Portfolio Reporting & Impact Management Analyst
Company: Local Initiatives Support Corporation
Location: New York, NY
Job Function: Community Outreach
Background
What We Do
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.
Strategies We Pursue
- Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
- Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
- Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
- Develop leadership and the capacity of partners to advance our work together
- Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.
Over the last 40 years, LISC and its affiliates have invested approximately $24 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 38 markets with offices extending from Buffalo to San Francisco and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org
Summary
Job Overview:
LISC Treasury is seeking a Portfolio Reporting & Impact Management Analyst to support our reporting to LISC lenders and investors, impact measurement & management (IMM), and other key tasks as assigned. The analyst will assist on a range of activities and work in a collaborative, cross-team environment on projects that touch LISC’s finance, lending, IMM, and programmatic activities. The position will report to the Investor Relations & Portfolio Reporting Lead, and work closely with other members of LISC Treasury.
We are seeking a candidate committed to LISC’s mission and passionate about community development/nonprofit finance. This role provides an opportunity to grow in the CDFI and impact investing industry, and is a good fit for someone with strong organizational capabilities seeking to hone project management, data analytics, and communications skill sets.
Responsibilities
Core responsibilities are anticipated to include:
Portfolio reporting
- Support the Treasury reporting function by compiling loan portfolio data, qualitative project and impact information, and other materials for regular reporting to external and internal parties, including LISC lenders and senior staff
- Coordinate across teams and assist with data collection efforts for LISC responses to industry surveys and funding applications
- Provide project management support for LISC’s annual rating agency reviews from S&P and Aeris
Investor relations
- Provide administrative and marketing support for our impact investing program, LISC Impact Notes, including maintaining files and developing and updating communications materials (e.g., impact stories, social media, blog posts)
- Use Salesforce to update investor records, and help identify and implement improved data quality procedures and enhanced data analytics and reports for various audiences
Impact measurement & management
- Cross-train on LISC’s Impact Matrix (our existing impact measurement tool) and backstop IMM functions, including conducting impact measurement and reporting on the impact of loans to LISC senior staff and leadership
Other
- Act as backup for cash management functions, including processing wire transfer and ACH transactions and maintaining cash activity reports.
- Perform all other duties as assigned
Requirements
Qualifications:
Bachelor’s degree from an accredited college or university
- Experience or demonstrated interest in community development finance, lending, impact investing, impact measurement, or similar concepts
- Strong analytical skill set and ability to work with data. Proficiency in Microsoft Excel is required. Excellent writing and verbal communication skills are essential. Knowledge of Salesforce desirable.
- Well-organized with a capacity for self-direction, creative problem-solving, and success working simultaneously on multiple tasks and projects while meeting deadlines
- Commitment to diversity, equity, inclusion and justice, and experience working in diverse communities or teams
- This position can be remote, hybrid or in-person (NYC); candidates who choose remote or hybrid must have reliable access to internet during work hours
Compensation and Benefits
LISC offers a competitive salary ($67,500-$79,400, salary based on location and experience) and excellent fringe benefits.
LISC is an equal opportunity employer. LISC does not discriminate in employment on account of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military status or veteran status, unfavorable discharge from military service, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information or any other characteristic protected by applicable federal, state or local laws and ordinances.
We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.
LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY, EQUITY, INCLUSION AND JUSTICE
How to Apply
To apply please submit your application using this link: Portfolio Reporting & Impact Management Analyst