Position Summary and Essential Functions:
Reporting to the Chief Lending and Investment Officer (CLIO), the Investment Associate position provides project level support for the design and development of capital strategies and products. The Investment Associate leads or supports interdepartmental projects utilizing a collaborate design approach that leverages the organization’s full capacity. The position supports the outreach and development of relationships with OFN’s CDFI members, allies and investors in OFN. As a member of the Financial Services team, the Investment Associate also maintains underwriting and portfolio management responsibilities.

Responsibilities include but are not limited to:
  • Lead cross-departmental customer focused design processes to develop effective new products and programs that increase CDFIs’ financing and development services both nationally and in target markets. Coordinate across departments; engage end-users and other key stakeholders.
  • Document and synthesize research outcomes to develop recommendations for financial product or service offerings. Work with the Knowledge Sharing team to determine if there are training or technical assistance opportunities that arise from the recommendations. Work with CLIO and Senior Vice President of Financial Services to integrate these recommendations into Financial Services Business strategy.
  • Assist CLIO and the Treasurer to determine key investor OFN Investment targets.
  • Prepare and review materials used for investor outreach including financial models, investment proposal memoranda, management presentations and investor presentation materials.
  • Develop relationships with new and existing CDFIs to identify new trends and sector opportunities.
  • Prepare and present credit and financial risk analyses reports to OFN senior leadership and respective investment committees.
  • Analyze CDFIs’ financial statements, loan portfolios, lending and investment policies and procedures, and strategies to determine the degree of risk involved in extending credit, as well as recommend risk mitigation strategies.  
  • Bachelor’s Degree or 7-10 years of direct work experience in lieu of degree.
  • 3-5 years professional experience in financial services, strategic consulting or community development finance preferred, including experience in financial advisory, investment management or product development.
  • Ability to distill problems/opportunities into understandable actionable strategies.
  • Demonstrated experience writing and presenting detailed investment recommendations with emphasis on clarity, conciseness, and relevance.
  • Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.
  • Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.
  • Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.
  • Advanced knowledge of MS Excel and financial modeling skills.
  • Commitment to community and economic development.
  • Ability to work both independently and collaboratively with teams across OFN.
  • Some travel required (25% of time).


Supervisor:  Chief Lending and Investment Officer            FLSA Status: Exempt

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