Background:

Capital for Change is the largest full-service Community Development Financial Institution (CDFI) in Connecticut. C4C’s mission is to provide flexible, creative, and responsive financial products and services that support an inclusive and sustainable economy. With support from our community-minded investors and partners, we serve people, nonprofits, small businesses and public institutions. Our high-impact programs and products broaden access to affordable housing, energy efficiency and job opportunities for underserved communities. With more than fifty years of experience, C4C has invested $425 million of mission-driven capital into Connecticut’s most vulnerable communities.

Learn more at www.capitalforchange.org.

Position Summary:

Capital for Change, the largest full-service Community Development Financial Institution (CDFI) in Connecticut, seeks a strong communicator with a broad fundraising history to grow and nurture our portfolio of social impact investors, funders, and donors. Experience with Community Development or Social Impact Investing will give you a great headstart.

Responsibilities:

Key responsibilities of this position include the following:
• Collaborate with senior leadership to create overall development strategy.
• Manage grant and social impact investment proposal process, including writing content and coordinating activities of others.
• Identify, contact, cultivate, and negotiate agreements with potential social impact investors, including financial planners and individual investors.
• Maintain positive, long-term relationships with donors and investors.
• Coordinate with the Marketing team for fundraising related outreach and communications.
• Acknowledge and process donor contributions.
• Manage all written and online donor appeals.
• Collaborate with the Board of Directors to leverage support from donors and social impact investors, corporate and philanthropic sources.
• Coordinate with Finance Department to set budgets and submit timely and accurate funder reports.
• Oversee completion of reporting requirements and deadlines pertaining to grant funders and social impact investors.
• Oversee management of the donor database, mailing lists, and corporate registrations.

Requirements:

Our ideal candidate will have the following qualifications:
• Bachelor’s degree in a related field
• At least 5 years of general nonprofit/CDFI/Community Development experience with at least 3 years of relevant fundraising experience, with increasing levels of responsibility in nonprofit fundraising.
• Experience with Social Impact Investment preferred, or comparable experience, e.g. planned giving, major gifts.
• CFRE certification preferred
• Computer software: Excel, Word, Salesforce, and donor management software or comparable programs. Ability to grasp new software programs.
• Grant writing: Demonstrated grant writing success, especially state and federal grants.
• Communication: Demonstrated writing skills and the ability to communicate complex financial, programmatic, and business concepts to a wide variety of different audiences in a simple and compelling manner.
• Financial: Strong aptitude for numbers and excellent analytical skills with a high-level of attention to detail.
• General: Ability to be effective in a fast-paced environment and handle multiple tasks. Strong interpersonal skills, with high degree of tact and diplomacy; excellent organizational skills; ability to handle confidential information; ability to work under pressure to meet deadlines; ability to work independently as well as in a team environment which promotes collaboration, consensus, equity and inclusivity.

Compensation:

Capital for Change provides a competitive pay and benefits package and a supportive environment where you will be rewarded for your contribution to our success.

How to Apply:

Please send your resume by clicking Apply Now. For priority attention, please provide a cover letter and salary expectations.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Do you want to be a part of the growing impact investing sector and gain exposure to a wide variety of departments at a growing start-up?

We are seeking an Office and People Manager to help us build, foster, and maintain a young and growing company.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for an Office and People Manager who will:

Responsibilities

People – Help shape the culture for a growing team and company

Support recruiting and onboarding execution for new employees
Coordinate team meetings and events
Build relationships with all employees to facilitate better team communication and coordination
 

Admin - Support daily operations through collaboration with senior management and department leaders by performing an array of tasks that include:

Support recruiting and onboarding execution for new employees
Help engage the Team by coordinating team meetings and events
Build relationships with all employees to facilitate better team communication and coordination
Manage Newton, MA office
Manage Team and Executive calendars
 

Partnership and Operations - become an expert on all things CapShift

Support general inbound inquiries from impact funds, impact investors, advisors, and other stakeholders
Develop or refine proposals and presentations
Support special projects for Exec team or Board

Requirements:

Superb organizational skills and scrupulous attention to detail
Previous client facing experience
Proficient communication skills with an excellent professional demeanor
Able to maintain the utmost confidentiality
Process-oriented, efficient, and adept at prioritizing
Flexible, resourceful, and skilled at asking the right questions to get the job done
Comfortable managing significant amounts of files, tasks, schedules, and information
Team player well-versed with technological software and platforms such as Microsoft Office Suite, DocuSign, and Zoom Conferencing

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Office and People Manager” to [email protected]

We will begin reviewing applications starting February 7th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Are you an undergraduate student or recent college graduate passionate about the power of investing to change the world?

