SENIOR ANALYST, IMPACT

The Role

Broadstreet’s Impact team works to measure, manage and enhance the social and environmental impact of our company as well as the broader community investing field in the United States. The Impact team works collaboratively across Broadstreet ’s lending and investing, fund management, fund administration, operations and marketing teams to help us deliver on our mission.

The senior analyst will play a key role in implementing and improving our impact management (IM) systems, with a focus on impact diligence, analytics, portfolio management, and borrower engagement. They will also contribute to evaluation and impact advisory projects aimed at launching new impact funds and strengthening our and our client’s IM capacity.

What You'll Do

• Own impact data collection, analysis, and visualization for all Broadstreet’s NMTC investments, collaborating closely within and across teams to improve the efficiency and rigor of our IM approach.
• With guidance from Broadstreet’s Impact Manager, collect intake forms from NMTC projects during diligence, develop investment-specific impact theses, present findings and recommendations to the internal investment committee, and create community benefit agreements to formalize and incentivize community impact goals.
• Utilize and refine proprietary impact rating tools to assess and compare investments’ expected and actual impact.
• Prepare actionable presentations and reports for the Broadstreet leadership team, investors, clients, and partner community development organizations.
• Contribute to evaluation and advisory projects aimed at increasing the scale and effectiveness of the impact and community investing markets.
• Grow industry and sector knowledge by attending industry events and developing strong working relationships with colleagues and clients.

Who We're Looking For

You should have a strong interest in and dedication to closing health, wealth, and opportunity gaps in the US through impact investing. You should also be passionate about harnessing climate finance to create equitable prosperity. You should demonstrate strong analytical and communications skills that you are eager to apply to complex social problems. You should be enthusiastic, flexible, and willing to join a small and passionate team working on a myriad of projects across the community investing sector.

• At least three years of experience in an analytical role. Prior consulting, impact investing, measurement or evaluation experience is preferred.

• Proven excellence in quantitative and qualitative analysis

• Outstanding written, verbal, and visual communication skills

• Highly organized with the ability to effectively prioritize work across multiple projects

• Flexibility and comfort with ambiguity

• Highly motivated and results-driven; ability to work autonomously as well as collaboratively

• Experience promoting fairness and equal opportunity, including addressing systemic barriers in decision-making, program design, or stakeholder engagement.

To Apply

Broadstreet is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

FUND MANAGER

The Role

The Fund Manager will oversee a portfolio of two types of impact-focused funds: private credit with a primary focus on direct lending facilitated through origination partners and New Markets Tax Credit investment funds. This role encompasses managing numerous aspects of the fund through its entire lifecycle, including investment strategy development, financial modeling and analysis, investor relations, fund governance, and fund dissolution. The Fund Manager will collaborate closely with internal teams, investors, portfolio managers, originators, and external stakeholders to ensure the funds achieve their desired financial return while delivering meaningful social and environmental impacts.

What You'll Do

Fund Management:

• Monitor and Drive Fund Performance: Continuously track fund financial and impact performance, ensuring optimal outcomes for investors and stakeholders
• Optimize Fund Liquidity and Capital Allocation: Manage capital calls, distributions, liability payments, and idle cash investments to maximize returns and performance
• Oversee Portfolio Decisions: Work with portfolio managers to make strategic portfolio-level decisions
• Manage Investment Closings: Manage the closing of new investments, ensuring all legal and operational requirements are satisfied
• Ensure Governance Adherence: ensure all fund governance, regulatory, and fiduciary obligations are met, safeguarding the fund’s integrity
• Oversee Fund Exit Strategy and Dissolution: Lead the dissolution of funds, coordinating the legal, financial, and operational exit strategies

Fund Modeling and Financial Analysis:

• Develop Advanced Fund Financial Models: Build sophisticated financial models incorporating debt, equity, and philanthropic capital tailored to the fund’s strategic objectives
• Maintain and Refine Fund Models: Regularly update fund models to reflect the latest financial results, assumptions, and market conditions
• Conduct Scenario Analysis and Stress Testing: Execute advanced scenario analysis and stress tests to validate fund performance in various environments
• Provide Financial Modeling Services: Develop and maintain fund financial models for a limited number of external fund manager clients
• Present Analytical Insights: Communicate model outputs to internal teams, investment committees, and external stakeholders, supporting data-driven decision-making

Investor Relations:

• Strengthen Investor Relationships: Forge strong relationships with investors and external stakeholders by gaining their trust and providing value
• Ensure Transparent and Proactive Communication: Provide regular performance updates and reports, maintaining trust and clarity with investors
• Investor Presentations: Present quarterly and annual performance updates to external stakeholders

Other Duties:

• Continuous Professional Development: Commitment to enhancing financial expertise, developing relationships in the impact investing industry, and continuously improving interpersonal and leadership skills
  
• Lead Special Initiatives: Support senior management with high-impact special projects and contribute to evolving business strategies
  
• Develop and Mentor Talent: support the growth and learning of teammates and colleagues

Who We're Looking For

Experience:

• Demonstrated experience executing investment strategies, building financial models, and analyzing financial data to support decision-making
• Proven ability to collaborate cross-functionally to achieve organizational goal
  

Skills and Competencies:

• Strong analytical skills with expertise in financial modeling
• Strategic thinker with strong decision-making abilities
• Excellent communication and stakeholder management skills
• Capable of working independently and managing multiple projects, prioritizing tasks, and meeting deadlines in a fast-paced environment

Personal Qualities and Additional Requirements:

• Alignment with Broadstreet's values and mission
• Self-motivated and achievement-oriented with a willingness to advance to senior leadership roles
• Adaptability in a dynamic environment and responsiveness to market changes

To Apply

Broadstreet is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.