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Investment Coordinator
Job Description
Investment Coordinator at Realize Impact Investment Coordinator at Realize Impact in Bainbridge Island, Washington Posted in 15 days ago.
Type:
full-time
Role:
Investment CoordinatorLocation:
LATAMPreferred Location:
Colombia or MexicoEmployment Type:
ContractorPay Type:
Fixed Monthly CompensationBenefits:
This contractor role includes paid time off, an annual performance bonus, home office support, and professional development support, as outlined below.
Who we areRealize Impact is a 501(c)(3) nonprofit organization dedicated to accelerating social and environmental impact through innovative funding, partnership, and ecosystem-building solutions. Since 2013, we have supported mission-driven entrepreneurs, nonprofits, and impact-focused organizations working to address some of the world's most pressing challenges.
Our core programs include philanthropic investing, fiscal sponsorship, and investment partnerships with other nonprofits. Since launching our Philanthropic Investment Grant (PHIG) program in 2020, we have deployed nearly $100 million in philanthropic capital across 300+ impact investments globally.
As a remote-first organization, we combine the analytical rigor of impact investing with hands-on operational expertise and a deep commitment to integrity, collaboration, and measurable social change. Our team partners with donors, foundations, nonprofit leaders, entrepreneurs, and ecosystem stakeholders to build a more equitable and sustainable future while continuing to scale our programs and organization capacity.
Position SummaryThe Investment Coordinator plays a supporting role in administering Realize Impact's Philanthropic Investment Grant (PHIG) and Investment Partnership programs. This position is responsible for working with PHIG & Partnership staff to coordinate the day-to-day administration of the programs, including PHIG onboarding and investment administration, donor-investor communications, maintaining partnership records, and ensuring accurate investment tracking, reporting, and program documentation.
The Investment Coordinator serves as a secondary operational point of contact for donor-investors and partner organizations and works closely with the PHIG & Partnerships team, Finance & Operations team, organizational leadership, and external stakeholders to deliver an exceptional experience throughout the investment and partnership lifecycle.
This role collaborates across program, finance, and operations functions to support organizational priorities, improve processes, and contribute to the success of a growing, mission-driven organization. The ideal candidate is highly organized, analytical, and passionate about supporting innovative organizations creating meaningful social and environmental impact.
What You Will DoPHIG & Partnerships Program AdministrationCoordinate the day-to-day administration of Realize Impact's PHIG & Investment Partnerships programsCoordinate onboarding and setup of newly approved PHIG participants, donor-investors, and partner organizationsMaintain accurate program records, documentation, and tracking systemsAs needed, support the PHIG & Partnerships team with initial due diligence on prospective PHIG opportunities and Partnership initiativesAs needed, support the preparation of recommendation materials and supporting documentation for Investment Committee review and approval processesDonor-Investor and Partner SupportServe as a secondary operational point of contact for donor-investors, investees, and partner organizations Assist the PHIG & Partnership staff in supporting donors, investees, and partners with operational questions, reporting requirements, and program processesCoordinate routine communication and follow-up activities with donor-investors, investees, and partners Help ensure donors and partners remain informed and supported throughout their engagement with Realize ImpactFoster strong relationships with donor-investors, investees, and ecosystem partnersDonations, Investments & ReportingCoordinate donation processing, investment administration, and related program activitiesTrack and monitor donations, investments, repayments, returns, and program transactions Manage donor acknowledgements, tax receipts, reporting notifications, and related communicationsMaintain accurate records of donations, investments, and program transactionsSupport reporting activities for donors, partners, and organizational leadershipProgram Operations & Data ManagementSupport program staff in maintaining PHIG and Partnership tracking systems, reporting tools, and program recordsEnsure supporting documentation is organized, complete, and accessibleAssist with monitoring program metrics and preparing reporting and analysisIdentify opportunities to improve workflows, documentation, and operational efficiencySupport compliance and recordkeeping requirements associated with PHIG and partnership activitiesOrganizational Development & CommunicationsContribute to organizational communications, marketing initiatives, and ecosystem engagement effortsDraft PHIG and Partnership content for RI newsletters, blog, and social mediaSupport special projects and strategic initiatives that advance organizational goalsParticipate in process improvement and organizational development efforts as needed Cross-Functional Collaboration & Organizational SupportCollaborate across program, finance, operations, and growth functions to support organizational priorities and ensure a seamless stakeholder experience.
Provide backup and operational support across organizational programs and workflows during periods of increased demand, staff absences, or organizational transitions.
Participate in cross-functional projects, special initiatives, and other organizational priorities as needed.
Who You AreBachelors degree or equivalent professional experience requiredProfessional proficiency in English is requiredMinimum of 1 year of relevant experience, 2+ years preferred in nonprofit operations, program administration, project management, philanthropy, impact investing, grants administration, or related fieldsStrong organizational and time management skillsExceptional attention to detail and commitment to accuracyExcellent written and verbal communication skillsAbility to manage multiple priorities and deadlines simultaneouslyStrong relationship-building and stakeholder management skillsSelf-motivated and comfortable working independently in a remote environmentAdaptable and comfortable operating in a growing and evolving organizationPassion for social impact, philanthropy, and mission-driven workPreferred QualificationsExperience in nonprofit administration, grants management, or donor servicesFamiliarity with impact investing, philanthropy, or donor-advised fundsExperience with CRM systems, project management tools, and reporting platformsInvestment banking experienceGraduate education in nonprofit management, business, or a related field is a plusFluency in French is a plusPrior experience working in a fully remote environmentWhat You Will Get From Us / BenefitsProfessional growth opportunities Flexible remote work environment38 days of paid time off, including 18 local holidays and 20 personal/vacation daysAnnual performance bonusHome office support in accordance with company guidelinesProfessional development support and stipend for reasonable learning and development expensesCompetitive compensation aligned with experience and qualificationsOpportunity to work directly with organizational leadership, funders, entrepreneurs, and ecosystem partners recblid drxbf9t2t7qg5sa2lcqit8jl5c9e1a
Benefits
- Paid Time Off (PTO)
- Bonuses/Stipends
- Professional Development
- Dental Insurance