Valid8 Financial, Inc.
Director, Institutional Relations
Valid8 Financial, Inc., Bethesda, Maryland, us, 20811
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. More at calvertimpact.org.About the PositionCalvert Impact has an expanding impact investment product platform, and works with over 7,500 investors and their financial professionals to get capital working to address pressing social and environmental challenges. We seek a colleague experienced in working with a mix of family offices, corporations, insurance companies, foundations, and endowments to help grow their understanding of our offerings and the impact investing industry. This role will be critical to growing our investment programs, and require a mix of skills including relationship management, marketing, sales, customer service, and strategic partnerships. We seek a highly-motivated, service-oriented professional excited by Calvert Impact’s products and impact.Key Responsibilities:
Act as a primary point of contact for institutional investors and financial professionals about Calvert Impact’s investment programs and impactDevelop and manage institutional relationships through consistent outreach, engagement, and customer serviceManage institutional due diligence requests and reportingLeverage proprietary software and Salesforce to ensure relationships and investments are properly administeredDevelop Calvert Impact Capital’s industry positioning and educational reachSupport new product development and business intelligence across the Calvert Impact family of organizationsContribute to strategic communication, content development, and external meetings/eventsContribute to customer and industry service-oriented culture and operational excellenceQualifications
The ideal candidate brings:A demonstrated commitment to impact investing and Calvert Impact’s missionAt least 7 years of professional institutional relationship management and business development experience, including with family offices, corporates, insurance, foundations, and endowmentsKnowledge of public and private investment products/markets, and an active Series 63/66 license or willingness to study for oneProven management capabilities, including ability to be both strategic and consistently execute on work plansStrong written and verbal communication and public presentation skills to a variety of audiencesStrong attention to detail, organization, and follow-throughA collaborative, team-first attitudeSystems and process-minded, with Salesforce and Microsoft Office experience preferredAbility and desire to travel up to 33% of the time
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Act as a primary point of contact for institutional investors and financial professionals about Calvert Impact’s investment programs and impactDevelop and manage institutional relationships through consistent outreach, engagement, and customer serviceManage institutional due diligence requests and reportingLeverage proprietary software and Salesforce to ensure relationships and investments are properly administeredDevelop Calvert Impact Capital’s industry positioning and educational reachSupport new product development and business intelligence across the Calvert Impact family of organizationsContribute to strategic communication, content development, and external meetings/eventsContribute to customer and industry service-oriented culture and operational excellenceQualifications
The ideal candidate brings:A demonstrated commitment to impact investing and Calvert Impact’s missionAt least 7 years of professional institutional relationship management and business development experience, including with family offices, corporates, insurance, foundations, and endowmentsKnowledge of public and private investment products/markets, and an active Series 63/66 license or willingness to study for oneProven management capabilities, including ability to be both strategic and consistently execute on work plansStrong written and verbal communication and public presentation skills to a variety of audiencesStrong attention to detail, organization, and follow-throughA collaborative, team-first attitudeSystems and process-minded, with Salesforce and Microsoft Office experience preferredAbility and desire to travel up to 33% of the time
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