We are seeking a dynamic, values-driven Intern to join our Product & Operations Team.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated group of teammates. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

Work on projects that improve the way the CapShift team uses our technology infrastructure to perform their work, including but not limited to process-system improvements, database maintenance and reporting and analytics
Participate in an innovative initiative to build a funding platform aimed at helping high-net-worth donor communities improve the quality of their giving
Take on (or create) other technology-driven projects that help drive the team’s efficiency and success
Expected weekly time commitment is 30-40 hours per week, depending on your availability

Requirements:

Experience with CRM systems like Salesforce or other relational databases; comfortable navigating new systems and working in excel
Curious and passionate about impact investing

We do not require prior work experience and encourage learning about the industry through a variety of methods, including self-initiated research.

 Able to learn and adapt quickly

We’ll provide the training to help you learn in this role, and you provide the energy and drive to grow and succeed.

Responsible and eager to take initiative

We’re a small team with a lot to do, so we will rely on you to manage your own projects (with our help) and pursue new project ideas to help us improve.

 Finely attuned to detail

Strong proofreading skills, careful to double-check your work, and able to follow complex instructions? You’ve got what we’re looking for!

Upbeat and a team player

Supporting each other’s work is an integral part of our team culture, and we like to have fun doing it.

This position is an excellent opportunity for a candidate seeking exposure to impact investing, financial services, and the dynamism of a fast-growing mission-driven startup. 

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Technology Product & Operations Intern — Summer” to [email protected]

We will begin reviewing applications starting February 21st. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

We are seeking a full-time summer intern to support our firm’s marketing initiatives.

This role is an excellent opportunity for a candidate seeking experience in marketing, exposure to impact investing, and understanding of a start-up environment. You’ll be a significant contributor to our growth and a key contributor on our marketing team.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

Full-time, remote position from May / June through August, with some flexibility on start and end dates.
Primary responsibilities will be:

Supporting marketing & campaign activity across all out and inbound channels
Supporting the creation of the firm’s first impact report and the campaign deliverables that will go along with that
Understanding and analyzing marketing lead data to help inform and refine our out and inbound marketing efforts
Competitive landscape analysis – pending other priorities.

Great role for current undergraduates or recent college graduates. Compensation provided. 

Requirements:

All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for a summer intern who is:

Passionate about marketing’s role in nurturing and delighting clients
Curious about impact investing and asset management
Responsible, organized, and eager to take initiative
Detail oriented
A strong communicator
An upbeat team player

We don’t require previous work experience for this role. We will provide training (both formal and self-directed) to help you learn about mission driven marketing, impact investing, and the asset management industry. We’ll ensure you have access to mentors and guidance to help you learn and grow in this role. We’re a small team with a big workload, so we’ll rely on you to manage and report out on your own projects, be self-aware enough to ask for help and guidance when needed and bring us ideas to improve. We’ll look to you to be attentive to the details, manage complex projects, and double check your work. We are a very supportive, open, and collaborative team who enjoys each other’s company – and we’re looking for someone who enjoys that type of environment.

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Marketing Intern — Summer” to [email protected]

We will begin reviewing applications starting February 21st. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Are you passionate about the intersection of social impact, storytelling, and finance?  

We are seeking a summer intern who will help mission-driven organizations communicate their work and impact to donors and investors through storytelling. Over the course of the internship, you will gain both an in-depth understanding of the social impact landscape — from community development finance institutions to catalytic climate funds — as well as knowledge on specific social/environmental impact models and outcomes.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

Revamp CapShift’s product profiles on mission-driven organizations through background research and strategic writing
Acquire a deep understanding of the breadth of impact opportunities, and effectively convey this information through storytelling
Produce new external-facing content for high-profile mission-driven organizations, with opportunities to interview employees
Coordinate with organizations on product updates and key collateral, such as offering documents and visual assets
Write, edit, and incorporate feedback on profiles
Execute changes on client-facing platform and quality assurance
Take ownership of projects and see them through from start to finish over course of the internship

Requirements:

Degree (or degree in progress) in economics, journalism, finance, business, or equivalent
Interest in impact investing, social enterprises, social impact, and storytelling
Strong writing, interviewing, and editing skills
Excellent communication, presentation, creative, and problem-solving skills
Ability and eagerness to take ownership of projects
Fit with high-growth, startup environment: ability to be a team player, juggle multiple priorities, and learn and adapt quickly

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume, two writing samples (two different formats preferred — e.g. op-ed and essay or academic and journalistic article), and a cover letter that details why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Impact Investing Content Development Intern — Summer” to [email protected]  

We will begin reviewing applications starting February 21st. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Do you have a successful track record in investment operations supporting complex financial solutions for family offices, advisors, or institutional clients? This is your chance to play a key role in the future success of our fast-growing organization!

