Calvert Giving Fund
Calvert Foundation, an industry leader, has been named one of the top organizations changing the world by Fast Company for the past three years.
Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities. We offer an excellent benefits package that includes medical, dental, life, 401(k), transportation subsidy and more.
> Community Investment Sales Associate
> Sales & Operations Officer
> Giving Fund Operations Officer
> Donor Development Manager (part-time)
> CIP Associate
> Executive Associate
> Giving Fund Associate
COMMUNITY INVESTMENT SALES ASSOCIATE
As the primary point of contact for all investor and donor inquiries into the Foundation, the Investor Associate plays a critical role in enhancing the image of the Foundation and making our constituents feel welcome and appreciated. This role is also responsible for managing the administrative infrastructure for the Community Investment Note, Calvert Foundation’s flagship product. In addition, s/he will provide support as an integral member of the sales and marketing team. This is a perfect position for someone looking to gain experience at a cutting edge nonprofit and seeking to understand community investing and how it is changing the financial industry, as well as the face of philanthropy.
Principal Responsibilities:
- Primary Customer Relations Contact – The first and most important point of contact for all investor/donor inquiries into the Foundation. Responsible for answering questions and problem-solving as needed in response to inquiries from the Foundation’s various constituents, including brokers/advisors, high net worth individuals, institutions, and retail investors, involving additional parties within the Foundation as appropriate.
- Community Investment Note Administration – Primary contact for all investors, and for servicing their Community Investment Note accounts. Handles communications and reporting for all Notes, including quarterly mailings to advisors, monthly mailings to investors whose Notes are maturing or reaching an anniversary date, and managing the Community Impact Statement process for targeted investors.
- Systems administration – Posts and inputs on Salesforce, the Foundation’s customer relationship management and tracking system. Works with accounting software to ensure accurate and timely reporting to investors. Also handles bimonthly broker email updates and quarterly correspondence.
- Sales Support – Provide support for sales reporting, conversion tracking, conference preparation, and sales follow-ups. Also involved in marketing, collateral development, and managing admin interns.
Skills Requirednce:
- College Degree
- Excellent Communication and writing skills
- Strong Computer Skills including Microsoft Office and other Database software
- Ability to work within a team framework and take initiative
How to Apply
Please email your resume and cover letter to jobs@calvertfoundation.org, with CCI Associate in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue, Bethesda, MD 20814 attn: Human Resources.
SALES & OPERATIONS OFFICER
The Sales and Operations Officer will take responsibility for oversight and implementation of daily administrative processes that are key to helping meet Calvert Foundation’s sales goals and providing excellent customer service. This person should be a self-starter motivated by Calvert Foundation’s mission to help end poverty through investing, and have experience working with a team to develop business strategies that efficiently provide information to both internal managers as well as key external relationships.
Principal Responsibilities:
- Business Development – Helps manage key relationships of the Foundation, including working effectively with internal sales team as well as external partners on business development strategies. Becomes knowledgeable and remains up-to-date with Calvert Foundation product information, community development and international microfinance activities, and investment industry trends. Communicates effectively with existing and potential investors, as well as financial advisors and other institutional contacts. Coordinates with marketing team to provide outreach and support for high touch events. Occasionally travels to assist team with presentations and conferences. Creates and coordinates ongoing communication and marketing information to keep our products fresh including educational programs, sponsorships, seminar presentations, etc.
- Operations – Helps manage daily operations in the areas of customer service, client reporting, and troubleshooting. Works effectively with a team to develop and implement effective strategies that help service clients and provide information about both investment activity as well as social impact. Maintains sales tracking systems and other reporting with accurate and up-to-date information. Provides general administrative and sales support as needed.
- Information Services: Manage the targeting program for the CCI note program. Creates reports that require research and tracking of custom portfolios and relationships. In addition to tracking also provide the team with general information on the portfolio activity. Provide all the support activity-reports, customer service and research for the Foundation’s private label program.
Skills Required:
- College degree required
- 3+ years experience within financial services, community development, or related industries
- Previous supervisory experience
- Excellent written and oral communications skills
- High attention to detail
- Experience with customer relationship management and database systems, and working knowledge of Microsoft Office; experience with Salesforce.com a plus
How to Apply
Please email your resume and cover letter to jobs@calvertfoundation.org, with Sales and Operations Officer in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue, Bethesda, MD 20814 attn: Human Resources.
GIVING FUND OPERATIONS OFFICER
The Operations Officer is responsible for conducting day-to-day operational and accounts duties related to the growing Calvert Giving Fund donor advised business at Calvert Foundation, a “personal foundation” philanthropy account product. The position will work closely with the Controller and Chief Financial Officer, as well as staff members working on the donor advised team. The position will entail a mix of (1) ongoing responsibilities in operations, accounts trouble shooting, support for monthly accounts reconciliation, and customer relationship management, and (2) special projects involving operational systems and protocol design, investigative/forensic accounting, and others.
Principal Responsibilities:
- Input/Handle/Review all donor advised-related transactions to ensure that they are accurate, timely, and have proper documentation
- Support Accounting team in their monthly reconciliation of select accounts
- Full understanding of primary operational system
- Accurate and timely management of operational system
- Accounts administrative and customer relationship management, including working with associate staff members
Skills Required:
We seek a talented and socially responsible individual with the skills, background, and education in the areas of accounting/finance/operational systems. We also are looking for the right combination of high energy, overall intellect, and sharp attention to detail, with:
- At least a bachelor’s degree, with a major in accounting or finance or equivalent skills, MBA preferable
- 2–5 years of work experience, with a specific exposure to finance/operational systems
- Donor advised fund and/or philanthropy operational experience a plus
- Highly developed attention to detail; thoroughness; accuracy; customer service orientation
- Strong interest in the mission and the good work of Calvert Foundation
How to Apply
To apply please email jobs@calvertfoundation.org with the subject line "GF Operations Officer".
