Opportunities

Principal - Oregon Community Foundation Team
Responses requested by Friday, July 16

​Occam Advisors is looking for an experienced professional to join our team in Portland primarily in support of our client, Oregon Community Foundation (OCF).  Since 2014 Occam Advisors has assisted OCF in launching and growing its impact investing practice area.  Today, we assist in managing OCF’s Oregon Impact Fund, a $30 million impact investing fund that combines funds from over 25 donor-investors with OCF endowment funds to invest statewide in lending intermediaries and individual projects in the areas of job creation, affordable housing, health, education and lands.  Our new team member would be primarily responsible for all aspects of the OCF relationship, including:  
  • Managing an existing portfolio of 20+ debt investments in the Oregon Impact Fund, tracking the management, financial health and impact of each investment
  • Networking throughout Oregon with non-profit and for-profit lenders and social enterprises to develop a pipeline of investment opportunities, making specific effort to develop investment opportunities led by and serving Black, Latinx or Indigenous people
  • Conducting financial and impact due diligence on 1-3 new investments per quarter as part of a cross-disciplinary team of client staff and volunteers and presenting investment recommendations to an investment committee
  • Meeting with current and prospective donor-investors to promote the Fund and share individual investment opportunities
  • Representing Occam and OCF’s work to community foundations and other place-based investors 
Qualifications
  • Experience working with Oregon’s mission-driven intermediaries, including community development financial institutions, community development corporations, credit unions, federally qualified health centers and/or community land trusts
  • Demonstrated ability to network and manage a pipeline of short, medium, and long term opportunities
  • Demonstrated ability to manage large, diverse stakeholder groups
  • Familiarity with fixed income investments and financial analysis
  • Strong interpersonal and written communication skills
Competitive salary, plus:
  • Medical and dental insurance
  • Retirement plan with company contribution
  • Flexible work schedule
Occam Advisors is committed to building a team with diverse backgrounds and viewpoints.  Women, people of color, and any other candidates who believe they would add to Occam Advisors’ diversity of perspective are strongly encouraged to apply.  Please send a cover letter or statement of interest and your resume to jobs@occampdx.com by Friday, July 16, 2021.