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Posted: Tuesday, October 24, 2017 12:03 AM


The Investor Engagement Manager is a new, key programmatic position with significant responsibility over Transform Finance’s investor-facing work, and ample opportunities for relationship and field building. Working closely with the Executive Director, the Investor Engagement Manager will be responsible for managing the Transform Finance Investor Network, supporting the organization’s growing investor advisory services, and working on special projects, such as investor briefings and reports.

We seek a thoughtful and energetic leader committed to social justice values, versed in finance, and motivated by the idea of growing a small, quirky, yet well-respected organization.

As in many start-up environments, the work will be varied. Most of it will be intellectually stimulating. Much of it will be uniquely exciting. Some of it will not be glamorous. All of it will be for a great cause. As Investor Engagement Manager you will have ownership of the following areas:
Investor Network Management and Expansion
- Implement and grow the Transform Finance Investor Network and deepen its offerings, from new webinar series to special issue briefings
- Conduct prospecting of and outreach to potential Investor Network members, manage member relationships and support the membership’s work
- Develop and lead in-person gatherings and learning/engagement opportunities

Investor and Investee Advisory Services / Consulting
- Assist in developing the strategy for Transform Finance’s growing advisory practice
- Respond to RFPs, develop deliverables, and set up advisory services contracts
- Carry out advisory services in collaboration with the Executive Director

Field Building / Thought Leadership production
- Support the organization’s thought leadership and field building through public speaking and advocacy and contribute to the overall conversation on social justice and finance
- Foster initiatives to develop standards to ensure positive outcomes for impact investments and shape the future of finance
- Produce investor-facing content, from newsletters to reports and issue briefs
Lift up the voices of activists and social justice practitioners in the investment community

- Demonstrated commitment to the values of social justice and deep affinity for our mission
- Familiarity with finance, in particular with impact investing and community investments
- Experience in project management, business development, fundraising, and/or management of a membership organization or network
- Experience in leading convenings and comfort with facilitating multi-stakeholder conversations
- Ability to relate to very diverse actors in a supportive manner and to be effective in a variety of settings, from investor boardrooms to the front lines of activism, and to carry messages across different audiences
- Resourcefulness, thoroughness, and the ability to deliver under pressure with varying degrees of oversight
- Creative thinking and intellectual curiosity. Outstanding research and communication skills
- Based in or willing to relocate to NYC

Work products you may have led:
- Authored a report on divestment strategies
- Convened a gathering of pension fund trustees
- Helped develop an impact investing strategy for a foundation or board of trustees
- Organized a membership gathering for a network-based organization
- Managed relationships with a varied investor clientele

Transform Finance is committed to living by its principles and seeks to provide growth opportunities for individuals who have historically been excluded from the realms of finance and nonprofit leadership. While the ideal candidate will have at least four years of experience in nonprofit management, finance, consulting, or journalism, we will help the right individual grow into the position and take on progressively more responsibility based on demonstrated capacity to perform.

Or maybe you come from a completely different background – we are still keen to hear what you have to say.

The position includes insurance, competitive benefits, and flexible time-off.


4-year degree

Please submit to an expression of interest accompanied by your CV, two references (ideally from the impact investing, community organizing, or membership organization space), and a recent writing sample solely authored by you. Please feel free to submit any additional materials that you believe will support your application. Applications close October 20 and will be accepted on a rolling basis.

• Location: Manhattan, New York

• Post ID: 134161452 manhattan is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017