Impact Investing Portfolio Management Vice President

We are seeking a Vice President to join the Citi Impact Fund team in a portfolio management role. The $500 million Citi Impact Fund was launched in 2020, born out of the belief that venture capital investing and market based solutions could play a meaningful role in advancing opportunity for economically vulnerable communities. We make direct equity investments in "double-bottom line" U.S.-based start-ups that are leveraging technology and applying innovative solutions to help address some of society's most pressing challenges. Citi Impact Fund is part of Citi Community Investing and Development.

Based in Charlotte, NC with frequent travel to New York, the candidate will work alongside members of the investment team as well as cross-functional partners in Operations and Finance on portfolio management activities including impact measurement and management, portfolio financial management, individual portfolio company key events, follow-on investments, portfolio reporting and strategic projects. In addition, this person will partner with subject matter experts across Citi to drive collaboration and find opportunities to advance the success of our portfolio companies and the field as a whole.

The Citi Impact Fund is focused on driving solutions in four key investment areas, including:

• Climate resilience: Solutions for climate transition, mitigation and adaptation to protect our natural and built environments from the harmful effects of climate change, which disproportionately impact underserved communities
• Financial resilience: Solutions that provide underserved communities with opportunities to create, manage and build financial resilience and wellness
• Social infrastructure: Solutions that expand access to essential services including housing, healthcare and transportation for underserved communities
• Future of work: Solutions that provide access to stable, quality jobs, offer modern, relevant education and training for workers and students and re-imagine how we balance work and life.

Key Responsibilities:

• Manage a portfolio of investments, monitoring company performance, tracking financial and impact results, and preparing internal quarterly portfolio reviews and other analyses
• Support follow-on investment opportunities, including diligence, approvals, execution and structuring
• Support the fund’s quarterly portfolio review processes for both the direct and fund (LP) investment portfolios, including deck creation, metrics and performance analysis
• Support the Fund’s impact measurement and management processes and development of the annual impact report
• Support value creation, post-investment support and cross-functional collaboration projects, both internal and external facing, to support portfolio companies and founders
• Lead internal partner engagement on governance and operational items over the life cycle of an investment
• Manage portfolio analysis and data projects for Citi risk and control functions as well as regulatory requirements

Qualifications:

• Commitment to the Citi Impact Fund’s mission and desire to innovate in impact investing
• 2+ years of experience in private equity / venture capital investing and/or portfolio management; total of 4-5+ years of experience in relevant role (investment banking, strategy consulting, corporate finance, or direct business experience in one of the fund’s investment verticals)
• Strong preference for investing or portfolio management experience in at least one of Citi Impact Fund’s key verticals; specific experience or interest in impact investing strongly preferred
• Candidate must have strong understanding of finance and investment acumen including an ability to develop and manage complex analysis, conduct rigorous primary market and industry diligence, prepare valuation analysis and synthesize in written investment and portfolio reporting materials
• Strong communication and relationship management skills as well as an entrepreneurial spirit
• Attention to detail and desire to deliver high quality work products that drive key decisions
• Confident interpersonal skills and comfort contributing to discussions at senior levels
• Natural curiosity for learning new things and proactively sharing information with others
• Strong sense of urgency in driving projects to completion and ability to prioritize assignments and work in a fast-paced environment

Education:

• Bachelor’s degree required, preferably in technical/analytical discipline

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Job Family Group

Communications and External Relations

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Job Family

Community Development

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Time Type

Full time

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Primary Location

NC-CHARLOTTE (BALLANTYNE)

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Primary Location Full Time Salary Range

$107,120.00 - $160,680.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date

Sep 27, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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