Associate, Data and Reporting

About Calvert Impact

Calvert Impact is a global nonprofit investment firm that helps investors and financial professionals invest in solutions that people and the planet need. During its 25-year history, Calvert Impact has mobilized over $4 billion to grow local community and green finance organizations through its flagship Community Investment Note™ and structuring services. Calvert Impact uses its unique position to bring the capital markets and communities closer together. More at calvertimpact.org.

Job Description

Calvert Impact has developed two new products that enable us to bring the capital markets closer to the communities we serve – one focused on reducing credit gaps for under-banked small businesses across the U.S. (Access Small Business Program) and another focused on addressing the urgency of climate change (the Cut Carbon Note).

The team is seeking an Associate to assist with data management and reporting in support of Access and Cut Carbon. The role requires someone who is skilled at data collection, organization, quality control, and analysis, has superb organizational and project management skills, and thrives in a fast-paced environment. This position will report to the Director of the Access Small Business Program and will work across the organization, coordinating closely with members of the Asset Management, Risk, Information Technology, and Impact Measurement and Management teams.

Key Responsibilities

Key responsibilities include, but are not limited to:

Support the data collection, organization, quality control, and management of small business data using our existing database and data management systems
Assist in the maintenance and optimization of the systems supporting Access and Cut Carbon data management
Design, prepare, and distribute reporting to key Access stakeholders, including warehouse lender, state agencies, US Treasury, auditors and other partners
Contribute to ongoing financial modeling and projections for Access and Cut Carbon programs

Provide analysis related to asset, lender and program performance, trends and forecasts
Work with the Impact Measurement and Management team to collect, manage, and analyze portfolio impact data, both quantitative and qualitative
Support the development of IMM frameworks and systems for Access and Cut Carbon
Assist in grant reporting and compliance
Engage with colleagues on the team and across the organization on special projects as needed
Be a positive contributor to our high-performing, self-starting, mission-driven culture

Qualifications

The ideal candidate:

Is passionate about the mission and work of Calvert Impact and our commitment to justice, equity, diversity, and inclusion

Is highly proficient in Excel, Salesforce and Power BI, bonus if the candidate is familiar with other relational databases and/or data visualization tools (e.g., Airtable)
Is fluent in English and is an effective and respectful communicator (both oral and written) and listener
Can work effectively both as part of a team and independently
Is open to different perspectives and learning new methods of analysis
Is skilled at prioritizing competing demands and working across teams with different priorities
Is intellectually curious, combined with a good sense of humor and high integrity
Has a positive, “can-do” attitude focused on implementing solutions
Minimum of two years of financial services and/or data management experience
Has an undergraduate degree in Finance, Accounting or a related field, bonus if the candidate has taken any impact investing, economic development, and/or impact measurement courses
Is authorized to work in the United States

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