Calvert Giving Fund
Calvert Foundation, an industry leader, has been named one of the top organizations changing the world by Fast Company for the past three years.
Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping undeserved communities. We offer an excellent benefits package that includes medical, dental, life, 401(k), transportation subsidy and more.
> Staff Accountant
> Senior Investment Officer
> Junior Investment Officer
> Executive Associate
> Donor Development Manager (part-time)
Staff Accountant
Calvert Foundation is looking for a skilled Staff Accountant who seeks to use her/his education and experience to make a difference in the world and create exceptional community impact -- helping to channel capital to underprivileged communities here and abroad. The Staff Accountant is primarily responsible for using the Solomon general ledger system for the accurate and timely preparation of financial statements for Calvert Foundation and our partner clients and will work closely with the Controller and other members of the accounting staff. More specifically, the Staff Accountant will be responsible for the monthly reconciliation of selected general ledger and bank accounts and the review of selected subsidiary ledgers entries for accuracy, including but not limited to Accounts Receivable, Accounts Payable and Cash Management.
Skills
We seek a talented and socially responsible individual with exceptional skills/background/education and a passion for using investment as a tool to alleviate poverty.
The successful candidate will have
(1) a bachelors degree, with a concentration in accounting and a high GPA;
(2) at least 3-5 years of relevant experience, including detailed knowledge of Solomon or another module-based accounting system; and
(3) the ability to work independently, multi-task, and prioritize competing demands. We also are looking for the right combination of high energy, overall intellect, collaborative mind set, and sharp attention to detail.
This position will fully utilize your diverse set of skills and customer orientation, while immersing you in the worthy mission and business leadership of Calvert Foundation.
Senior Investment Officer
Calvert Foundation seeks an experienced lending professional with a background in lending to social enterprises, non-profits, and/or small businesses, to serve as a Sr. Investment Officer. We are looking for an individual who seeks to use her/his experience and education to make a difference in the world and help channel capital to underprivileged communities in the United States and abroad.
The Sr. Investment Officer reports to the Executive Vice President and Chief Lending Officer and is responsible for managing relationships with current and prospective borrowers and overseeing the credit quality of loans within his/her portfolio.
The Sr. Investment Officer will have specific responsibility for managing the Fair Trade and Social Enterprise Portfolios, which includes domestic and international organizations. This position will also be responsible for managing one or more investment professionals and Calvert Foundation’s relationships with underwriting analysts.
The Sr. Investment Officer will:
- Manage a portfolio of Program Related Investments and Mission Related Investments in non-profits, social enterprises and other mission based organizations.
- Create and implement portfolio strategies for the Fair Trade and Social Enterprise portfolios, including identification of capital sources and new borrower relationships.
- Manage risks and credit quality of her/his portfolios
- Identify new business development opportunities. Generate and monitor a pipeline of investment opportunities.
- Evaluate due diligence reviews, including financial analysis, and make recommendations for new loans to prospective borrowers and increases to current borrowers.
- Review and adjust financial models to appropriately risk score loans.
- Prepare and present investment recommendations for approval of new transactions and policies to appropriate Investment Committees.
- Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
- Market Calvert Foundation products and services to the Fair Trade and Social Enterprise industries through attendance, presentations and networking at conferences and participation in trade association organizations
- An ability to travel up to 20% of the time
We seek a talented and socially responsible individual with skills/background/education in the areas of affordable housing, community development and social enterprise, with a passion for using investment as a tool to alleviate poverty.
The successful candidate will have:
- A minimum of a Masters in Business Administration or Public Policy or equivalent experience.
- 5 – 8 years of relationship management, credit and/or loan underwriting experience
- Experience managing professionals or a team
- Expert knowledge of Microsoft Word, Excel and Access Database software. Proficiency with Nortridge database system is a plus.
- Ability to work independently, multi-task and prioritize competing demands.
- Excellent communication and writing skills.
- A “can-do” attitude, with strong problem solving skills.
We also are looking for the right combination of high energy, intellectual curiosity, collaborative approach, and sharp attention to detail. This position will fully utilize a diverse set of skills and talents, and offer an opportunity to contribute directly to the mission and business leadership of Calvert Foundation.
Compensation:
Salary is commensurate with experience and competitive with national nonprofits and private foundations of similar size and scope.
Comments:
Excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more.
No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with Sr. Investment Officer in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Junior Investment Officer
Calvert Foundation seeks an experienced lending professional with a background in affordable housing and/or lending to non-profits to serve as a Jr. Investment Officer. We are looking for an individual who seeks to use her/his experience and education to make a difference in the world and help channel capital to underprivileged communities in the United States and abroad.
The Jr. Investment Officer reports to the Sr. Investment Officer and is responsible for managing relationships with current and prospective borrowers and overseeing the credit quality of loans within his/her portfolio. The Jr. Investment Officer will have specific responsibility for managing the Affordable Housing and/or Social Enterprise Portfolio, which includes domestic and international organizations.
