Careers
Calvert Foundation, an industry leader, has been named one of the top organizations changing the world by Fast Company. 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 a transportation subsidy and more.
Current openings include:
Senior Investment Officer, International Investments
Calvert Foundation seeks a Senior Investment Officer to join its international investments team within the larger Lending & Advisory Services Department. The Senior Investment Officer will be responsible for the origination of new loans and the management of credit quality within the international portfolio. This portfolio is comprised of microfinance institutions and intermediary vehicles, ventures in sustainable agriculture, and small to medium enterprises providing access to clean water and renewable energy to the base of the pyramid.
The Senior Investment Officer will also act as an advisor to the Manager of the Risk Management Department, the Portfolio Manager for International Investments, and the Vice President, Community Investment Partners, on strategies for portfolio expansion and penetration of new market segments. The Senior Investment Officer is expected to serve as a deputy to the Portfolio Manager for International Investments and to fulfill his/her duties when he/she is absent or travelling.
Principal Duties and Responsibilities:
New Business Development and Portfolio Management:
- In conjunction with the International Portfolio Manager (PM) and as his/her deputy, manage the international portfolio with the goal of maintaining high credit quality. Act as manager in the PM’s absence.
- Manage and coordinate customer relationships with existing clients. Develop and monitor a pipeline of investment opportunities in this portfolio.
- Structure and negotiate the terms and conditions of loans to new clients, including the development and execution of term sheets and the negotiation of complex deal terms. Oversee closing and disbursement process for loans in this portfolio, including execution of foreign exchange derivatives with bank and other counterparties when necessary.
- Evaluate due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. For newer market segments, conduct due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. When necessary, conduct site visits to loan candidates.
- Prepare and present investment recommendations for approval of new transactions, renewals and increases to existing borrowers to appropriate Investment Committees.
- In conjunction with the Risk Management department, develop and present investment policies to Calvert Foundation’s Board Investment Committee.
- Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
- Provide guidance and input for internal reporting regarding the international portfolio. Design new portfolio reports for internal and external stakeholders.
Strategy and Partnership Development:
- Develop strategies for entering new markets and product/business lines and present strategies to Calvert Foundation senior management and Board Investment Committee for approval.
- Develop partnerships with leaders in the impact investing industry for deal origination, syndication, and other sources of portfolio expansion.
- Market Calvert Foundation’s products and services to the international impact investing industries through attendance, presentations and networking at conferences and other venues.
- Support the Portfolio Manager in fundraising for new initiatives and Calvert Foundation as a whole.
Advisory Services:
- In conjunction with the management team for Calvert Foundation’s Community Investment Partners (CIP) subsidiary, provide advisory services in the areas of portfolio design, pipeline development, and fund structuring for off-balance sheet asset management clients interested in international investing
- Make recommendations for potential CIP client borrowers, act as liaison with borrowers and support the completion of the transaction process.
Qualifications, Skills and Required Experience:
- Advanced degree in business, accounting and or finance; or equivalent experience
- Significant experience in credit analysis and underwriting in a commercial or banking context
- At least 5 to 7 years of experience in credit analysis of microfinance institutions, small and medium enterprises (SMEs), Social Enterprises and other entities working in emerging markets
- Experience in the credit analysis of structured investment funds and other intermediaries that invest in emerging markets
- Investment experience related to the following sectors is a plus: renewable energy, sustainable agriculture, education, health, water and sanitation and fair trade
- Experience with loan restructuring, refinancing, and problem loan workouts beneficial but not required.
- Experience with financial modeling beneficial, but not required.
- Willingness to travel up to 20% of the time in emerging markets
- Advanced knowledge of Microsoft Office Applications, especially Excel
- Ability to work independently, multi-task and prioritize competing demands.
- Excellent communication skills, internal and external
- A “can-do” attitude, with strong problem solving skills and an entrepreneurial mindset
- Willingness and ability to adapt to change in a dynamic work environment
- Fluency in English and high-level proficiency in a second language – French, Spanish or Russian preferred but not required.
Excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more.No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with "Senior Investment Officer - International" in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Officer, Marketing & Communications
The Officer, Marketing & Communications is responsible for providing marketing and communications leadership and execution in multiple channels for the products, programs, and the brand of Calvert Foundation.
Are you looking for a way to flex those creative muscles while doing work that is meaningful and rewarding? The individual in this position helps nurture and grow the impact investment industry by managing marketing and communications campaigns, and assisting efforts to increase market penetration for our loan product (to borrowers), donations (individual and institutional gifts), our Community Investment Note through the retail, wholesale/financial professional and institutional channels, and products/services created by our wholly-owned subsidiary Community Investment Partners for accredited investors. In this position, you will interact with and serve a number of internal functional areas (including executive, sales, customer service, lending, and finance), but will concentrate on marketing- and communications-oriented tasks both with outside consultants and the Strategic Initiatives team. Responsibilities include: writing and editing for printed and online materials, print and online campaign management and response tracking, data entry and reporting, helping to execute on social media strategy, and creating/distributing reports.
As an integral part of the team, you will help to coordinate Strategic Initiatives’ work across departments and contribute to the design, launch, and support of various initiatives (such as the launch of our recent WIN-WIN campaign).
Primary Duties and Responsibilities:
- Design and manage electronic and off-line campaigns to various stakeholders, including investors, donors, borrowers, funders, and clients of Community Investment Partners (CIP), a wholly owned subsidiary of Calvert Foundation
- Manage the creation, production, and execution of various print pieces, such as our Annual Report and the Social Impact Report, including vendor management, compiling/reviewing mailing lists, and working with printers and mail shops
- Gather and prepare materials for e-newsletters, website, articles, presentations, editorials, issue briefs, speeches, etc.
- Help evaluate and plan for presence at impact investing and philanthropy-related meetings and conferences
- Create and execute on retention and new client acquisition strategies
- Assist with events and webinars
- Identify and track success metrics that will allow for effective and ongoing campaign analysis
What we need from you:
- Solid writing and editing skills – both the ability to be creative and craft a good story, but also to do so using proper grammar
- A thorough understanding of marketing campaigns, list management, tracking, and analysis
- Meticulous attention to detail – particularly in your organizational and writing skills
- Willingness to tackle a variety of tasks – from proofreading to shipping materials for a conference to updating our website
- Flexibility and patience – things move quickly here, so there is a need to be adaptable to change
Qualifications:
- Bachelor’s degree, with a major in communications, journalism, or business
- Masters degree in marketing or business preferred, plus 3-4 years of experience in marketing/communications, particularly around both online and off-line campaign management (5+ years preferred without an advanced degree)
- Advanced knowledge of Microsoft Office, particularly Word, 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, women’s empowerment, affordable housing and environmental protection
- Familiarity with HTML, content management systems (we use Joomla!), and online email marketing systems (such as iContact)
- Knowledge of public relations and media, preferably experience writing news articles and/or press releases
- An understanding of social media, and business drivers for its success
- An understanding of what makes a strong graphic or photograph; familiarity with Photoshop (or a similar program) preferred
Calvert Foundation offers generous benefits. Some travel required. Interested candidates should send their cover letter and resume to jobs@calvertfoundation.org with "Marketing Officer" in the subject line. Submissions with poor grammar, typos, or spelling mistakes will not be considered.
Investment Officer, International Investments
Calvert Foundation seeks an Investment Officer to join its international investments team within the larger Lending & Advisory Services Department. The Investment Officer will be responsible for the origination of new loans and the management of credit quality within the international portfolio. This portfolio is comprised of microfinance institutions and intermediary vehicles, ventures in sustainable agriculture, and small to medium enterprises providing access to clean water and renewable energy to the base of the pyramid.
