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Investment Associate
| Company | Open Society Foundations |
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| Location | New York, NY, USA |
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| Salary | $150000 – $190000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- Significant experience in private-sector banking or investment, leading investment transactions, ideally with some exposure to Emerging Markets/Global South.
- Strong dedication to advancing impact through investment and private sector engagement.
- Proven track record of successfully leading—and closing—all stages of due diligence for direct equity and debt investments as well as investments through intermediaries/funds.
- Ability to source and screen investment opportunities against an impact strategy.
- Ability to undertake sophisticated financial modelling, risk and financial analysis, due diligence, valuations, and structuring.
- Experience with asset management.
- Strong commitment to Open Society’s core values of humility, commitment, collaboration, respect, inclusivity and integrity.
- Excellent command of spoken and written English. Knowledge of other languages is an asset.
Responsibilities
- Support the development of investment themes/strategies.
- Lead relevant landscaping/benchmarking exercises to identify and develop new investment opportunities in line with SEDF’s investment strategies.
- Ensure all deals, and deal details, at every stage of investment process, are properly catalogued in SEDF’s database and other management systems.
- Draft investment recommendations, from pre-concept notes to concept notes to final investment memos.
- Contribute to due diligence, including: supporting Investment Principals and the Managing Director in developing and executing diligence workplans.
- Develop financial models and financial analysis.
- Undertake risk analysis.
- Contribute to impact and ESG analysis.
- Contribute to forging strategic partnerships for SEDF at portfolio and individual deal level — both within Open Society Foundations and externally with key stakeholders (impact investors, MDBs/DFIs, expert consultants, etc.).
- Support asset management, including overseeing creative ways to add value to SEDF investees.
- Contribute to the refinement/improvement of SEDF’s investment processes and systems, as needed, including memos and documentation, reporting, database management, etc.
Preferred Qualifications
- Deeper expertise in one or more region or relevant theme is an advantage but is not required.