DONOR DEVELOPMENT MANAGER (part-time)
We are seeking an experienced and energetic Donor Development Manager to grow our retail donor program. This successful and entrepreneurial individual will take responsibility for donor prospecting and research, cultivation and solicitation of donors, and legacy and principal gifts, working with the senior management team to establish fundraising goals and be accountable for these goals. This part-time manager is integral to coordinating fundraising efforts and taking charge of moving a select group of prospects through cultivation and solicitation.
The ideal candidate will have proven success tracking multiple prospects and donors, successful experience closing major gifts, and a minimum of 4 years fundraising experience. Also helpful in this position are superb presentation skills, the ability to design and direct multiple projects and think strategically to ensure their success, a passion for our mission, and a willingness to travel when necessary.
Principal Responsibilities:
- Develop long-term strategies for increasing philanthropic dollars
- Develop short-term strategies for meeting specific budget goals
- Develop and maintain relationships with high-end donors
- Coordinate fundraising efforts with the Executive Director
- Write proposals and keep individual donors updated on priority projects
- Manage outreach events
Skills Required:
- Strong interpersonal skills
- Ability to ask for and close on large gifts
- Highly organized; able to track complex details over time
- Comfort with implementing systems across a variety of areas including communication flow, database management, event oversight and staffing
- Creativity and an ability to think beyond traditional outreach and fundraising strategies
- Excellent writing skills
- Able to work independently with direct supervisor off-site
- Minimum 4 years fundraising experience desired with 7 years of total work experience in various settings (preference given to relevant national scope financial services, nonprofit and/or “socially responsible” investment organizations)
- College degree required, related training/graduate work preferred
- Must be self-motivated and creative with an entrepreneurial spirit, able to work in flat organization with an a trim budget
- Proficiency in full MS office suite, Salesforce.com and Internet technology
How to Apply
To apply please email jobs@calvertfoundation.org with the subject line "Donor Development Manager."
COMMUNITY INVESTMENT PARTNERS ASSOCIATE
Calvert Foundation is looking for a skilled CIP 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 CIP Associate serves as a liaison with current and prospective borrowers of the portfolios of our fee-for-service clients, a program called Community Investment Partners (CIP). S/he also manages the due diligence and closing processes for domestic and international loans, assists in managing the credit quality of the portfolios, and provides other support to the Lending and Advisory Services team.
Skills Required:
We seek a talented and socially responsible individual with skills/background/education in the areas of administration, operations, and customer service, and a passion for using investment as a tool to alleviate poverty. The successful candidate will have
(1) a bachelors degree, with a high GPA;
(2) 1 - 3 years of relevant experience is helpful but not required; and
(3) expert knowledge of Microsoft Word, Excel and Access Database software.
We also are looking for the right combination of high energy, overall intellect, collaborative mindset, communication skills, and sharp attention to detail. This position will fully utilize your diverse set of skills, while immersing you in the worthy mission and business leadership of Calvert Foundation.
Please send your resume and cover letter via email to: jobs@calvertfoundation.org and write “CIP Associate” in the subject line.
EXECUTIVE ASSOCIATE
Calvert Foundation is looking for an Executive 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 Executive Associate will work closely with Calvert Foundation’s Executive Director - getting a view at the top of this cutting edge nonprofit. In addition to supporting the Executive Director in a range of administrative responsibilities, the Executive Associate will get considerable exposure and access to important industry leaders – coordinating Board efforts, supporting strategic planning initiatives, and facilitating the ED’s role in resource mobilization.
Skills Required:
We seek a talented and socially responsible individual with a passion for using investment as a tool to alleviate poverty. The successful candidate will have
(1) a bachelors degree;
(2) familiarity with community development in the US and/or microfinance overseas; and
(3) an interest in the financial services industry and social capital markets.
We also are looking for the right combination of high energy, good written and verbal communications, strong organizational skills, overall intellect, collaborative mindset, and sharp attention to detail. This position will fully utilize your diverse set of talents, while immersing you in the mission and business leadership of Calvert Foundation thereby allowing you a view from the top of the organization.
Please send your resume and cover letter via email to: jobs@calvertfoundation.org and write “Executive Associate” in the subject line.
GIVING FUND ASSOCIATE
Calvert Foundation is looking for a skilled Giving Fund 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 Giving Fund Associate is the primary contact person for all donor inquiries into Calvert Foundation. Those inquiries come from existing and potential retail investors and financial advisors. S/he is the primary administrative, record keeping and general infrastructure person for the Giving Fund. This person will work with the Operations Officer to ensure smooth day-to-day operations and account duties related to the growing Calvert Giving Fund donor advised business at Calvert Foundation, which is a “personal foundation” philanthropy account product.
Skills Required:
We seek a talented and socially responsible individual with skills, background, and education in the areas of operations and customer relations. The successful candidate will have:
(1) a bachelors degree, with a high GPA, some accounting background, and strong computer literacy;
(2) 1-3 years of relevant experience is helpful but not required; and
(3) Donor advised fund and/or philanthropy operational systems experience is a plus.
We also are looking for the right combination of high energy, overall intellect, collaborative mindset, and sharp attention to detail. This position will fully utilize your diverse set of skills and customer service orientation, while immersing you in the worthy mission and business leadership of Calvert Foundation.
Please send your resume and cover letter via email to: jobs@calvertfoundation.org and write “Giving Fund Associate” in the subject line.
