Talent.com
Investment Analyst
Investment AnalystCommunity Investment Management • San Francisco, CA, United States
Investment Analyst

Investment Analyst

Community Investment Management • San Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Community Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by partnering with select tech-enabled lending partners, improve financial health and drive widespread adoption of such fintech innovation by the financial mainstream.

Position Summary

We are looking for an Investment Analyst to join our U.S. Investment Team in San Francisco. The position will involve occasional travel to existing and prospective fintech partners. The Investment Analyst will contribute to all aspects of CIM’s work, establishing CIM as the leading credit provider for fintech lending products and platforms in our target markets. A passion for impact at scale, strong analytical skills, and comfort with a high degree of autonomy in a collaborative, global organization are essential for success in this role.

Responsibilities

  • Conduct deal‑specific diligence, including financial and credit analysis on new and existing investments. Build detailed models to evaluate investment performance across a range of scenarios.
  • Support the monitoring of existing investments with periodic analytical reviews and direct portfolio company engagement.
  • Synthesize findings, develop analytical perspectives with limited information, create detailed investment memos, and make recommendations to the team.
  • Support the team in investment structuring, negotiation, documentation, and execution.
  • Assist in building new investment theses by analyzing and assessing new markets and fintech verticals and closely monitor the competitive and regulatory landscapes across fintech sectors.
  • Assist with monthly / quarterly portfolio reporting requirements.
  • Work closely with the teams in New York, Latin America, Asia and Europe to facilitate investor reporting, audits, risk reporting and technology coordination.

The Ideal Candidate

  • Passionate about social impact, relentlessly inquisitive about identifying emerging trends, and constructively obsessed about assessing the best emerging teams and companies.
  • 2–4 years of previous work experience, with a background in fintech, debt financing, or structured products.
  • Strong analytical skills, attention to detail and expertise in building and assessing financial models.
  • Comfortable communicating one’s opinion clearly and effectively in writing and in team discussions.
  • Excited to work in a small, fluid, ambitious, and highly collaborative global team with a high degree of autonomy, self‑motivation, and discipline.
  • Strong interpersonal skills, collaborative mindset, intrinsically curious, self‑starter, and an exceptional work ethic.
  • Knowledge of other languages a plus.
  • Experience manipulating and handling large datasets in Python, R, or SQL.
  • Compensation

    For this position, we offer a competitive base salary in the range of $100,000 to $125,000 depending on qualifications and experience. In addition to the base salary employees are offered a comprehensive benefits package, including health, dental, and retirement plans and are eligible for discretionary performance‑based bonuses.

    Our Values

  • 1. Appreciate every voice and cultivate constructive dissidence We believe seeing things differently is a key strength.
  • 2. Encourage each other to take chances We believe that people produce their best ideas when they feel comfortable putting themselves out there.
  • 3. Stay humble and intellectually curious We believe that remembering that we all are deeply flawed enables a learning mindset which empowers us to discover new solutions and grow.
  • 4. Seek alignment We believe that we are best set up for success when we share the same goals with our partners.
  • 5. Find a better way We believe that we can figure out any problem with enough persistence and creativity.
  • Seniority Level

    Entry level

    Employment Type

    Full-time

    Job Function

    Finance and Sales

    Industries

    Investment Management

    Diversity, equity, and inclusion are directly aligned with our core values. We know that a diverse workforce allows us to see problems in more nuanced ways, building the thought leadership needed to have outsized positive impact on the world. We actively recruit, develop, and retain people from a diverse candidate pool. We strongly encourage women, people of color, lesbian, gay, bisexual, transgender, queer and non‑binary people, veterans, parents, and individuals with disabilities to apply. CIM is an equal opportunity employer and welcomes everyone to our team. We are committed to a diverse and inclusive workplace and equal opportunity for all applicants, as well as employees. All applicants for positions at CIM will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or breastfeeding), age, sexual orientation, gender, gender identity or expression, national origin, marital status, parental status, ancestry, disability, veteran status, citizenship status, genetic information, or any other protected status. Qualified applicants with prior criminal records will be considered for employment consistent with federal, state, and local laws, including but not limited to the San Francisco Fair Chance Ordinance.