The Investment Officer will work with the Manager of the Risk Management Department, the Portfolio Manager for International Investments, and the Vice President, Community Investment Partners, on strategies for portfolio expansion and penetration of new market segments.
Principal Duties and Responsibilities:
New Business Development and Portfolio Management:
- In conjunction with the International Portfolio Manager (PM) and as his/her deputy, manage the international portfolio with the goal of maintaining high credit quality. Manage and coordinate customer relationships with existing clients. Develop and monitor a pipeline of investment opportunities in this portfolio.
- Structure and negotiate the terms and conditions of loans to new clients, including the development and execution of term sheets and the negotiation of complex deal terms. Oversee closing and disbursement process for loans in this portfolio, including execution of foreign exchange derivatives with bank and other counterparties when necessary.
- Evaluate due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. For newer market segments, conduct due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. When necessary, conduct site visits to loan candidates.
- Prepare and present investment recommendations for approval of new transactions, renewals and increases to existing borrowers to appropriate Investment Committees.
- In conjunction with the Risk Management department, develop and present investment policies to Calvert Foundation’s Board Investment Committee.
- Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
- Provide guidance and input for internal reporting regarding the international portfolio. Design new portfolio reports for internal and external stakeholders.
Strategy and Partnership Development:
- Develop strategies for entering new markets and product/business lines and present strategies to Calvert Foundation senior management and Board Investment Committee for approval.
- Develop partnerships with leaders in the impact investing industry for deal origination, syndication, and other sources of portfolio expansion.
- Market Calvert Foundation’s products and services to the international impact investing industries through attendance, presentations and networking at conferences and other venues.
- Support the Portfolio Manager in fundraising for new initiatives and Calvert Foundation
Advisory Services:
- In conjunction with the management team for Calvert Foundation’s Community Investment Partners (CIP) subsidiary, provide advisory services in the areas of portfolio design, pipeline development, and fund structuring for off-balance sheet asset management clients interested in international investing.
- Make recommendations for potential CIP client borrowers, act as liaison with borrowers and support the completion of the transaction process.
Qualifications, Skills and Required Experience:
- Advanced degree in business, accounting and or finance; or equivalent experience
- Significant experience in credit analysis and underwriting in a commercial or banking context<
- At least 3 to 5 years of experience in credit analysis of microfinance institutions, small and medium enterprises (SMEs), Social Enterprises and other entities working in emerging markets
- Experience in the credit analysis of structured investment funds and other intermediaries that invest in emerging markets
- Investment experience related to the following sectors is a plus: renewable energy, sustainable agriculture, education, health, water and sanitation and fair trade
- Experience with loan restructuring, refinancing, and problem loan workouts beneficial but not required.
- Experience with financial modeling beneficial, but not required
- Willingness to travel up to 20% of the time in emerging markets
- Advanced knowledge of Microsoft Office Applications, especially Excel
- Ability to work independently, multi-task and prioritize competing demands
- Excellent communication skills, internal and external
- A “can-do” attitude, with strong problem solving skills and an entrepreneurial mindset
- Willingness and ability to adapt to change in a dynamic work environment
- Fluency in English and high-level proficiency in a second language – French, Spanish or Russian preferred but not required
Excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more. No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with "Investment Officer - International" in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Senior Investment Officer, U.S. Investments
Calvert Foundation seeks a Senior Investment Officer to join its U.S. investments team within the larger Lending & Advisory Services Department. The Senior Investment Officer will be responsible for the origination of new loans and the management of credit quality within the U.S. portfolio. This portfolio is comprised primarily of Community Development Financial Institutions, Affordable Housing Developers and Lenders as well as direct business investments in social enterprises, affordable housing projects, and community facilities.
