Calvert Foundation: Investing in Communities(TM)

Magnifying Glass Search

Calvert Foundation is an industry leader with an entrepreneurial spirit and approach to our work. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities.

Part-time Marketing & Sales Coordinator

Are you known for superb organizational skills? Are you looking for part-time work that is meaningful and rewarding? Do you want flexibility in setting your own schedule?

We are looking for a Marketing & Sales coordinator to work 25 hours per week (M-F, 9 am – 2 pm, with flexibility to set your own schedule) with our Marketing, Sales and Services team. Our office is located 2 blocks south of the Bethesda metro stop (red line).

We are an innovative non-profit with an entrepreneurial spirit and approach to our work. Your work will contribute to helping underserved communities around the world. Join a fun team that likes to learn, laugh and grow. In this position, you will serve staff in a number of functional areas including: marketing/communications, fundraising/development, community investment/finance/microfinance, and sales/customer service. Responsibilities include: mailing statements and marketing materials, campaign response tracking, data entry, filing, setting appointments, and creating/distributing reports.

What we need from you:

  • An understanding of marketing campaigns, tracking, and analysis
  • Meticulous attention to detail – particularly in your organizational and writing skills
  • Willingness to tackle a variety of tasks – from something as basic as filing to something as important as calling key donors and investors to schedule meetings
  • Flexibility and patience – things move quickly here, so there is a need to be adaptable to change

Qualifications:

  • Knowledge and experience with Microsoft Office, particularly Word (mail merge), Excel, and PowerPoint
  • Comfort with databases and data entry – we work with a customer relationship management system called Salesforce.com
  • Solid sense of commitment and responsibility, with a desire to be proactive and take initiative
  • Interest in social issues, particularly microfinance, affordable housing and environmental protection
  • Bachelor’s degree preferred

Hourly compensation range $18-$23/hr. Interested candidates should send their cover letter and resume to jobs@calvertfoundation.org with "Marketing & Sales Coordinator" in the subject line.

Portfolio Associate, Lending and Advisory Services

Calvert Foundation is looking for a Portfolio Associate 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 Portfolio Associate has a range of duties supporting our domestic loan portfolio. He or she has primary responsibility for coordinating due diligence reviews and loan closings for all domestic loans, and will assist in managing the credit quality of our standard portfolio. The Portfolio Associate will coordinate logistics for investment committee meetings, including scheduling, drafting agenda, compiling and mailing committee books, and drafting minutes. S/he will serve as a primary contact for loan applicants and will manage written correspondence and telephone communications to existing Calvert Foundation borrowers, as well as general administrative support to the Lending and Advisory Services team. This position offers great opportunity for growth and increased responsibility in the organization.

Qualifications, Skills and Requirements:

  • A BA or BS degree; strong academic performance
  • Ability to work independently, multi-task and prioritize competing demands
  • Professional demeanor and attention to detail
  • Positive, enthusiastic attitude and flexibility to do what it takes in small team environment
  • Expert knowledge of Microsoft Word and Excel software
  • Knowledge of finance and accounting preferred but not required
  • Passion for using investment as a tool to alleviate poverty

Interested Candidates should forward a resume and cover letter to jobs@calvertfoundation.org with Portfolio Associate in the subject line. No phone calls please.

Investment Officer, Community Investment Partners

Calvert Foundation seeks an experienced lending professional to serve as the Community Investment Partners (CIP) Investment Officer. The responsibilities of this position include overseeing and providing ongoing client services and support to CIP clients and overseeing the credit quality of loans within client portfolios. 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 in a fast growing, entrepreneurial environment. The Investment Officer reports to the Vice President of Community Investment Partners.
This position is based in Bethesda, MD. Excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more. This position will require travel.

Responsibilities of the CIP Investment Officer:

  • Manage client projects to ensure all responsibilities are effectively delegated and deliverables are on schedule.
  • Frequent communication with clients to ensure high level of service delivery. Respond to requests from clients.
  • Coordinate service delivery between Foundation departments to ensure staff and other resources are appropriately coordinated to respond to future client needs.
  • Contribute portfolio strategies for the client portfolios that balance social, financial and risk preferences. Diverse client portfolios include investments in CDFI’s, Affordable Housing Developers and Lenders, Microfinance, and other mission based organizations.
  • Work with the team of Investment Officers in the identification of new borrower relationships, monitoring of existing relationships, and workout of troubled credits.
  • Prepare and present program, investment, and policy recommendations to the client’s Executives, Board and Committee members.
  • Regular communication to clients on the status of portfolio performance. Coordinate report preparation, produce additional reports as needed.
  • Integrate new clients into processes and systems to ensure smooth transition.
  • New product and service development. Assist on proposals for presentation to potential clients.
  • Work cooperatively within the Foundation to develop more efficient systems, processes and information flow.
  • Participate in the development of strategies for continuing to grow the Community Investment Partners business.

Education and experience required:

  • Bachelors degree required, an advanced degree in a relevant field is a plus. Knowledge of finance and accounting essential.
  • 5 – 10 years experience in lending required; customer service oriented experience essential. A background in lending to Community Development Finance Institutions (CDFIs) and/or Affordable Housing Developers and Lenders is preferable.
  • Excellent customer service and communication skills.
  • Entrepreneurial, highly motivated, and ability to work independently as well as working as part of a team.
  • Creativity and sense of humor a plus.

Community Investment Partners is the Advisory and Asset Management Services program of the Foundation, where we work with clients to realize their community investment goals. Clients include high-profile foundations, corporations and high- net worth individuals with a commitment to community investment. Our client’s capital finances affordable housing, micro-businesses and essential community services, domestically and internationally. 

Interested Candidates should forward a resume to jobs@calvertfoundation.org with Investment Officer in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.