We are seeking a purpose-driven, detailed oriented, investment operations professional who is looking to gain unique exposure to the entire sustainable and impact investing marketplace, including public, private, and non-profit investments.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

Investment Operations

Monitor investment portfolio allocations and cash flows
Submit trades to rebalance portfolios and provide liquidity
Process wires, ACH payments, and account transfers
Manage private assets throughout the investment lifecycle including processing subscriptions, capital calls, distributions, valuation changes, and redemptions
Help build scalable and efficient operational solutions
Gain exposure to the unique operational complexity and nuances of a variety of private investments and a philanthropic product, recoverable grants

Data Analysis and Reporting

Maintain portfolio positions within Financial Reporting software and Salesforce
Perform account reconciliations
Prepare monthly and quarterly client reporting

Client Service

Work with clients through the onboarding and account opening process
Work closely to provide exceptional service across internal teams as well as with external clients, investment managers and service providers
Bring creative solutions to the team to help solve unique operational challenges
Provide exceptional service to our colleagues and clients

Requirements:

2+ years of relevant work experience, preferably in investment operations, financial services, or trading and portfolio management support across multiple asset classes including publics and privates
A passion to work for a mission-driven and growth-oriented company
Acute attention to detail
Exceptional Excel and analytical skills
Excellent communication, critical thinking, and problem-solving skills
Desire to work in a fast paced, flexible startup environment in which employees are expected to take on multiple responsibilities within tight time frames
Excellent organizational and time management skills
Positive attitude, proactive, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders
Interest in and knowledge of financial markets and securities
Experience working with financial technology software (Morningstar, MSCI, or Portfolio Management Software) preferred

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Investment Operations Associate” to [email protected]

We will begin reviewing applications starting February 7th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Do you have a successful track record of using digital marketing to engage with and delight current and prospective clients?

We are seeking a digital marketing associate to help us build, foster, and maintain a strong digital presence, voice, brand, and identity.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for a Digital Marketing Associate who will:

Responsibilities

Execute digital marketing campaigns by creating content for landing pages, pitching articles to partners / industry influencers, setting up digital advertising campaigns, executing social media content strategy, and managing email marketing campaigns
Enhance CapShift’s online presence using our blog, social media channels, email marketing, and web properties
Optimize CapShift’s content for search engines
Monitor competitor’s online activities and proactively positioning CapShift to remain a relevant and sought-after voice in the industry
Contribute to reports to measure the success of the firm’s digital marketing initiatives – proactively suggest ways to enhance our digital presence
Ensure the firm’s brand and digital identity are brought to life and are consistently applied across all digital channels
Work closely with the broader sales, marketing, and executive team to understand the firm’s business priorities and how to support these efforts with our digital channels

Requirements:

1-2+ years of relevant work experience – will also consider recent graduates with significant coursework in this area
Demonstrated experience engaging with and attracting current & prospective clients through digital channels, such as the website, social media, blog, advertising, etc.
Strong writing skills, specifically for digital delivery, with an understanding of how to use SEO / SEM to drive traffic & engagement
Exceptional project management skills – with the ability to juggle competing priorities and deadlines
Experience managing and promoting digital events and using online meeting tools such as Zoom & Teams
Familiarity with the Adobe Suit (or willingness to learn)
Experience with Wordpress, Marketing Cloud, and Salesforce CRM desired
Proactive, detail oriented, self-motivated, and able to effectively communicate with teammates in a virtual environment and across all areas of the organization
Passionate about ESG, sustainable, and impact investing, with interest in building a career in the asset management or financial services industry

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Digital Marketing Associate” to [email protected]

We will begin reviewing applications starting February 7th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Do you thrive in a fast-paced, collaborative environment with room for growth?

We are seeking a client engagement professional to manage our mission-driven client relationships that include, but are not limited to, Donor Advised Fund clients, financial advisors, and leading impact investing foundations.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.

Responsibilities:

Become an expert in how charitable assets can be unlocked for greater impact and catalytic change.

