Impact Investment Associate, Inclusiv Capital

Impact Investment Associate,
Inclusiv Capital

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for an Impact Investment Associate to support its community development lending and impact investing initiatives.

The Impact Investment Associate is a key member of the Investment team responsible for operational support of Inclusiv/ Capital.  This position will be responsible for supporting and managing relationships with investees and investors, program and portfolio administration, financial and impact analysis, and managing the Social Impact Deposits Platform.  This is a great opportunity for someone interested in developing experience with values aligned investing, community finance, portfolio management, and impact analysis.   This position reports to the Director of Inclusiv Capital.

Inclusiv/Capital is an impact investor that helps Community Development Credit Unions (CDCUs) strengthen their finances and expand their impact on low-income communities.  Inclusiv’s current investment offerings are designed to increase liquidity, boost net worth, and reduce credit unions’ risk so our member CDCUs can achieve greater impact in their local communities.

Since 1982, Inclusiv/Capital has invested more than $200 million in CDCUs across the country to advance financial inclusion and racial equity initiatives.  As the national CDFI intermediary for CDCUs, Inclusiv/Capital has innovated capital products and works with diverse cohorts of investor partners ranging from banks, foundations, socially responsible trusts, corporations, religious institutions, and others in innovating and scaling capital products to advance financial inclusion.  Investees in our portfolio represent more than $25 billion in community-controlled assets and provide vital financial services and asset building opportunities to more than 3 million members of historically underserved communities.


  • Program management and administration of the Inclusiv Impact Deposits Platform
    • Promote and explain program to investors and users
    • Direct administration of investment platform
    • Liaison with platform partner
    • Identify and implement platform enhancements
  • Financial analysis and support with loan application reviews and underwriting
  • Loan and Portfolio Administration (including servicing, tracking and reporting/ compliance and relationship management (both investees and investors)
  • Assist with monthly and quarterly financial and impact reporting
  • Provide programmatic and administrative support (scheduling meetings, program calendar, meeting minutes)
  • Other duties as needed and as projects evolve

Essential Experience, Skills and Attributes

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Undergraduate Degree
  • 1-3 years of work experience
  • Project management experience and strong analytical skills
  • Demonstrated ability to work as part of a team within mission-driven work environment
  • Ability to bring clarity, structure and discipline to complex projects
  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Excellent computer skills, proficiency in Word, Excel & PowerPoint required; Experience with Salesforce preferred
  • High level of integrity, personal organization and flexibility
  • Dynamic, self-starter with high attention to detail
  • Ability to prioritize and organize task completion in alignment with strategic goals
  • Excellent communication skills both verbal and written
  • Authorized to work in the US

Please submit a cover letter and resume to  Resumes for this position will be accepted on a rolling basis until the position is filled.  This position is based in New York City but will consider remote work for the ideal candidate.

About Inclusiv

 At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities. Inclusiv is a certified CDFI intermediary that transforms local progress into lasting national change. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque, NM.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

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