Interim Senior Analyst, Investments

ROLE DESCRIPTION

The Interim Senior Analyst will be a key member of the organization's investment team, contributing to the sourcing, diligence, execution, and oversight of impact investments. The position will balance executional responsibilities with opportunities to take on ownership of end-to-end investment processes, requiring strong project management and relationship building skills. The Interim Senior Analyst will work closely with internal teams, external advisors, and portfolio partners to advance the organization's mission of catalyzing social impact and empowering women and girls worldwide.

This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter.

ROLE RESPONSIBILITIES

Investment Sourcing & Diligence.

• Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team's strategy.
• Assist in all aspects of due diligence process and lead when appropriate.
• Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling.
• Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities.
• Draft high-quality investment memos and presentations for senior leadership and the Investment Committee.
• Lead thematic and sector research that informs investment strategy.

Portfolio Management & Reporting

• Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners.
• Review and analyze fund performance reports, tracking key performance indicators.
• Create and maintain portfolio dashboards, ensuring data accuracy and timely updates.
• Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners.

Internal Collaboration & Process Improvement

• Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities.
• Support in creating educational materials and internal touchpoints on impact investing.
• Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization.

Perform other job-related duties as assigned.

CORE COMPETENCIES

To perform this role successfully, individuals must demonstrate the qualities and behaviors aligned with our core competencies that define what success looks like across all roles. These core competencies reflect the expectations for how we work together, lead, grow, and deliver impact-regardless of function or level. Core competencies apply to all employees.

Build and Maintain Trust

Act with integrity and foster an inclusive and collaborative work environment.

• Is Inclusive- Advance a culture of equity and belonging.
• Act with Integrity- Tell the truth, take responsibility for your actions, meet your commitments, and act ethically.
• Collaborate- Build trusting relationships and treat people with dignity and respect.

Drive Impact

Deliver high-quality work that is aligned with Pivotal Strategic Initiatives.

• Solve Problems- Identify issues and seek diverse perspectives to develop potential solutions.
• Propel Work Forward- Take initiative, prioritize work appropriately, and complete work on time.
• Center Stewardship- Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures.

Learn and Grow

Demonstrate a commitment to continuous individual and organizational development.

• Contribute Constructively- Participate in advancing individual, team, and organization-wide well-being and resilience.
• Occupy Growth-Mindset- Embrace challenges, learn from mistakes, and focus on improvement.
• Share Knowledge- Document work appropriately, assess outcomes, and share explicit and tacit learning.

REQUIRED QUALIFICATIONS

• Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience
• Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation.
• Excellent writing and communication abilities, with skill in presenting complex ideas clearly.
• Highly organized, with the ability to manage multiple priorities and meet timelines under pressure.
• Experienced in building and fostering relationships with investment and portfolio partners.
• Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world.
• Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint).
• Fluency in use of systems necessary to role (e.g., Salesforce, Workday).

PREFERRED QUALIFICATIONS

• Strong proficiency in financial analysis and Excel-based modeling.
• Experience with CRM and reporting tools.
• Experience working with diverse stakeholders, both internal and external.

The annual base compensation range for this role is $170,000- $179,100. This position is based in Pivotal's Washington, D.C. or Seattle offices. Remote may be considered for exceptionally qualified candidates in New York or San Francisco who are willing to travel.

Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents.