Sr. Associate Capital Development

Posted 2 Days Ago
Be an Early Applicant
4 Locations
In-Office
Senior level
Healthtech • Other • Professional Services • Social Impact
The Role
Lead fundraising and capital development for mission-driven initiatives by identifying funders, preparing debt and equity proposals, negotiating terms, managing financial closings, maintaining funder relationships, tracking commitments, preparing reports, supporting audits, and ensuring program compliance. The role also monitors funding needs, supports grant solicitation, coordinates internal teams, and represents Self-Help at industry events.
Summary Generated by Built In

Job Description:

WHO We Are: 


Self-Help started in 1980 with a focus on economic inequality, especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunities at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.


We are seeking a Sr. Capital Development Associate to join our Durham, NC or Chicago, Ill or Oakland, CA or Charlotte, NC team


WHAT You'll Do:


  • Lead and support fundraising activities to raise needed capital for Self-Help’s mission driven initiatives including:
  • Developing new funding opportunities with banks, foundations, insurance companies, etc.
  • Investigating funding opportunities with active and potential funders
  • Preparing proposals for debt and equity opportunities
  • Negotiating terms and conditions with funders
  • Managing or leading complex finance closing processes
  • Maintaining relationships with active funders
  • Supporting event planning and implementation
  • Attending industry conferences and meetings to provide greater exposure of Self-Help to potential funders and the CDFI industry and to learn from industry best practices.
  • Documenting and tracking commitments to active funders
  • Preparing quarterly and annual reports for active funders
  • Providing support for in-depth annual reviews and audits
  • Support or manage program compliance on various funding awards.
  • Monitor program team activities and funding needs to ensure actions are consistent with funding and board direction.
  • Support grant solicitation efforts.
  • Support program teams in generating high quality program information and managing program compliance on various funding awards.


WHAT YOU'LL NEED


  • Bachelor’s degree or equivalent relevant experience; Graduate degree preferred.
  • 5 years of financial management, legal, program management, lending or capitalization experience; 10+ years’ experience preferred.
  • Experience with tax credit programs, e.g. the New Markets Tax Credit, Historic Tax Credit, Low Income Housing Tax Credit and/or Investment Tax Credit programs, preferred
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.
  • Ability to learn and effectively present Self-Help’s financial position and mission impacts.
  • Ability to dissect and prioritize value of funding opportunities.
  • Ability to manage internal working groups to determine funding priorities.
  • Ability to develop and maintain credible and trusting relationships with internal and external partners.
  • Strong ability to promote Self-Help through writing, presentations and networking
  • Ability to effectively plan, organize and prioritize multiple tasks and/or projects to meet deadlines.
  • Ability to self-motivate, identify challenges and opportunities and coordinate team responses.
  • Keen attention to detail and accuracy.
  • Knowledge of accounting, ability to read and analyze financial statements required and ability to create and interpret financial projections preferred.
  • Proficiency in Microsoft programs including Word, Excel and PowerPoint.
  • Ability and willingness to travel up to 20%. 2
  • Ability and willingness to work beyond normal work hours, as needed.

Preferred Qualifications


  • Experience in negotiating terms of legal agreements.
  • Experience working in the community development sector, in the CDFI industry

Ability to demonstrate Self-Help's Core Values:

o Mission Before Self

o Service With Excellence

o Embracing & Promoting Change

o Results Not Credit

o Diversity as a Strength

o Financial Sustainability for Mission Impact



Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer: 


Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status. 

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer: 

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status. 

Skills Required

  • Bachelor's degree or equivalent relevant experience
  • At least 5 years of financial management, legal, program management, lending, or capitalization experience
  • Strong commitment to creating economic opportunity for traditionally underserved communities
  • Ability to present financial position and mission impacts effectively
  • Ability to evaluate and prioritize funding opportunities
  • Ability to manage internal working groups and determine funding priorities
  • Ability to develop and maintain relationships with internal and external partners
  • Strong writing, presentation, and networking skills
  • Ability to organize and prioritize multiple tasks or projects
  • Strong attention to detail and accuracy
  • Knowledge of accounting and ability to read and analyze financial statements
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Ability and willingness to travel up to 20%
  • Graduate degree
  • 10 or more years of relevant experience
  • Experience with New Markets Tax Credit, Historic Tax Credit, Low Income Housing Tax Credit, or Investment Tax Credit programs
  • Ability to create and interpret financial projections
  • Experience negotiating legal agreement terms
  • Experience in the community development or CDFI sector
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The Company
HQ: New York, NY
Year Founded: 1983

What We Do

Selfhelp Community Services is a non-profit organization dedicated to maintaining the independence and dignity of seniors and at-risk populations through home care, affordable housing, and community-based social services.

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