Ratings Operations Associate

Summary

Aeris Insight, Inc. is an expert in the financial and impact performance of community development financial institutions and private impact loan funds. The Ratings Operations Associate will manage, interpret, and analyze CDFI financial data and statements, prepare rating report materials, verify submissions, and support rating operations. The role also involves collaborating with CDFIs and Aeris Analysts, tracking project schedules, demonstrating the Aeris Cloud, and participating in industry events.

Responsibilities

• Manage CDFIs’ data and document submissions to the Aeris Cloud (Aeris’ proprietary data collection platform) and verify the accuracy of the data they submit
• Produce calculated ratios and related tables and graphs for Aeris’ rating analyses or quarterly performance reports on individual CDFI, as well as proof and finalize quarterly financial statements and reported performance metrics. Accuracy is critical
• Prepare detailed report templates for Aeris Analysts
• Communicate with CDFIs and Aeris Analysts when clarification or additional data is needed about the materials CDFIs have submitted
• Track and monitor the timeliness of assigned rating projects and participate actively in weekly scheduling meetings to keep operations on track and up to quality standards
• Lead demonstrations of the Aeris Cloud for external users
• Promote Aeris by participating in industry convenings/events, both virtual and in-person

Skills

• • Bachelor's Degree in business, finance, accounting, economics or related fields with outstanding record of academic achievement
• • Two plus years of professional experience in financial services, including experience in reading, interpreting, and analyzing financial data, GAAP financial statements, and tax returns. Familiarity with nonprofit financial statements is a plus
• • Two plus years of demonstrated accounting experience through one or a combination of the following: work experience, training, education
• • Advanced PC skills including standard Microsoft Office products and database applications, familiarity with customer relationship management (CRM) systems desired; preferably Salesforce.com is a plus
• • Strong accounting knowledge and skills, proficiency in production and analysis of lender financials, nonprofit financial reporting experience is a plus
• • One plus years of financial spreading and analysis, credit risk management or underwriting experience is a plus
• • Excellent written and verbal communication and interpersonal skills to interact effectively with external and internal stakeholders
• • Detailed-oriented with the ability to handle multiple tasks at the same time and superior organization and time management skills to meet hard deadlines
• • Self-motivated, able work both independently and with teams and with diverse constituents and have strong work ethic
• • Be able to respond to Analyst and CDFI inquiries and receive direction and ability to apply knowledge in related areas to successfully complete tasks assigned
• • Ability to effectively manage competing deadlines for projects often in a high-pressure work environment, with varying degrees of supervision
• • Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills
• • Alignment of personal goals with Aeris' mission and the field of impact investing
• No extraordinary physical requirements beyond ability to travel (5%). ADA/EOE

Qualifications

Must Haves

• • Bachelor's Degree in business, finance, accounting, economics or related fields with outstanding record of academic achievement
• • Two plus years of professional experience in financial services, including experience in reading, interpreting, and analyzing financial data, GAAP financial statements, and tax returns. Familiarity with nonprofit financial statements is a plus
• • Two plus years of demonstrated accounting experience through one or a combination of the following: work experience, training, education
• • Advanced PC skills including standard Microsoft Office products and database applications, familiarity with customer relationship management (CRM) systems desired; preferably Salesforce.com is a plus

Nice to Haves

• • Strong accounting knowledge and skills, proficiency in production and analysis of lender financials, nonprofit financial reporting experience is a plus
• • One plus years of financial spreading and analysis, credit risk management or underwriting experience is a plus
• • Excellent written and verbal communication and interpersonal skills to interact effectively with external and internal stakeholders
• • Detailed-oriented with the ability to handle multiple tasks at the same time and superior organization and time management skills to meet hard deadlines
• • Self-motivated, able work both independently and with teams and with diverse constituents and have strong work ethic
• • Be able to respond to Analyst and CDFI inquiries and receive direction and ability to apply knowledge in related areas to successfully complete tasks assigned
• • Ability to effectively manage competing deadlines for projects often in a high-pressure work environment, with varying degrees of supervision
• • Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills
• • Alignment of personal goals with Aeris' mission and the field of impact investing
• No extraordinary physical requirements beyond ability to travel (5%). ADA/EOE

Benefits

• Collaborative team environment
• Opportunity to learn new skills, content, and ideas
• A great foundation for other opportunities in the company and the community development finance industry