Senior Investment Associate - iAlumbra Capital

Senior Investment Associate - iAlumbra CapitalRequisition ID 2025-2212# of Openings 1Category (Portal Searching) Investment ManagementRole OverviewWe are seeking a mission-aligned and detail-oriented Investment Associate to join the iAlumbra Capital team. This is a hands-on role supporting the full investment lifecycle, from pipeline development and due diligence through execution, portfolio monitoring, and ongoing portfolio analytics, across a dynamic portfolio of fund commitments, direct investments, and project development opportunities. The ideal candidate will possess strong analytical skills, research capabilities, clear writing ability, and a passion for leveraging capital to drive systemic change across the Americas. About the PositionLocation: US or Mexico preferred; Costa Rica or Panama also considered Languages: Fluent in English and Spanish Experience: 4+ years in investment banking, family office, private equity, asset management, or similar fields Compensation and Benefits InformationCompensation Range: $160,000 - $190,000 base and this role is eligible for an annual bonus Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off. ResponsibilitiesKey Responsibilities: Investment Committee & Memo Support Draft and refine Investment Committee (IC) memos and supporting materials for new investments and portfolio updates Synthesize research, diligence findings, and internal feedback into clear, well-structured narratives Coordinate cross-functional inputs (legal, tax, accounting, field teams) to ensure timely and high-quality materials Pipeline Management & Activation Maintain and update active pipeline opportunities in internal systems (e.g., Salesforce) Support meeting coordination, internal communication, and follow-up on action items Help ensure visibility and momentum on priority opportunities Research & Due Diligence Conduct macroeconomic, sectoral, and company-specific research Prepare benchmarks, comparables, and strategic insight packs to inform investment theses Support due diligence across direct investments, fund evaluations, and project structures Financial Analysis & Modeling Build and maintain financial models (DCF, comparables, sensitivity/scenario analysis) Track performance metrics such as IRR, MOIC, and NAV Contribute to portfolio dashboards and capital tracking tools Collaborate with tax and accounting functions to support investment level analysis Portfolio Monitoring & Reporting Monitor financial, operational, and impact KPIs across active investments Assist with quarterly reporting, portfolio valuations, and performance updates Support portfolio-level analysis, including data mining, trend identification, and cross-cutting insights that inform strategy, risk management, and Impact Measurement and Management (IMM) Contribute to the development and maintenance of portfolio-wide dashboards and data systems that enable IMM, thematic mapping, and strategic decision-making across the portfolio Collaborate with investment leads on tracking progress against value creation plans Process & Knowledge Management Maintain organized records of IC materials, diligence files, contracts, and communications Contribute to improvements in internal templates, workflows, and knowledge-sharing tools Help manage data systems and databases (e.g., Salesforce) to ensure accurate portfolio information, reporting readiness, and alignment with IMM and thematic mapping frameworks Support implementation of standardized data collection and portfolio monitoring processes Cross-Functional & Strategic Projects Participate in ecosystem mapping, pipeline development, and roadshow coordination Support investment leads in structuring high-impact opportunities Engage with field teams and philanthropic counterparts to ensure mission alignment and impact tracking Qualifications Bachelor's degree required; background in finance, economics, engineering, public policy, or related fields preferred Strong writing and communication skills, including memo development and research synthesis Highly organized and detail-oriented, with the ability to manage multiple projects simultaneously Strong Excel skills; financial modeling experience preferred Familiarity with Salesforce, PowerPoint, and other data or research platforms (with the ability to learn new systems quickly) Deep alignment with iAlumbra's mission and an interest in regenerative systems and catalytic investing

Created: 2026-03-04