The Senior Investment Officer will also act as an advisor to the Manager of the Risk Management Department, the Portfolio Manager for U.S. Investments, and the Vice President, Community Investment Partners, on strategies for portfolio expansion and penetration of new market segments. The Senior Investment Officer is expected to serve as a deputy to the Portfolio Manager for U.S. Investments and to fulfill his/her duties when he/she is absent or travelling. Principal Duties and Responsibilities include:
New Business Development and Portfolio Management
- In conjunction with the US Portfolio Manager (PM) and as his/her deputy, manage the U.S. portfolio with the goal of maintaining high credit quality. Act as manager in the Portfolio Manager’s absence.
- Manage and coordinate customer relationships with existing clients. Develop and monitor a pipeline of investment opportunities in this portfolio.
- Structure and negotiate the terms and conditions of loans to new clients, including the development and execution of term sheets and the negotiation of complex deal terms. Oversee closing and disbursement process for loans in this portfolio.
- Evaluate due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. For newer market segments, conduct due diligence reviews, including financial analysis, and make recommendations for loans to prospective and current borrowers. When necessary, conduct site visits to loan candidates.
- Prepare and present investment recommendations for approval of new transactions, renewals and increases to existing borrowers to appropriate Investment Committees.
- In conjunction with the Risk Management department, develop and present investment policies to Calvert Foundation’s Board Investment Committee.
- Identify high risk loans and prepare written analysis for classified assets; re-structure troubled loans; and implement work-outs.
- Provide guidance and input for internal reporting regarding the US portfolio. Design new portfolio reports for internal and external stakeholders.
Strategy and Partnership Development:
- Develop strategies for entering new markets and product/business lines and present strategies to Calvert Foundation senior management and Board Investment Committee for approval.
- Develop partnerships with leaders in the impact investing industry for deal origination, syndication, and other sources of portfolio expansion. Market Calvert Foundation’s products and services to the US impact investing industries through attendance, presentations and networking at conferences and other venues.
- Support the Portfolio Manager in fundraising for new initiatives and Calvert Foundation as a whole.
Advisory Services:
- In conjunction with the management team for Calvert Foundation’s Community Investment Partners (CIP) subsidiary, provide advisory services in the areas of portfolio design, pipeline development, and fund structuring for off-balance sheet asset management clients interested in US investing
- Make recommendations for potential CIP client borrowers, act as liaison with borrowers and support the completion of the transaction process.
Qualifications, Skills and Required Experience:
- Advanced degree in business, accounting and or finance; or equivalent experience
- Significant experience in credit analysis and underwriting in a commercial or banking context
- At least 5 to 7 years of experience in credit analysis of community facilities financing, CDFIs, affordable housing and affordable housing developers, and small business financing. Experience in the credit analysis of structured investment funds beneficial
- Investment experience related to the following sectors is a plus: renewable energy, sustainable agriculture, education, health, water and sanitation and fair trade
- Experience with loan restructuring, refinancing, and problem loan workouts beneficial but not required.
- Experience with financial modeling beneficial, but not required.
- Willingness to travel up to 20% of the time
- Advanced knowledge of Microsoft Office Applications, especially Excel
- Ability to work independently, multi-task and prioritize competing demands.
- Excellent communication skills, internal and external
- A “can-do” attitude, with strong problem solving skills and an entrepreneurial mindset
- Willingness and ability to adapt to change in a dynamic work environment
Excellent benefit package that includes medical, dental, PTO & sick leave, life, 401(k), transportation subsidy, and more. No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with “Senior Investment Officer-US” in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Compliance Officer
Calvert Foundation is seeking to fill an officer level position to manage the compliance program. The individual is responsible for all aspects of the compliance program, including policies and procedures, training, and related compliance processes. The role requires someone with strong technical knowledge and expertise and a commitment to the mission of the organization.
Responsibilities:
- Develop and maintain compliance policies and procedures, including the compliance manual and code of ethics.
- Provide internal training and education regarding compliance policies.