Institutional Account Management

 
Manage complex relationships with senior leaders across donor advised fund (DAF) providers, foundations, financial advisors, and family offices
Direct successful client programs, ensure the highest-quality deliverables, and delight clients
Build strong client relationships and provide exceptional customer service
Lead onboarding and program launch for new institutional clients

Client Engagement

 
Support philanthropic families and their advisors, to better utilize our tools and services to build impact investment portfolios
Engage family facing team members at CapShift’s clients to ensure they are equipped to meet client impact investing and philanthropic objectives

Strategy

Establish and monitor metrics of success for client relationship
Represent the client’s voice within CapShift
Establish a common approach and process for driving implementation across clients

Requirements:

5-7+ years of relevant work experience
Experience managing complex customer relationships and multifaceted deliverables
Strong project management skills and an ability to critically review and prioritize projects based on business needs
Proactive, thoughtful, self-motivated, detail-oriented, organized, and able to effectively communicate across multiple business units and stakeholders
Eager to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
Exceptional writing and proofreading skills
Advanced Excel and PowerPoint skills required
Experience with Salesforce CRM desired
Finance and investment acumen from studies or relevant work experience desired

Compensation:

How to Apply:

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Director, Client Experience” to [email protected]

We will begin reviewing applications starting February 7th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

Position Summary:

Do you have a successful track record in supporting business development around complex financial solutions to family offices, advisors, or institutional clients?

We are seeking a purpose-driven business development professional to bring our impact investing platform to new channels anchored on our leadership in the donor advised fund market.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges. 

Responsibilities:

Research leads and prospects to qualify and score their potential
Conduct outbound outreach to potential prospects to generate business development leads
Lead introductory calls with family offices, advisors, donors, or foundations to quality client needs and identify appropriate CapShift products and next steps
Manage and maintain Salesforce CRM tools, including pipeline reporting to leadership team
Coordinate meetings and calls between prospective clients and business development team
Develop client specific presentations, proposals, and RFP responses to support a team-based approach to business development
Build relationships with key influencers in the impact investing sector and participate in industry events to identify potential prospects
Deeply understand CapShift’s mission, value proposition and product to effectively communicate with potential clients, in coordination with Product and Marketing teams
Develop deep expertise in the impact investing market – including issues such as climate, racial justice, community investing, and global health – by monitoring industry trends
Over time, add business development representative responsibilities to own sales prospects through all stages of the pipeline to closing
Expectation over time of travel up to 1-3 times per month, although travel expected to be limited in short term due to health restrictions

Requirements:

2+ years of direct experience in business development or sales experience
Track record of consistently exceeding lead targets
Excellent communication, presentation, analytical, and problem-solving skills
Interest in being trained across business development, marketing, sales and product, with a goal to take on growing business development responsibilities
A passion to work for a mission-driven and growth-oriented company
Fit working in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities, with prior startup experience preferred
Preferred knowledge of ESG, sustainability, and impact investment
Preferred proficiency with Salesforce CRM software and experience building sales reports
Preferred experience in the asset management or financial services industry

Compensation:

How to Apply:

How to Apply

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — with the subject “Business Development Associate” to [email protected]

We will begin reviewing applications starting February 7th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological, and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections, and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3…seeks a Commercial Credit Underwriter! Do you have a passion for improving the communities in the Pacific Northwest, and enjoying evaluating businesses? Are you inquisitive and have a keen eye for detail? We are looking for someone to gather, calculate and interpret financial information. Somebody who has experience in analyzing financial statements, projections, business plan assessment, start-up businesses, and evaluating risk.

Responsibilities:

Commercial Credit Underwriter (Underwriter) is responsible for underwriting commercial loans including, financial analysis of potential new and existing borrowers. The Underwriter will assist lenders with the process of closing loans and post-closing maintaining ongoing financial analysis and credit quality.

This Underwriter performs an integral role in commercial business Lending which involves the development of strong working relationships with Lenders, Credit Risk Management, and other Underwriters to analyze new commercial credit opportunities, underwrite new or renewed credit exposure, and help manage a portfolio of loans. The work includes gathering information and performing research and analysis to identify, quantify, and mitigate risk inherent in commercial lending and interacting with borrowers via phone or occasionally face-to-face.

Requirements:

Four to six years’ experience in financial analysis and underwriting in commercial lending, or the equivalent combination of education and work experience.

Compensation:

Craft3 offers a competitive salary $63,000 - $86,000/annually plus benefits: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, remote flexible schedule within Oregon or Washington, and 403B Retirement savings plan with employer match. For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits.

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

How to Apply:

To view the complete job description and apply online at www.craft3.org/Careers/Jobs
Application Deadline: Open Until Filled. First review of applications will begin on January 28, 2022 and continue until the position is filled.