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Investment Analyst • San Francisco, CA, United States

    [internal_linking.similar_jobs]
    Investment Banking Analyst

    Investment Banking Analyst

    TEEMA Solutions Group • San Francisco, CA, United States
    [job_card.full_time]
    Investment Banking / Financial Services.Competitive base + performance bonus (Varies by employer).Career Launch AI is featuring an exclusive. This is an example of the high‑quality finance, consulti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Investment Analyst, Carbon Projects

    Senior Investment Analyst, Carbon Projects

    Rubicon Carbon • San Francisco, CA, United States
    [job_card.full_time]
    Senior Investment Analyst, Carbon Projects.Rubicon Carbon is a next-generation carbon solutions provider.Led by a world-class management team, Rubicon is an innovative platform that channels capita...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst, Investments

    Analyst, Investments

    Chan Zuckerberg Initiative • Redwood City, CA, United States
    [job_card.full_time]
    Across our work in Science, Education, and within our communities, we pair technology with grantmaking and collaboration to help accelerate the pace of progress toward our mission.Our Investment te...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst, Global Investment Banking, M&A (San Francisco)

    Senior Analyst, Global Investment Banking, M&A (San Francisco)

    RBC Capital Markets, LLC • San Francisco, CA, United States
    [job_card.full_time]
    Transaction execution, new business presentations and meetings, and other such duties.Working with Associates and above in development of pitch books and related client materials.Developing financi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst - Investment Banking - San Francisco

    Analyst - Investment Banking - San Francisco

    Ducera Partners • San Francisco, CA, US
    [job_card.full_time]
    Analyst - Investment Banking - San Francisco.San Francisco, California, United States.Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, rest...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investing Analyst at mission-driven global venture capital firm

    Investing Analyst at mission-driven global venture capital firm

    Jack & Jill / External ATS • San Francisco, CA, United States
    [job_card.full_time]
    This is a job that we are recruiting for on behalf of one of our customers.He's an AI agent that sends you unmissable jobs and then helps you ace the interview. He'll make sure you are considered fo...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Investment Analyst at M13 San Francisco, CA

    Investment Analyst at M13 San Francisco, CA

    Itlearn360 • San Francisco, CA, United States
    [job_card.full_time]
    M13 is an early‑stage venture capital firm investing in visionary founders building disruptive technology businesses.We focus on how emerging technologies can be applied to large and expanding mark...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Impact Fintech Investment Analyst

    Impact Fintech Investment Analyst

    Community Investment Management • San Francisco, CA, United States
    [job_card.full_time]
    A leading investment management firm seeks an Investment Analyst in San Francisco, focused on enhancing financial inclusion through strategic debt funding. This entry-level role involves analyzing n...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Analyst

    Investment Analyst

    SoftBank Group International • Menlo Park, CA, United States
    [job_card.full_time]
    The SoftBank Group invests in breakthrough technology to improve the quality of life for people around the world.The SoftBank Group is comprised of SoftBank Group Corp. TOKYO : 9984), an investment h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Investment Analyst - Real Assets

    Senior Investment Analyst - Real Assets

    University of California Office of the President • Oakland, CA, United States
    [job_card.full_time] +1
    Senior Investment Analyst, Real Assets.The University of California, widely considered to be the world's premier public research university, is dedicated to excellence in teaching, research, and pu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Analyst

    Investment Analyst

    Guest • San Francisco, CA, United States
    [job_card.full_time]
    Sumeru Equity Partners is a leading private equity firm specializing in growth-oriented technology investments.With over $3 billion in assets under management, they focus on providing growth capita...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst, Alternatives & Private Credit

    Remote Investment Analyst, Alternatives & Private Credit

    GE Aerospace • San Francisco, CA, United States
    [filters.remote]
    [job_card.full_time]
    A leading aerospace company is seeking a Senior Investment Analyst to manage alternative investments with a focus on private credit strategies. The role involves conducting due diligence, financial ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Venture Capital Job – Investment Analyst – M13

    Venture Capital Job – Investment Analyst – M13

    Thestorywatch • San Francisco, CA, United States
    [job_card.full_time]
    M13 is an early-stage venture capital firm investing in visionary founders building disruptive technology businesses.Established in 2016 with offices in Los Angeles, New York, and San Francisco, th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Healthcare Investment Banking Analyst : IPOs, M&A & Valuations

    Healthcare Investment Banking Analyst : IPOs, M&A & Valuations

    Wedbush Securities • San Francisco, CA, United States
    [job_card.full_time]
    A financial services firm in San Francisco is seeking an Investment Banking Analyst for their healthcare team.Responsibilities include transaction support, financial analysis, and client interactio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Analyst, application via RippleMatch

    Investment Analyst, application via RippleMatch

    RippleMatch Opportunities • San Francisco, CA, United States
    [job_card.full_time]
    Investment Analyst, application via RippleMatch.This role is with RippleMatch's partner companies.RippleMatch partners with hundreds of companies looking to hire top talent.RippleMatch is your AI-p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Equity Investments Analyst - Secondaries / Primaries

    Private Equity Investments Analyst - Secondaries / Primaries

    Ardian • San Francisco, CA, United States
    [job_card.full_time]
    A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projec...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PGIM Real Estate-Investment Analyst

    PGIM Real Estate-Investment Analyst

    PGIM • San Francisco, California, USA
    [job_card.full_time] +1
    Investment Management - Investments.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE.As the Global Asset Management business of Prudential were always looking for ways to improve financial serv...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Vallejo, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]