Investment Associate

About Climate United

Climate United will use funding from the EPA under the Inflation Reduction Act to rapidly deploy low- and zero-emission products, technologies, and services to all American communities in order to (1) reduce GHG emissions and other forms of air pollutants; (2) bring direct benefits to American communities in the form of energy security, energy savings, cleaner air, and quality jobs; and (3) transform the capital markets so they can drive an equitable clean energy transition at scale. Visit Climate United (weareclimateunited.org) for more information. Climate United will focus its investments in Distributed Power Generation and Storage, Building Decarbonization and Electric Transportation. Calvert Impact, Inc., a 501(c)(3) nonprofit (“Calvert Impact”), is the sole member of Climate United. The successful candidate will be employed by Calvert Impact or one of its subsidiaries.

Job Description:

Climate United Fund, a 501(c)(3) nonprofit (“Climate United”), is seeking several full-time Associates to join our Investments team. This is an excellent opportunity for an individual early in their career who is passionate about investing for positive social and environmental impact. The Associate will support all stages of the investment life cycle from initial due diligence to portfolio management. Key responsibilities include financial analysis, project management, risk assessment, reporting, and ongoing loan monitoring. The role requires strong analytical and financial modeling skills, attention to detail, and an interest in impact-driven investment strategies. This individual must also be able to provide a high level of service to internal and external stakeholders and share the commitment Climate United’s mission. The position will work closely with the Investment Officers and Directors and contribute to key aspects of investment strategy and portfolio performance management.

Key Responsibilities:

Support the Investment team in investment analysis and underwriting transactions to drive executions and key decision making.

Take ownership of portfolio management activities, including waivers and modifications, ensuring alignment with strategic goals.

Support the collection and analysis of quarterly and annual financial data from borrowers, ensuring timely and accurate submission of impact and financial reports.

Help track and maintain portfolio performance metrics, including compliance with loan covenants and progress toward impact goals.

Support Asset Management in loan servicing, including documentation review, as needed.

Liaise with internal teams, borrowers, and other stakeholders to ensure smooth execution of investment transactions and effective management of relationships.

Provide support during the loan closing process, assisting in document preparation and compliance checks.

Be a positive contribution to our high-performing, mission-driven culture.

Engage with colleagues on the team and across the organization on special projects as needed.

Required Skills:

The ideal candidate brings:

Education: Bachelor’s degree in finance, economics, accounting, or a related field. Coursework in renewable energy, sustainability, or impact investing is a plus.

Experience: At least 1-3 years of experience in finance, renewable energy, or a related field, including internships or relevant academic projects.

Skills:

Strong financial modeling skills, proficiency in Excel and familiarity with financial analysis tools.

Ability to analyze complex financial and impact data and translate it into actionable insights.

Proficient with relational databases (e.g., Salesforce, Airtable, or similar platforms).

Strong written and verbal communication skills with the ability to present data clearly and concisely.

Excellent organizational skills and attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment.

Traits:

Strong teamwork orientation with the ability to work independently when necessary.

A keen intellect combined with a good sense of humor and solid personal integrity.

A positive, forward-looking approach directed to overcoming obstacles and a “can-do” attitude to implement solutions.

Strong interest in the clean energy sector and a desire to contribute to positive social and environmental impact.

Ability to work from the New York City or Washington, DC area.

Apply for this job

First name

Last name

Email address

Location

Phone number

Resume

Attach resume

Attach another file

Attach file

Attach your Cover Letter - or:

Attach Cover Letter

Cut and Paste your Cover Letter below:

Are you authorized to work in the United States?

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

Are you 18 years of age or older?

We invite you to complete the optional self-identification questions below used for compliance with government regulations and record-keeping guidelines. Any self-identification information provided will not be considered in the selection process.

GENDER

VETERAN STATUS Learn more about veteran statuses

If you believe you belong to any of the categories of protected veterans listed below, please indicate by selecting the appropriate category(ies). The hiring employer is subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA) and requests this information in order to measure the effectiveness of the outreach and positive recruitment efforts it undertakes pursuant to VEVRAA.

DISABILITY STATUS Learn more about disability statuses

We are required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.