SR ASSOCIATE INVESTOR RELATIONS at Opportunity Finance Network

Washington, District of Columbia, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jun, 26

Salary

88000.0

Posted On

04 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Relations, Relationship Management, Data Analysis, Salesforce, Report Drafting, Grant Writing, Sponsorship Management, Financial Analysis, Strategic Planning, Microsoft Office, Customer Service, Collaboration, Self-Motivated, Problem-Solving, Confidentiality, AI Tools

Industry

Financial Services

Description

Description The Senior Associate, Investor Relations works in close collaboration with the Development & Capitalization Team and with other OFN staff to develop and strengthen relationships with new and existing partners, funders and investors. With OFN's annual budget at approximately $35 million, the Development & Capitalization (DevCap) team contributes about one-third through grants and sponsorships, and also secures private credit and equity for investment. While current fundraising relies on institutional partners such as banks, corporations, foundations, and the Federal government, the team strategy is to expand OFN’s funding base by creating new products for emerging market segments. Key near-term priorities include increasing sponsorship revenue from $3.5 million in 2025 to over $5 million within the next 3-4 years, developing fundraising strategies for new corporate sectors outside banking (such as insurance, technology, and consumer brands), and innovating to grow smaller dollar fundraising through channels like donor-advised funds (DAFs), financial advisors, and retail markets. OFN is the nation’s leading investment intermediary and network CDFIs serving rural, urban, and Native communities across the United States. With over $1 billion in total assets under management, OFN manages a national membership network of over 490 mission-driven lenders and CDFIs, including community development loan funds, credit unions, green banks, community development banks, minority depository institutions, and venture capital funds. OFN is a trusted investment partner to the public, private, and philanthropic sectors – foundations, corporations, banks, government agencies, and others. For more than 40 years, our team has helped partners invest in communities to catalyze change and create economic opportunities for people and places traditional finance doesn’t reach. To learn more, visit www.ofn.org People who work at OFN come from a variety of professional and academic backgrounds. If you have: Passion for the mission and true believer in our core purpose. Courage to be a fearless advocate who is confident and resilient in our fight to drive capital into low-income communities. Smart, quick seekers of knowledge who thrive on creating and developing new strategies, products, and programs for increasing capital to communities we serve. Desire to be a collaborative team player who possesses humility and a willingness to lean in all areas of our work. Come be a part of our growing diverse, highly committed, skilled, and collaborative staff. At OFN, we are dedicated to building a diverse, inclusive workplace, so if you are excited about this role but your experience does not align perfectly with every qualification, we encourage you to apply nonetheless. You may be the right candidate for this or other roles. This position is based in Washington, D.C. All staff currently work a hybrid schedule. Core Responsibilities: Manage the timely completion and circulation of investor and funder reports with support from the Development and Capitalization team. This includes duties such as: Managing data through multilevel reports and dashboards in Salesforce, drafting and confirming all narratives and financials, curating highest value and creative content, and updating/maintaining investor report contacts. Provide primary support and coordination for the process in at least one of the three primary fundraising business lines (Sponsorships, Grants or Private Credit & Equity). Play a key role in collecting and analyzing data related to strategic planning, such as SalesForce reports, Membership Data, Industry reports and fundraising databases like PitchBook. Responsible for managing interim and final reporting for grant and event sponsor opportunities as assigned. Drafting reports includes duties such as: Monitoring progress of grant deliverables, pulling or creating narrative, coordinating across teams to gain needed information, and managing the timely completion and submission of all funder reports. Support sponsor and vendor relations as needed for annual and other events such as the Conference, Small Business Finance Forum, Regional meetings, and various webinars. This includes outreach to new and repeating sponsors, managing invoices/payments, and developing and fulfilling sponsor benefits. Support the Development and Capitalization team in its overall operations through maintaining files, Salesforce entries and changes, and other operational/administrative requirements to keep the team organized and efficient. Assist with other organizational annual reporting, such as completing the yearly Audit report and Aeris rating report. The Senior Associate will lead the organization and distribution/submission of these reports. Requirements Education and Experience: Bachelor’s degree or 2-5 years of work experience in a relevant field. 2+ years of experience in fundraising, grant writing, and/or grants management a plus. Comfortable in using the latest technology to produce, package and disseminate proposals and other materials. Experience working with CRM databases is highly beneficial, experience with Salesforce a plus. Knowledge, Skills, Abilities and Physical Requirements: A strong passion for, understanding of, and commitment to OFN’s mission, vision, and values. Familiarity with the CDFI industry is strongly preferred where one can be a fearless advocate, who is confident and resilient in OFN’s fight to drive capital into low-income communities. Excellent customer service, collaboration, and relationship management skills, with internal and external partners. Ability to collaborate with other teams within OFN. Diligent at follow-up specifically as it relates to documentation completeness and organization. Self-motivated with the ability to set priorities and manage multiple tasks, projects, and deadlines concurrently, and at times, under pressure without sacrificing quality. Must be able to work under minimal supervision in an effective and efficient manner in a fluid environment. Smart, quick seeker of knowledge with the ability to think strategically, creatively, and tactically to analyze results and serve as an adaptable problem-solver. Strong work ethic, a high level of integrity, ability to exercise strict confidentiality in all work, and a commitment to organizational success. Advanced skills in Microsoft Office (specifically Word, Excel and PowerPoint) and comfortable with AI tools Moderate travel required (10% of time). Job involves normal physical requirements for an office position. Supervisor: EVP Chief Development Officer FLSA Status: Exempt The target salary range for this position is $70,000 - $88,000. The salary offered will depend on internal pay equity and the candidate’s relevant skills, experience, qualifications, and job market data. Exceptional performers in this role who make an outsized contribution can make well in excess of this range. Salary is one part of OFN’s comprehensive total rewards package, which includes benefits like dental, health, and vision care plans, and family-building benefits like hybrid work arrangements to promote a better work-life balance. OFN also offers Lifestyle Spending Account, Employee Assistance Program, and mental health benefits. To maximize teammate financial well-being, OFN offers financial education and auto-enrollment in the company's 403(b) plan with employer contributions. To maximize professional growth, OFN provides professional development dollars for each employee, alongside learning and development opportunities. Thank you for your interest in joining the OFN team in our effort and commitment to create opportunity for all. EOE

Responsibilities

The Senior Associate will manage the timely completion and circulation of investor and funder reports, including managing data in Salesforce and drafting narratives, while providing primary support for one of the three main fundraising business lines (Sponsorships, Grants, or Private Credit & Equity). Responsibilities also include collecting and analyzing strategic data, managing interim and final reporting for grants and sponsors, and supporting sponsor/vendor relations for various organizational events.