Investment Associate, American West, Remote

Blue Forest Finance
Job Category
Full time Positions
Start Date
Last Date to Apply
Investment Associate Reports to: Zach Knight, Co-Founder & CEO Preferred start date: January 2022 Application deadline: Rolling, position open until filled. Location: Remote; Northern California preferred. About Blue Forest Conservation: Blue Forest is a small, innovative climate finance non-profit firm that develops financial tools to address pressing environmental challenges. We are an interdisciplinary team of scientists, engineers, foresters, finance and communications professionals committed to the mission of “Financial Innovation for Sustainable Solutions” through our culture of learning, collaboration, diligence, and innovation. About the Forest Resilience Bond: In partnership with the US Forest Service and the World Resources Institute, Blue Forest developed our signature environmental bond, the Forest Resilience Bond (FRB), to overcome the funding gap for forest management. As a first of it's kind public-private partnership, the FRB enables private capital to catalyze public land management on National Forest land, thereby reducing wildfire risk and promoting ecological sustainability, by valuing the resulting ecosystem services. The FRB model is currently used exclusively for forest management interventions, but our successful replication and scaling of this ecosystem services model offers a new solution for financing a wide variety of climate interventions through public-private-partnerships at scale. To date, Blue Forest has launched two FRB projects that will finance $30mm+ of land management work on the Tahoe National Forest, and expects to launch an additional $50M+ in FRB projects over the next five years across California and the Pacific Northwest. Summary: The Investment Associate is a highly valuable member of the organization who will work closely with the CEO to help design, structure, and raise the next generation Forest Resilience Fund. The Forest Resilience Bond is the key and sole financial product of Blue Forest, and therefore the growth of the Bond into a Fund is key to the success of the entire organization. The Investment Associate at Blue Forest will support the CEO as the only other member of the Investment team in the following ways: (1) financial modeling and analysis (2) desk research and investor interviews regarding new financial product R&D (3) support, track, and advance investor relations processes and systems (4) assist the Finance and Operations Manager with organizational and FRB financial management (5) new business development and (6) investment administration. The Investment Associate must have a solid knowledge foundation of fixed income principles, eg securitization and project finance. Responsibilities & Duties Investment Analysis & Execution Build financial models for new Forest Resilience Bond Projects, fixed-income loan fund and other project financings that Blue Forest will undertake Support financial analysis of proposed infrastructure investments in the forestry space Develop investor marketing materials: PPMs, term sheets, presentations, manage other data room materials Under supervision, develop and negotiate proposed terms and conditions for debt investments in FRBs Under supervision, prepare investment proposals and materials for presentation to Investment Committee and potential investors Coordinate with legal counsel to support the development of deal related documentation Investor Relations Support fundraising efforts of first FRB Fund through research, interviews, and client management Possess general knowledge of fixed-income markets, strategies, and financial structures Participate in internal research projects and special client assignments as needed In coordination with the Finance and Operations Manager, ensure timely FRB reporting Prepare ad-hoc market environment and investment research Manage investor CRM database Create and manage Data Room file systems to keep information current Respond to investor inquiries New Business Development Perform screening and desk reviews of potential FRB projects and project types Attend innovative and environmental finance conferences and forums to build awareness of Blue Forest’s innovative financial model Monitor FRB project development pipeline and the development of new products Benefits: Employer paid health, dental, and vision coverage 401k retirement plan with 4% employer match 3 weeks paid vacation to start and 17 paid holidays Health & Wellness Stipend Explore the Outdoors Stipend Home Office Stipend or Co-Working Space provided Paid family leave
Required Qualifications: BA/BS degree (Finance, Accounting, Business Administration, Economics, or similar preferred) 3+ years of relevant finance experience. Experience in fixed income is strongly preferred. Strong analytical skills, including demonstrated financial modeling experience Highly developed written and verbal communication skills Ability & interest in working remotely Excellent time management, decision-making, and interpersonal skills Experience working with financial statements, fixed income products, and large data sets Project/Task Management experience (attention to detail and ability to handle multiple tasks simultaneously) Interest in working with both market rate and concessional investors focused on high impact projects Interest in working in land management / climate finance / sustainable forestry Preferred Qualifications: Fixed Income experience with a focus on securitization and/or infrastructure project finance Loan servicing experience Research skills Proficiency with CRM and portfolio management systems A demonstrated commitment to environmentally responsible initiatives HOW TO APPLY To apply to this position, submit a resume and cover letter to Email subject lines should be “Investment Associate - First Name Last Name.” Applications without cover letters will not be considered. People from historically underrepresented populations and candidates with non-traditional career paths are especially encouraged to apply. Applications will be accepted on a rolling basis. Blue Forest provides employment and opportunities for advancement, compensation, training, and growth according to individual merit, without regard to race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity, marital status, age, genetic information, disability, veteran-status, or any other characteristic protected under applicable Federal, state, or local law. Applicants must have authorization to work in the United States.
Contact Person
Abby Gritter, Chief of Staff
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