• Reporting to: Head of Impact Investing & Measurement

Role Summary

Responsible for supporting the origination and management of a portfolio of impact investments that prioritise positive social impact and broader market-building efforts.

Key Responsibilities

• Industry
  • Monitoring industry development to keep track of market trends, opportunities and risks
• Opportunity assessment
  • Critically analysing business and strategic plans
  • Rigorously evaluating financial statements and projections
  • Rigorously evaluating impact theories of change, impact goals and performance
  • Assessing broader market dynamics and trends (demand, growth, competition, etc.)
  • Qualitative due diligence via stakeholder interviews
• Investment structuring and closing
  • Developing valuation models, including in markets where comparables don’t exist
  • Selecting appropriate investment instruments and structures on a transaction-by-transaction basis
  • Drafting and coordinating the finalisation of legal documents (terms sheets, loan agreements, subscription agreements, etc.)
  • Negotiating terms and structures with co-investors
  • Drafting investment memos for Boards and Investment Committees
• Investment management
  • Providing post-investment support to investees, such as via delivering capacity building projects
  • Overseeing reporting and measurement

Personal Characteristics and Skills

• Strong numerical skills including financial modelling via Excel
• Strong communication and interpersonal skills
  • High quality written communication via Word and PPT
• Advanced online research skills
• Project management expertise (all the way from proposal development to investment closure)
• Professional stakeholder management skills (internal management, Board, investees, co-investors, external legal, sell-side advisors, etc.)
• Thorough understanding of financial markets, instruments and investor types
• Demonstrated interest in impact investing, social enterprise or related fields
• Highly organised and methodical with strong attention to detail and process
• Comfortable working in ambiguous, complex and agile environments
• Highly resourceful and motivated, able to take initiative and consult effectively
• Ability to manage simultaneous, often conflicting tasks
• A team player, able to work within a small, professional team
• Self-starter with a “roll up the sleeves” attitude
• A strong connection with the values of the Foundation: Respect for people; Curiosity and a willingness to learn; Humility and Integrity; Courage and innovation

About the Paul Ramsay Foundation

Paul Ramsay was a visionary business leader who left Australia a remarkable legacy. Through his generous bequest, the Paul Ramsay Foundation continues his philanthropic legacy through a shared commitment to help break cycles of disadvantage in Australia.

Our talented team bring to this challenge their diverse perspectives and experience. We are anthropologists and educators, lawyers and economists, epidemiologists and entrepreneurs, political scientists and historians, psychologists and business analysts, journalists and administrators, philosophers and artists – all guided by our values of respect for people, curiosity, loyalty, courage and innovation. Diversity & inclusion, wellness, culture and learning are all important to us.

Find out more about the Paul Ramsay Foundation at www.paulramsayfoundation.org.au.

Location: Sydney or Melbourne.

How to apply

If this sounds interesting, rewarding and—importantly—a fit with your personal ambition and values, we would love to hear from you, please apply via Apply Now.