Officer, Product Reporting and Operations – Calvert Impact

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Website Calvert Impact

About Calvert Impact

Calvert Impact is a global nonprofit investment firm that helps investors and financial professionals invest in solutions that people and the planet need. During its 25-year history, Calvert Impact has mobilized over $4 billion to grow local community and green finance organizations through its flagship Community Investment Note™ and structuring services. Calvert Impact uses its unique position to bring the capital markets and communities closer together. More at



Job Description

The Strategy team at Calvert Impact has developed two new products that enable us to bring the capital markets closer to the communities we serve – one focused on addressing the urgency of climate change (the Cut Carbon Note) and another focused on reducing credit gaps for under-banked small businesses across the U.S. (Access Small Business Program).


The team is seeking an Officer to assist with servicing, reporting, and other operational functions supporting Cut Carbon and Access. The role requires someone who is skilled at data management and analysis, has superb organizational and project management skills, and thrives in a fast-paced environment. This position will report to the Director of the Access Small Business Program and will work across the organization, coordinating closely with members of the Accounting, Loan Administration, and Impact Measurement and Management teams.


Key Responsibilities

Key responsibilities include, but are not limited to:


  • Provide operational support to the firm’s Access program, including contribution to key processes such as loan purchase and repayment cycles
  • Design, prepare and distribute reporting to key Access stakeholders, including warehouse lender, state agencies, US Treasury, auditors and other partners
  • Coordinate with Cut Carbon asset servicer and trustee to prepare and disseminate semi-annual distribution date reports
  • Collaborate with internal and external partners to issue new series of Cut Carbon Notes
  • Contribute to ongoing financial modeling and projections for Access and Cut Carbon programs
  • Provide analysis related to asset, lender and program performance, trends and forecasts
  • Work with the Impact Measurement and Management team to collect, manage, and analyze portfolio impact data, both quantitative and qualitative
  • Support the development of IMM frameworks and systems for new products
  • Be a positive contributor to our high-performing, self-starting, mission-driven culture
  • Assist in grant reporting and compliance
  • Assist to ensure a clean and timely year end audit on multiple entities, including compilation of requested materials, preparation of reports, and responding to audit questions raised
  • Engage with colleagues on the team and across the organization on special projects as needed



The ideal candidate:

  • Is passionate about the mission and work of Calvert Impact and our commitment to justice, equity, diversity, and inclusion
  • Is proficient in Excel, bonus if the candidate is familiar with relational databases and/or data visualization tools (e.g., Airtable, Power BI, Salesforce)
  • Is fluent in English and is an effective and respectful communicator (both oral and written) and listener
  • Can work effectively both as part of a team and independently
  • Is open to different perspectives and learning new methods of analysis
  • Is skilled at prioritizing competing demands and working across teams with different priorities
  • Is intellectually curious, combined with a good sense of humor and high integrity
  • Has a positive, “can-do” attitude focused on implementing solutions
  • Minimum of three years of financial services experience, with lending, capital asset finance, and/or debt fund accounting experience strongly preferred
  • Has an undergraduate degree in Finance, Accounting or a related field, bonus if the candidate has taken any impact investing, economic development, and/or impact measurement courses
  • Is authorized to work in the United States



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