ABFE
Integrated Capital Officer, Restorative Economies Fund
ABFE, San Francisco, California, United States, 94199
Integrated Capital Officer, Restorative Economies Fund
Based in the San Francisco Bay Area, the responsibilities of the Integrated Capital Officer will fall in the following areas:Management of Integrated Capital Investment Portfolio (50%)• Ensure complete bi-annual reports are provided to and received by our donor-advised fund provider for each borrower in a timely manner.• Review bi-annual reports to assess the financial and operational health of each borrower, and follow-up to receive responses to questions or concerns about the materials provided.• Prepare a bi-annual report of each organization summarizing compliance with the loan agreement and assessment of impact.• Evaluate portfolio-wide performance based upon analysis of bi-annual reports.• Contribute details of portfolio assessment to data tracking and storytelling for the Restorative Economies Fund.• Present portfolio updates to the REF Team, Staff, and the Board as required.• Make amendments to loan documents and notes to credit files as needed.• Conduct research and analysis on trends, gaps, and general observations about the overall qualitative and quantitative performance and impact of REF’s investments.Relationship Management (15%)• Alongside the Chief Investment Officer, conduct periodic check-ins with our portfolio community to assess the current state of business, including the social and economic conditions of the communities being served and organizational needs where Kataly may be able to provide or facilitate support.• Participate in funder briefings to capture critical updates and advocate for each borrower.• Identify impact stories to share with the Kataly Foundation team and the field in consultation with the Managing Director, REF, and Director of Communications.• Participate in events hosted by ecosystem partners to maintain a current awareness of the state of the field and build strategic partnerships to support the work.Loan Underwriting (20%)• Assist Chief Investment Officer in underwriting and closing new loans, which includes, but is not limited to:• Assessing community risk;• Assessing financial risk;• Reviewing financial statements and impact reports;• Tracking the status of underwriting;• Ensuring items on the due diligence checklist are received in a timely manner;• Preparing sections of the credit memo;• Proofreading and final preparation of credit memo and materials necessary to share with donor-advised fund for underwriting.Grants Administration (10%)• As required, support the REF Program Officer with new grantee inquiries and managing the grants waterway.• Support the REF Program Officer in preparation of grant memorandums for review, discussion, and approval.• Participate in the decision-making meetings for new grantees.• Contribute to special projects for grant administration as required.Operations and Administration (5%)• Identify and develop systems to improve upon current processes.• Contribute to annual and period budget goals for the Restorative Economies team.• Contribute to database management in Salesforce.• Collaborate with Kataly team members on projects when appropriate.• Contribute to the development and well-being of the REF and broader Kataly team culture.The Integrated Capital Officer must be located within the San Francisco Bay Area within the first six months of employment at Kataly Foundation.Candidate ProfileThe Ideal Candidate:Kataly believes that organizations which are led by people from the communities they serve are ultimately able to manage resources and risk more effectively and has invested 100% of the REF’s portfolio in BIPOC-led organizations. As the primary focus for this role will be relationship management, the ideal candidate will be comfortable working with diverse populations in a transparent way and will center the needs of our community. Additional desired skillsets include:• Minimum 5+ years experience in economic development, investing or lending, financial advocacy, or social movement space.• Strong verbal and written communications skills and ability to manage internal and external stakeholders.• Comprehensive understanding of financial terms, budgets, and financial reports, and comfort with detail-oriented numbers work.• Ability to work independently and interdependently, depending on the nature of the work.• Strong analytical skills and ability to draw conclusions based on financial and impact information.• Strong organizational skills and attention to detail.• A deep understanding, ongoing curiosity, and assessment of systemic and institutional racism and how it impacts risk assessment.Kataly Foundation highly encourages applications from candidates beyond impact investing and finance, especially those who have experience working in social movements and with diverse viewpoints, and who are committed to advancing racial and economic justice.Compensation & BenefitsSalary is competitive and commensurate with experience. The salary range for this role is $145,000 - $155,000. Kataly offers a comprehensive benefits package including group insurance benefits, 401k contributions, paid time off, reflection week, and more.ContactKoya Partners has been exclusively retained for this engagement. All inquiries and discussions are strictly confidential.Koya Partners l Diversified Search Group is committed to providing reasonable accommodation to individuals living with disabilities. If you are a qualified individual living with a disability and need assistance expressing interest online, please email NonprofitSearchOps@divsearch.com.All job applicants and employees must be currently authorized to work in the United States for any employer on a full-time basis without the need for visa sponsorship now or in the future. Positions at Kataly are not eligible for employer visa sponsorship, and Kataly will not sponsor applicants or employees for work-related visa status.Kataly Foundation is an equal opportunity employer and welcomes applicants of any race, creed, color, religion, ethnicity, national origin, income class, political affiliation, sex, sexual orientation, gender identity or expression, age, disability, veteran status or marital status, as well as applicants who have been previously incarcerated. We are committed to equity, diversity, and inclusion throughout the organization and believe strongly in the increased effectiveness that comes from a diverse workforce, and strongly encourage those from historically under-served, underrepresented, or marginalized communities to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.About Koya Partners l Diversified Search GroupKoya Partners, a Diversified Search Group company, is the nation’s premier search firm dedicated to mission-driven leadership. Since its founding in 2004, Koya has had an exclusive focus on mission-driven clients and was founded on the belief that the right leader can transform an organization and have a deep and measurable impact on our world. Koya works with nonprofits & NGOs, responsible businesses, and social enterprises in local communities and around the world.Diversified Search Group is consistently recognized by Forbes on its top 10 list of “America’s Best Executive Recruiting Firms” and is an industry leader in recruiting transformational leaders for a changing world. The firm is deliberately different in its approach, with best-in-class teams who have decades of experience in cultivating inclusive leaders, understanding the dimensions of diversity, and building equitable teams.
