Develop and manage a pipeline of prospective investors across banks, philanthropic organizations, foundations, healthcare systems, higher education institutions, and other mission-aligned entities
Conduct proactive outreach, including meetings, calls, conference participation, and follow-up engagement to expand LFM’s investor base
Lead investor conversations and presentations, tailoring messaging to different audiences (e.g., CRA-motivated banks, foundations, corporate partners)
Advance prospective investors through the relationship lifecycle, from initial introduction through commitment
Contribute directly to annual fundraising goals and capital formation targets, in coordination with the VP, Fund Development
Support preparation and delivery of investor presentations, fund materials, and due diligence responses in coordination with Marketing, Legal, Compliance, and Fund Design teams
Manage the investor closing process, coordinating documentation and communication with internal and external stakeholders
Maintain ongoing communication with investors during fundraising cycles, ensuring timely responses and follow-up
Partner with Investor Relations to support pipeline updates, investor reporting touchpoints, and relationship continuity
Work closely with Fund Investments, Fund Management, and Investor Relations to ensure alignment between fundraising efforts and fund capacity, pricing, and deployment timelines
Coordinate internally to ensure accurate and consistent messaging regarding fund performance, impact metrics, and product positioning
Represent LFM in cross-platform discussions and contribute to broader “One LISC” engagement opportunities when appropriate
Exercise professional judgment in investor-facing communications without requiring routine oversight or message revision
Maintain accurate and up-to-date investor records, call logs, and pipeline tracking in Salesforce and other internal systems
Monitor progress against outreach and capital raising goals and provide regular updates to the VP, Fund Development
Support reporting and analytics related to investor engagement and fundraising performance.
Requirements
Bachelor’s degree from an accredited college or university required; advanced degree preferred
Minimum 7 years of relevant experience in community development banking, CRA-focused financial services, impact investing, fund sales, real estate finance, or related investment environments
Demonstrated experience engaging and pitching to financial institutions, particularly CRA-motivated banks; experience working with philanthropic organizations or foundations strongly preferred
Working knowledge of affordable housing finance and community development investment structures; familiarity with CRA frameworks and regulatory considerations preferred
Experience in fundraising, capital raising, investor relations, or investment product sales preferred
Ability to articulate investment strategies clearly to diverse audiences and tailor messaging to different investor types (e.g., banks, foundations, corporate partners)
Strong relationship-building skills and demonstrated ability to independently manage and advance a pipeline of prospective investors
Proficiency in Microsoft Office (PowerPoint, Word, Excel including pivot tables and financial analysis tools) and experience maintaining investor records in Salesforce or other CRM systems
Excellent written and verbal communication skills, including strong proofreading and presentation abilities
Demonstrated commitment to LISC’s community development mission and ability to balance financial objectives with impact outcomes.
Benefits
Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
Disability Insurance: Long-term and short-term coverage for peace of mind;
Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
Generous Holidays: Enjoy ample time off to recharge and celebrate;
Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
Referral Program: Earn rewards for referring qualified candidates to join our team;
Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.