- Manage compliance processes including, but not limited to:
- State registrations and prospectuses for the Foundation’s Community Investment Note
- Registered investment advisor regulations, including SEC filings
- 501C3 regulations
- Administer annual compliance testing program.
- Manage corporate insurance coverages, including D&O, Fidelity, Errors & Ommissions.
Required Skills:
- Strong technical knowledge and expertise, and solid attention to detail.
- Ability to effectively manage multiple priorities.
- Exceptional interpersonal skills, with the ability to interact with people at all levels of the organization.
- Solid team player, with the ability to manage through influence.
- Prior experience in managing a compliance program.
- Legal education and experience preferred.
About Calvert Foundation:
Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return. People invest in us through the Community Investment Note and then we invest in organizations around the world that empower people living in low-income communities. Our capital finances affordable housing, micro-businesses, and essential community services.
Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. 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 a transportation subsidy and more.
Excellent benefit package that includes medical, dental, PTO & sick leave, life, 401(k), transportation subsidy, and more. No phone calls please. Interested Candidates should forward a resume to jobs@calvertfoundation.org with “Compliance Officer” in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue Suite 1100W, Bethesda, MD 20814.
Strategic Initiatives Associate
Are you looking for a way to explore multiple disciplines while doing work that is meaningful and rewarding? Calvert Foundation is looking for an associate to support its Strategic Initiatives & Communications (SIC) team, which is responsible for a range of cross-functional responsibilities including: fundraising the necessary capital reserves to pursue investments in emerging sectors such as healthcare and sustainable agriculture; developing and executing new partnerships and programs; and marketing and communications through multiple channels to promote the products, programs, and the Calvert Foundation brand.
We are looking for a talented and socially-committed team member with strong administrative and communication skills. As an integral part of the team, you will help to coordinate SIC’s work across departments and contribute to the design, launch, and support of various initiatives, such as the launch of our recent Women Investing in Women (WIN-WIN) campaign.
The successful candidate will bring a sharp attention to detail, a can-do spirit, and will need to be an independent and self-motivated worker. While the job is administrative in nature, the associate will have the opportunity to define more substantive aspects of the position depending on their strengths and interests.
This is an entry-level position.
Principal Duties and Responsibilities:
- Support SIC Team administratively – manage team schedules, arrange meetings, and conduct meeting preparation and follow-up, prepare documents, assist w/travel arrangements as needed
- Track and manage donations – enter donations into SalesForce, send appropriate tax information and thank you letters, generate donation reports, conduct follow-up with donors as appropriate
- Assist with writing and compiling grant applications
- Track and maintain grant records, reporting requirements and deadlines; assist with composition and submission of grant reports
- Conduct research on funding prospects
- Conduct planning for fundraising events; assist with execution and staffing of events
- Assist in planning and execution of marketing campaigns
- Update website, blog, Flickr, and other accounts as needed
Qualifications, Skills and Required Experience:
- Interest in using the power of investing to support community development and social enterprise
- B.A. or B.S.
- Expert knowledge of Microsoft Word, PowerPoint, and Excel software; html skills, knowledge of SalesForce CRM software and Prezi a plus
- Strong research, writing, and communication skills
- Ability to work independently, multi-task, and prioritize competing demands
- Excellent communication skills, internal, and external
- A self-starter, with strong problem solving skills and an entrepreneurial mindset
- Willingness and ability to adapt to change in a dynamic work environment
About Calvert Foundation:
Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return. People invest in us through the Community Investment Note and then we invest in organizations around the world that empower people living in low-income communities. Our capital finances affordable housing, micro-businesses, and essential community services.
Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. 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 a transportation subsidy and more.
Comments:
This position is full-time and is based in Bethesda, MD. Excellent benefits package that includes medical, dental, life, 401(k), transportation subsidy, and more. No phone calls please. Interested candidates should send a resume, independent writing sample, and cover letter to jobs@calvertfoundation.org with “Strategic Initiatives Associate” in the subject line.
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