Website Calvert Impact OTOF, LLC
About Calvert Impact OTOF, LLC
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 $5 billion to grow local community and green finance organizations through its flagship Community Investment Note™, Cut Carbon Note, Mission Driven Bank Fund, and structuring services. Calvert Impact uses its unique position to bring the capital markets and communities closer together. Through innovative products and a collaborative approach, Calvert Impact aims to leverage private sector investment to create measurable social and environmental impact. The organization works closely with financial institutions, foundations, and endowments to provide capital where traditional financial services fall short.
About this Role
Calvert Impact is an established nonprofit investment firm seeking a highly motivated and service-oriented professional to join our growing team. This role involves engaging with various institutional investors, such as family offices, corporations, insurance companies, foundations, and endowments. The ideal candidate will help grow our investment programs and enhance the overall impact investing industry by effectively using their relationship management, marketing, sales, customer service, and strategic partnership skills. This role will be critical in expanding our investment programs, requiring a blend of strategic thinking and consistent execution of work plans. You will directly interact with institutional investors and financial professionals, manage institutional due diligence requests, and leverage proprietary software and Salesforce to maintain relationships and investments. The role also includes supporting new product development, and contributing to external communication efforts and operational excellence.
Responsibilities
- Act as a primary point of contact for institutional investors and financial professionals about Calvert Impact’s investment programs and impact.
- Develop and manage institutional relationships through consistent outreach, engagement, and customer service.
- Manage institutional due diligence requests and reporting.
- Leverage proprietary software and Salesforce to ensure relationships and investments are properly administered.
- Develop Calvert Impact Capital’s industry positioning and educational reach.
- Support new product development and business intelligence across the Calvert Impact family of organizations.
- Contribute to strategic communication, content development, and external meetings/events.
- Contribute to customer and industry service-oriented culture and operational excellence.
Requirements
- A demonstrated commitment to impact investing and Calvert Impact’s mission.
- At least 7 years of professional institutional relationship management and business development experience, including with family offices, corporates, insurance, foundations, and endowments.
- Knowledge of public and private investment products/markets, and an active Series 63/66 license or willingness to study for one.
- Proven management capabilities, including ability to be both strategic and consistently execute on work plans.
- Strong written and verbal communication and public presentation skills to a variety of audiences.
- Strong attention to detail, organization, and follow-through.
- A collaborative, team-first attitude.
- Systems and process-minded, with Salesforce and Microsoft Office experience preferred.
- Ability and desire to travel up to 33% of the time.
Benefits
- {No explicit job benefits listed in the provided description. Additional benefits information would need to be sourced directly from Calvert Impact or through the application process.} This completes the formatted extraction of the job description provided.