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Based in the San Francisco Bay Area, the responsibilities of the Integrated Capital Officer will fall in the following areas:Management of Integrated Capital Investment Portfolio (50%)• Ensure complete bi-annual reports are provided to and received by our donor-advised fund provider for each borrower in a timely manner.• Review bi-annual reports to assess the financial and operational health of each borrower, and follow-up to receive responses to questions or concerns about the materials provided.• Prepare a bi-annual report of each organization summarizing compliance with the loan agreement and assessment of impact.• Evaluate portfolio-wide performance based upon analysis of bi-annual reports.• Contribute details of portfolio assessment to data tracking and storytelling for the Restorative Economies Fund.• Present portfolio updates to the REF Team, Staff, and the Board as required.• Make amendments to loan documents and notes to credit files as needed.• Conduct research and analysis on trends, gaps, and general observations about the overall qualitative and quantitative performance and impact of REF’s investments.Relationship Management (15%)• Alongside the Chief Investment Officer, conduct periodic check-ins with our portfolio community to assess the current state of business, including the social and economic conditions of the communities being served and organizational needs where Kataly may be able to provide or facilitate support.• Participate in funder briefings to capture critical updates and advocate for each borrower.• Identify impact stories to share with the Kataly Foundation team and the field in consultation with the Managing Director, REF, and Director of Communications.• Participate in events hosted by ecosystem partners to maintain a current awareness of the state of the field and build strategic partnerships to support the work.Loan Underwriting (20%)• Assist Chief Investment Officer in underwriting and closing new loans, which includes, but is not limited to:• Assessing community risk;• Assessing financial risk;• Reviewing financial statements and impact reports;• Tracking the status of underwriting;• Ensuring items on the due diligence checklist are received in a timely manner;• Preparing sections of the credit memo;• Proofreading and final preparation of credit memo and materials necessary to share with donor-advised fund for underwriting.Grants Administration (10%)• As required, support the REF Program Officer with new grantee inquiries and managing the grants waterway.• Support the REF Program Officer in preparation of grant memorandums for review, discussion, and approval.• Participate in the decision-making meetings for new grantees.• Contribute to special projects for grant administration as required.Operations and Administration (5%)• Identify and develop systems to improve upon current processes.• Contribute to annual and period budget goals for the Restorative Economies team.• Contribute to database management in Salesforce.• Collaborate with Kataly team members on projects when appropriate.• Contribute to the development and well-being of the REF and broader Kataly team culture.The Integrated Capital Officer must be located within the San Francisco Bay Area within the first six months of employment at Kataly Foundation.Candidate ProfileThe Ideal Candidate:Kataly believes that organizations which are led by people from the communities they serve are ultimately able to manage resources and risk more effectively and has invested 100% of the REF’s portfolio in BIPOC-led organizations. As the primary focus for this role will be relationship management, the ideal candidate will be comfortable working with diverse populations in a transparent way and will center the needs of our community. Additional desired skillsets include:• Minimum 5+ years experience in economic development, investing or lending, financial advocacy, or social movement space.• Strong verbal and written communications skills and ability to manage internal and external stakeholders.• Comprehensive understanding of financial terms, budgets, and financial reports, and comfort with detail-oriented numbers work.• Ability to work independently and interdependently, depending on the nature of the work.• Strong analytical skills and ability to draw conclusions based on financial and impact information.• Strong organizational skills and attention to detail.• A deep understanding, ongoing curiosity, and assessment of systemic and institutional racism and how it impacts risk assessment.Kataly Foundation highly encourages applications from candidates beyond impact investing and finance, especially those who have experience working in social movements and with diverse viewpoints, and who are committed to advancing racial and economic justice.Compensation & BenefitsSalary is competitive and commensurate with experience. The salary range for this role is $145,000 - $155,000. Kataly offers a comprehensive benefits package including group insurance benefits, 401k contributions, paid time off, reflection week, and more.ContactKoya Partners has been exclusively retained for this engagement. All inquiries and discussions are strictly confidential.Koya Partners l Diversified Search Group is committed to providing reasonable accommodation to individuals living with disabilities. If you are a qualified individual living with a disability and need assistance expressing interest online, please email NonprofitSearchOps@divsearch.com.All job applicants and employees must be currently authorized to work in the United States for any employer on a full-time basis without the need for visa sponsorship now or in the future. Positions at Kataly are not eligible for employer visa sponsorship, and Kataly will not sponsor applicants or employees for work-related visa status.Kataly Foundation is an equal opportunity employer and welcomes applicants of any race, creed, color, religion, ethnicity, national origin, income class, political affiliation, sex, sexual orientation, gender identity or expression, age, disability, veteran status or marital status, as well as applicants who have been previously incarcerated. We are committed to equity, diversity, and inclusion throughout the organization and believe strongly in the increased effectiveness that comes from a diverse workforce, and strongly encourage those from historically under-served, underrepresented, or marginalized communities to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.About Koya Partners l Diversified Search GroupKoya Partners, a Diversified Search Group company, is the nation’s premier search firm dedicated to mission-driven leadership. Since its founding in 2004, Koya has had an exclusive focus on mission-driven clients and was founded on the belief that the right leader can transform an organization and have a deep and measurable impact on our world. Koya works with nonprofits & NGOs, responsible businesses, and social enterprises in local communities and around the world.Diversified Search Group is consistently recognized by Forbes on its top 10 list of “America’s Best Executive Recruiting Firms” and is an industry leader in recruiting transformational leaders for a changing world. The firm is deliberately different in its approach, with best-in-class teams who have decades of experience in cultivating inclusive leaders, understanding the dimensions of diversity, and building equitable teams.
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