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Investments Officer

Position: 
Investments Officer
Job Description: 

INVESTMENTS OFFICER

(FULL TIME/EXEMPT)

JOB SUMMARY

The Investment Officer reports to the Senior Vice President of Investments.  The Investment Officer is a member of a small and highly collaboratively team that stewards the foundation’s investments and investment relationships to ensure strong consistent performance, effective operations and clean audits.

The Investment Officer works closely with donor and community facing teams to present and explain SVCF’s various investment programs, including the Investment Pools, Individually Managed Funds, Nonprofit Investment Program, Community Impact Loan Fund, and donor recommended impact investments. Working at the intersection of social impact and investment, the Officer coordinates activity of the loan fund, a place-based impact fund providing capital to community organizations. The Officer also participates in conducting due diligence, monitoring and reporting on individual impact investments recommended from donor advised funds. Excellent written and verbal communication skills are essential. A strong knowledge of institutional investing, credit underwriting and community financing practices is highly desired. The successful candidate is analytical, results oriented, adept at juggling multiple priorities, and enjoys new challenges and continuously advancing the quality of their work.

The Officer works closely with the Senior Vice President, Senior Investments Officer, and Investments Associate to administer, monitor or support SVCF’s various investment programs and third-party relationships. The Officer collaborates with development and donor service teams to present SVCF’s investment programs to potential and existing clients, and develop appropriate investment solutions. The Officer also works cross-functionally and closely with community and donor facing teams, marketing and SVCF’s loan consultant to coordinate activities of the Loan Fund. The Officer communicates with potential and existing donors, nonprofits, loan fund borrowers, community partners, investment managers, service providers, and other outside groups. The Officer attends regular Investment and Loan Fund committee meetings and represents SVCF to outside groups as requested.

RESPONSIBILITIES

  • Present SVCF’s investment pools, programs and services. Explain SVCF’s investment policies, strategy, portfolio composition, costs and performance.  Prepare effective presentation materials. Evaluate donor or nonprofit fund activity in light of charitable goals and advise on appropriate investment solutions and pool allocations. Prepare annual reviews and custom fund analysis and communications. 
  • Periodically meet with existing investment managers in SVCF’s investment pools to review strategy, monitor performance, and explain how the strategy and manager’s skill complements the portfolio.
  • Develop and maintain investment-related marketing collateral and donor/client communications. Leverage marketing and social media channels to inform internal and external stakeholders about investments.
  • Conduct due diligence on program- and mission-related investments recommended by fund advisors. Advance policies, guidelines and practices to ensure best in class services and operational viability.
  • Work with Loan Fund team and external consultant to prioritize prospective borrowers, coordinate underwriting, process loans, manage the portfolio and resolve operational issues. Ensure timely evaluation, credit quality, mission alignment and local impact.
  • Develop compelling investor communications and impact reporting to drive ongoing investment from donor funds to the Loan Fund.  Coordinate planning and preparation of Loan Fund committee meeting agendas and docket materials. Prepare regular reporting to board, staff and donors. 
  • Maintain knowledge of local, regional and national trends and conditions in place-based, community investing and community finance, including activities of potential co-funders such as CDFIs, foundations, family offices, and bank community investment units. 
  • Maintain knowledge of donor advised fund rules (PPA 2006), endowment and institutional fund investment practices (UPMIFA), and endowment spending and investment policy best practices. Establish self as knowledgeable resource for donors and nonprofits.  
  • Maintain valuation support for annual audit deliverables, including loan and impact investments information necessary to complete audit schedules, valuations and notes and tables for financial statements. Generate audit deliverables as requested.  

QUALIFICATIONS

  • Bachelor’s degree and four to seven years of experience or equivalent combination of education and experience; degree in finance, investments, business administration, real estate or urban planning preferred; advanced degree a plus; experience in investments, loan documents, due diligence, and credit underwriting preferred
  • High degree of self-motivation, dedication, creativity, and perseverance
  • Proficiency in analyzing financials of nonprofit and social enterprise organizations
  • Excellent cross-functional project management and ability to work with diverse groups
  • Exceptional verbal and written communication skills
  • Highly proficient in Excel, Word and PowerPoint
  • Strong knowledge of institutional investment practices and portfolio management principles
  • Strong knowledge of accounting and financial reporting principles
  • Highly organized and able to manage multiple priorities
  • Strong analytical and qualitative skills 

WORK ENVIRONMENT/PHYSICAL DEMANDS

Silicon Valley Community Foundation is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, physical disability, mental disability, medical condition, military and veteran status, marital status, sexual orientation, gender, gender expression, gender identity, genetic information, or any other characteristic protected by applicable law. 

Silicon Valley Community Foundation makes reasonable accommodation for applicants and employees with known physical or mental disabilities.

APPLICATION PROCEDURE

Submit a resume with cover letter explaining your interest in the position and what you would bring to Silicon Valley Community Foundation.

Application deadline: open until filled.

Internal candidates should contact a member of the Human Resources Department directly.

ABOUT SILICON VALLEY COMMUNITY FOUNDATION

Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems.  As the largest community foundation in the world, we engage donors and corporations from Silicon Valley, across the country and around the globe to make our region and world better for all. Our passion for helping people and organizations achieve their philanthropic dreams has created a global philanthropic enterprise committed to the belief that possibilities start here.  Learn more at siliconvalleycf.org.