Investments Director

About the Organization

The Momentus Capital branded family of organizations—which includes Capital Impact Partners, CDC Small Business Finance, and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member)—are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We work to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach supports small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders succeed, their communities, residents—and our country—thrive.

About the Role

The Investments Director is an integral part of the Impact Investment Group, focused on making investments that generate equitable economic prosperity and promote community health nationwide. The Director will source and execute impact investments, manage portfolio companies, report to stakeholders, support the development of the Investments Team’s infrastructure, and assist in managing fund-level performance. This position reports to the Managing Director of Investments and can be located in the Arlington, VA; California; or New York City metropolitan area offices, or may be 100% remote.

Responsibilities

• Proactively identify potential investment opportunities using your network and knowledge base.
• Screen new investment opportunities to assess fit with the fund’s mandate.
• Analyze the competitive landscape for potential investments.
• Work with and oversee junior-level professionals on the team.
• Support and lead the due diligence process for potential investments.
• Develop financial models to assess cash requirements for key milestones within potential investments and current portfolio companies.
• Track progress of portfolio companies post-investment.
• Support executives in board responsibilities and, over time, assume select board responsibilities.
• Prepare investment updates and valuations for quarterly and annual reports.
• Coordinate due diligence processes and lead negotiation of terms for new investments.
• Contribute to knowledge management and translation of project and programmatic data.
• Track fund deal flow and coordinate reports and summaries for weekly team meetings.
• Compile impact data for portfolio companies.
• Provide organizational support as needed.

Requirements

• Completion of a bachelor’s degree in a relevant field, plus a graduate degree or equivalent experience.
• 5+ years of work experience in investing into companies, including financial modeling and sensitivity analysis.
• Investment experience in health, food, co-op, or social entrepreneurship sectors.
• Demonstrated experience preparing and negotiating complex transactions while balancing programmatic needs of community-based organizations with sound underwriting judgment and risk mitigation.
• Familiarity with one or more of Capital Impact’s five core geographies.
• Ability to generate deal flow using your own contacts and experience.
• Demonstrated interest in and experience with impact investing.
• Exposure to boards of directors as a member or observer.
• Experience leading the due diligence process for potential investments.
• Ability to interact professionally with bankers, investors, and other stakeholders.
• Highly skilled in writing investment summaries, memos, and preparing PowerPoint presentations.
• Comfort working with minimal supervision and demonstrated ability to be proactive and organized.
• Strong communication, presentation, analytical, and critical-thinking skills.
• Ability to prioritize and manage multiple projects while meeting tight deadlines.
• Passion for community and economic development, impact investing, and social justice.
• Advanced proficiency in Excel, Word, PowerPoint, and Google Suite; Salesforce experience is a plus.
• Ability to travel up to 20% of the time.

Benefits

The salary range for this position is $142,244–$190,000 and may include eligibility for an annual discretionary incentive. Salary varies by location:

• Structure A: $142,244–$170,000 (all locations except Structures B and C).
• Structure B: $158,048–$180,000 (Washington, D.C.; Maryland; Virginia (DMV); non-Bay Area California markets; Massachusetts).
• Structure C: $173,379–$190,000 (New York; New Jersey; California Bay Area).

All employees must be legally authorized to work in the United States. The company will not sponsor applicants for work visas.