Investments Officer

California Community Foundation

Impact-First Investments Officer managing sourcing and evaluation of impact-first investments for California Community Foundation. Collaborating with leadership and stakeholders to advance investment strategies.

Posted 8/1/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $110,733 - $118,450 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in impact-first investments, including managing investment pipelines, conducting due diligence, and preparing investment documentation. Strong project management skills are essential for overseeing complex transactions and collaborating with diverse stakeholders.

Highest-signal resume keywords

Impact InvestingProject ManagementInvestment DocumentationFinancial AnalysisStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Community Development FinanceProgram Related InvestingCommercial LendingNonprofit FinanceInvestment OperationsPhilanthropyAnalytical SkillsProblem-Solving

Soft Skills

Organizational SkillsAttention to DetailWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft OfficeExcelWordWorkday

Industry Keywords

Investment PipelineDue DiligenceLoan AgreementsCovenant ReportingInvestment Committee

About the role

Key responsibilities & impact

Serve as the primary point of contact for organizations seeking impact-first investments, directing intake and preliminary review of direct loans, loan guarantees, loan fund participations, and direct equity or venture capital investments.
Maintain the investment pipeline, tracking opportunities from initial inquiry through closing and ensuring they're routed through established review and approval processes.
Partner with the Impact Team and the Foundation's investment consultant to evaluate strategic alignment, financial feasibility, risk, and proposed investment structures.
Oversee due diligence materials and checklists, and prepare or direct the preparation of investment memoranda, summaries, and Investment Committee materials.
Serve as project manager for investments throughout due diligence, developing transaction timelines and facilitating discussions among borrowers, consultants, legal counsel, and Foundation staff to advance deals.
Oversee investment and loan documentation, closing requirements, and the funding process for approved investments, liaising with Finance and other internal departments.
Monitor portfolio performance, maintain accurate records, and manage invoicing, repayment schedules, and covenant reporting for the impact-first investment portfolio.
Evaluate amendment, waiver, or restructuring requests and develop recommendations for senior leadership.
Attend Investment Committee meetings, oversee logistics and minutes, and independently track and implement follow-up actions.
Serve as the primary relationship manager for borrowers, investees, and prospective applicants, and as the internal resource for colleagues on impact-first investments.
Prepare periodic reports on pipeline activity and portfolio performance, and support policy, process, and workflow improvements for the impact-first investment program.

Requirements

What you’ll need

Bachelor's degree in finance, Economics, Business Administration, Nonprofit Management, Public Policy, or a related field required.
5+ years of progressively responsible experience in community development finance, impact investing, program related investing, commercial lending, nonprofit finance, investment operations, philanthropy, or a related field.
Experience managing complex projects involving multiple stakeholders, with strong organizational and project management skills and exceptional attention to detail.
Ability to manage multiple transactions simultaneously while meeting deadlines.
Experience working with investment documentation, loan agreements, or legal documents.
Excellent written and verbal communication skills, with strong analytical and problem-solving abilities.
Proficiency with Microsoft Office applications, particularly Excel and Word; experience with Workday a plus.
Clear and compelling communicator, able to interact confidently with diverse audiences including donors, Board members, and nonprofit and community groups.

Benefits

Comp & perks

Medical, Dental, and Vision insurance plans are provided at no cost for all full-time staff.
CCF contributes 10% of all full-time employee's salaries into our 403b retirement plan.
CCF subsidizes monthly transit passes for staff who commute via public transportation.
CCF also offers an assortment of snacks available to all staff in our breakrooms, and an on-site fitness center.
After one year of service, all full-time employees are eligible for tuition reimbursement of up to $15,000 for higher education.
CCF also offers a student loan repayment program of $100/month for all full-time employees after one year of service.