Impact Investing Portfolio Management Vice President

We are seeking a Vice President to join the Citi Impact Fund team in a portfolio management role. The $500 million Citi Impact Fund, launched in 2020, makes direct equity investments in “double‑bottom line” U.S.-based start‑ups that leverage technology to address society’s most pressing challenges. The role is based in Charlotte, NC with frequent travel to New York and works closely with the investment team and cross‑functional partners in Operations and Finance.

Key Responsibilities

• Manage a portfolio of investments, monitoring company performance, tracking financial and impact results, and preparing internal quarterly portfolio reviews and other analyses.
• Support follow‑on investment opportunities, including diligence, approvals, execution and structuring.
• Support the fund’s quarterly portfolio review processes for both the direct and fund (LP) investment portfolios, including deck creation, metrics and performance analysis.
• Support the Fund’s impact measurement and management processes and development of the annual impact report.
• Support value creation, post‑investment support and cross‑functional collaboration projects, both internal and external facing, to support portfolio companies and founders.
• Lead internal partner engagement on governance and operational items over the life cycle of an investment.
• Manage portfolio analysis and data projects for Citi risk and control functions as well as regulatory requirements.

Qualifications

• Commitment to the Citi Impact Fund’s mission and desire to innovate in impact investing.
• 2 + years of experience in private equity / venture capital investing and/or portfolio management; total of 4‑5 + years of experience in a relevant role (investment banking, strategy consulting, corporate finance, or direct business experience in one of the fund’s investment verticals).
• Strong preference for investing or portfolio management experience in at least one of Citi Impact Fund’s key verticals; specific experience or interest in impact investing strongly preferred.
• Strong understanding of finance and investment acumen, including the ability to develop and manage complex analysis, conduct rigorous primary market and industry diligence, prepare valuation analysis, and synthesize findings in written investment and portfolio reporting materials.
• Strong communication and relationship‑management skills as well as an entrepreneurial spirit.
• Attention to detail and desire to deliver high‑quality work products that drive key decisions.
• Confident interpersonal skills and comfort contributing to discussions at senior levels.
• Natural curiosity for learning new things and proactively sharing information with others.
• Strong sense of urgency in driving projects to completion and ability to prioritize assignments in a fast‑paced environment.

Education

Bachelor’s degree required, preferably in a technical or analytical discipline.

Compensation

Salary range: $107,120.00 – $160,680.00. In addition to base salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage
• 401(k) retirement plan
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including vacation, sick leave, and paid holidays

Schedule

Full‑time position.