Investor Relations Graduate Trainee at One Acre Fund

About the Role

• This role supports the execution of the loan compliance and reporting function, the department’s operations, lender due diligence, and one-off analytical projects.

Responsibilities

• Support the Execution of loan compliance and reporting function
• Draft reports required by lenders (e.g. annual questionnaires, quarterly financial reports, ad hoc requests) with oversight of the Investor Relation Specialist for review by the relationship managers
• Work with payments team to ensure we make interest payments on time
• Support reconciliations related to IR’s work (debt, refundable advances, FX hedging) while working with accounting team on the quarterly close process
• Draft the quarterly financial health dashboard to allow senior IR team members to report on the health of the balance sheet to the Finance Committee

Support Investor Relations team operations

• Support processes and systems used by the IR team (Loan tracker, Salesforce, RiskScreen). Enter information to make sure that they are up to date.
• Retain loan documents as required by document retention policies. Keep the IR folder organized so that the IR team works efficiently
• Provide administrative support when signing new retail notes and loans

Lender relationship management and Due Diligence

• Assist on due diligence analyses and proposals as requested by relationship managers, under the supervision of the Investor Relations specialist. Work may include preparation of spreadsheets, prep of written summaries of One Acre Fund’s operations, finding requested information by working with other teams and leveraging existing resources.
• Support the maintenance of Due Diligence resources by updating resources and improving IR’s Resources Management system.
• Help update the key outreach materials with up to date audited financials, impact results, and other relevant updates.

Analytical Special Projects

• Support the execution of data analysis and financial modeling projects
• Other one-off projects to support the Investor Relations team or other teams in the Finance Department

Career Growth and Development

• We have a strong culture of constant learning and we deeply invest in our people. You’ll have weekly check-ins with your manager, access to mentorship and training, and regular feedback on your performance. We’ll hold career reviews every one-three months, and set aside time to discuss your aspirations and career goals. You’ll have the opportunity to shape a growing organization and gain rewarding technical experience.

Qualifications

• Knowledge: Good understanding of finance and accounting; some exposure to financial statement analysis preferred

Technical skills:

• Strong analytical skills and attention to detail
• Strong knowledge of MS Excel (google sheets a plus). Experience with Financial Modeling in Excel and complex formulas (e.g: Index, Match, Lookups) preferred
• Strong written and verbal communication skills; ability to consolidate information from multiple sources in a clear way
• Top-performing undergraduate background

Soft skills:

• Ability to work both independently and part of a team depending on the project. Ability to work remotely
• Combine strong leadership skills with good humor, patience, and a humble approach to service