Senior Investment Analyst

Job Summary

A company is looking for a Senior Investment Analyst to join their Portfolio Services team.

Key Responsibilities:

• Underwrite and present investment opportunities for impact-based portfolios
• Complete financial, business, and market analysis on various impact-oriented entities
• Shape and structure investment deals to create maximum social and financial value

Qualifications:

• 5+ years of experience underwriting and structuring deals in finance-related roles
• Deep understanding of nonprofit organizations, small businesses, lending, financing, and real estate transactions
• Excellent analytical, critical thinking, and decision-making skills
• Ability to adapt and work in a startup environment with competing priorities and deadlines
• Comfort with technology tools, including Google Workspace, Microsoft Suite, project management systems, and communication systems