The Jr. Investment Officer will:
- Manage a portfolio of Program Related Investments in affordable housing loan funds and affordable housing developers.
- Create and implement strategies for the Affordable Housing portfolio, including identification of capital sources and new borrower relationships.
- Identify new business development opportunities. Generate and monitor a pipeline of investment opportunities.
- Evaluate due diligence reviews, including financial analysis, and make recommendations for new loans to prospective borrowers and increases to current borrowers.
- Review and adjust financial models to appropriately risk score loans.
- Prepare and present investment recommendations for approval of new transactions and policies to appropriate Investment Committees.
- Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
- Market Calvert Foundation products and services to the CDFI and Affordable Housing industries through attendance, presentations and networking at conferences
We seek a talented and socially responsible individual with skills/background/education in the areas of affordable housing, community development and social enterprise, with a passion for using investment as a tool to alleviate poverty.
The successful candidate will have:
- A minimum of a bachelor’s degree with a major in business, accounting and or finance required; graduate degree preferred with a Masters in Business Administration or Public Policy.
- A minimum of 2 years of credit and underwriting experience or other relevant experience.
- Expert knowledge of Microsoft Word, Excel and Access Database software. Proficiency with Nortridge database system is a plus.
- Ability to work independently, multi-task and prioritize competing demands.
- Excellent communication and writing skills.
- A “can-do” attitude, with strong problem solving skills.
We also are looking for the right combination of high energy, intellectual curiosity, collaborative approach, and sharp attention to detail. This position will fully utilize a diverse set of skills and talents, and offer an opportunity to contribute directly to the mission and business leadership of Calvert Foundation.
Compensation:
Salary is commensurate with experience and competitive with national nonprofits and private foundations of similar size and scope.
Comments:
Excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more.
No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with Jr. Investment Officer in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Executive Associate
Calvert Foundation is looking for an Executive Associate who seeks to use her/his education and experience to support the Foundation’s Executive Director and in so doing, make a difference in the world and create exceptional community impact -- helping to channel capital to underprivileged communities here and abroad.
The Executive Associate will work closely with Calvert Foundation’s Executive Director -- getting a view at the top of this cutting edge non-profit. Responsibilities are primarily administrative in nature – particularly in the first three to six months – with room to get involved with more substantive areas over time. While principally providing administrative support, the Executive Associate will gain considerable exposure and access to important industry leaders – coordinating Board efforts, supporting strategic planning initiatives, and facilitating the ED’s role in resource mobilization.
We seek a talented and socially responsible individual interested in contributing to the Foundation’s poverty alleviation goals. The successful candidate will have:
(1) a bachelors degree;
(2) familiarity with community development in the US and/or microfinance overseas; and
(3) a can-do spirit willing to do what’s needed to get the job done.
We also are looking for the right combination of high energy, strong organizational skills, self-management, discretion and sharp attention to detail. This position will draw upon your strong administrative and organizational capacities, while immersing you in the mission and business leadership of Calvert Foundation thereby allowing you a view from the top of the organization.
How to Apply
To apply please email jobs@calvertfoundation.org with the subject line "Executive Associate."
DONOR DEVELOPMENT MANAGER (part-time)
We are seeking an experienced and energetic Donor Development Manager to grow our retail donor program. This successful and entrepreneurial individual will take responsibility for donor prospecting and research, cultivation and solicitation of donors, and legacy and principal gifts, working with the senior management team to establish fundraising goals and be accountable for these goals. This part-time manager is integral to coordinating fundraising efforts and taking charge of moving a select group of prospects through cultivation and solicitation.
The ideal candidate will have proven success tracking multiple prospects and donors, successful experience closing major gifts, and a minimum of 4 years fundraising experience. Also helpful in this position are superb presentation skills, the ability to design and direct multiple projects and think strategically to ensure their success, a passion for our mission, and a willingness to travel when necessary.
Principal Responsibilities:
- Develop long-term strategies for increasing philanthropic dollars
- Develop short-term strategies for meeting specific budget goals
- Develop and maintain relationships with high-end donors
- Coordinate fundraising efforts with the Executive Director
- Write proposals and keep individual donors updated on priority projects
- Manage outreach events
Skills Required:
- Strong interpersonal skills
- Ability to ask for and close on large gifts
- Highly organized; able to track complex details over time
- Comfort with implementing systems across a variety of areas including communication flow, database management, event oversight and staffing
- Creativity and an ability to think beyond traditional outreach and fundraising strategies
- Excellent writing skills
- Able to work independently with direct supervisor off-site
- Minimum 4 years fundraising experience desired with 7 years of total work experience in various settings (preference given to relevant national scope financial services, nonprofit and/or “socially responsible” investment organizations)
- College degree required, related training/graduate work preferred
- Must be self-motivated and creative with an entrepreneurial spirit, able to work in flat organization with an a trim budget
- Proficiency in full MS office suite, Salesforce.com and Internet technology
How to Apply
To apply please email jobs@calvertfoundation.org with the subject line "Donor Development Manager."
