise with attorneys that draft investment documents.
Provide financial, strategic, and impact coaching to portfolio companies.
Impact
Coordinate and attend annual meetings with portfolio companies.
Analyze and synthesis portfolio impact data and annual impact report with support from the Chief Impact Officer.
Support in the development and implementation of the Impact Ratings system
Support on-going impact management for the portfolio and pipeline companies.
Reporting
Research and present analyses of the portfolio performance and risk profile.
Maintain pipeline and portfolio tracking reports and written documentation on investment decisions.
Conduct monthly and quarterly portfolio reports for the investment committee and board of directors.
Produce quarterly investor reports (data sheets)
There will also be the opportunity to also take on (or create) other projects that help drive the organization’s success.
QUALIFICATIONS We welcome candidates with a range of experiences and perspectives. The strongest candidates will bring:
1-3 years of relevant work experience in corporate finance, social impact investing, entrepreneurial, or business consulting AND one of the following: MBA, Graduate degree in Finance, CFA or CAIA.
Direct impact investing experience is strongly preferred.
Demonstrated interest in and understanding of economic justice, gender equity, sustainability, and/or related topics.
Strong accounting, quantitative analysis, and financial modeling skills.
Resourceful, proactive, able to prioritize and navigate in a fast-paced, team-oriented environment.
Unquestioned ability to handle confidential information in a professional manner.
Knowledge of private market investing (e.g. equity, loans, convertible debt, royalty financing, guarantees) and capital markets. Knowledge of analytical methods for determining fair value and an investment’s merits.
Relationship management skills to support ongoing small business growth.
Bilingual in Spanish is a plus.
Other duties as assigned.
BII is an Equal Opportunity Employer. We embrace diverse skills, perspectives, and ideas. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law.
#J-18808-Ljbffr
Working closely with senior leadership, the Associate will evaluate and structure investments across debt, equity, and hybrid instruments, while also partnering directly with entrepreneurs and community stakeholders. Beyond transaction execution, this role contributes to portfolio management, impact measurement, and investor reporting—offering a uniquely holistic view of how capital can be deployed to drive both financial performance and community impact.
This role is well-suited for someone with strong analytical training who is seeking to apply their skills in a mission-driven environment, and who is motivated by the opportunity to grow into a lead investing role over time.
KEY RESPONSIBILITIES Investing
In collaboration with colleagues and community partners, discover, define and evaluate new impact investment opportunities and their fit in the BII portfolio.
Conduct financial, business and impact due diligence; and build financial models and draft due diligence memos for prospective investments in preparation for Investment Committee meetings.
Collect legal documents from companies and liaise with attorneys that draft investment documents.
Provide financial, strategic, and impact coaching to portfolio companies.
Impact
Coordinate and attend annual meetings with portfolio companies.
Analyze and synthesis portfolio impact data and annual impact report with support from the Chief Impact Officer.
Support in the development and implementation of the Impact Ratings system
Support on-going impact management for the portfolio and pipeline companies.
Reporting
Research and present analyses of the portfolio performance and risk profile.
Maintain pipeline and portfolio tracking reports and written documentation on investment decisions.
Conduct monthly and quarterly portfolio reports for the investment committee and board of directors.
Produce quarterly investor reports (data sheets)
There will also be the opportunity to also take on (or create) other projects that help drive the organization’s success.
QUALIFICATIONS We welcome candidates with a range of experiences and perspectives. The strongest candidates will bring:
1-3 years of relevant work experience in corporate finance, social impact investing, entrepreneurial, or business consulting AND one of the following: MBA, Graduate degree in Finance, CFA or CAIA.
Direct impact investing experience is strongly preferred.
Demonstrated interest in and understanding of economic justice, gender equity, sustainability, and/or related topics.
Strong accounting, quantitative analysis, and financial modeling skills.
Resourceful, proactive, able to prioritize and navigate in a fast-paced, team-oriented environment.
Unquestioned ability to handle confidential information in a professional manner.
Knowledge of private market investing (e.g. equity, loans, convertible debt, royalty financing, guarantees) and capital markets. Knowledge of analytical methods for determining fair value and an investment’s merits.
Relationship management skills to support ongoing small business growth.
Bilingual in Spanish is a plus.
Other duties as assigned.
BII is an Equal Opportunity Employer. We embrace diverse skills, perspectives, and ideas. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law.
#J-18808-Ljbffr