The Self-Help Investor and Community Relations Associate provides project management and support to investor relations, community engagement, and Credit Union staff working on the organization's high-dollar deposit-raising and community outreach strategies and activities. You will connect daily using various platforms with current and potential investor-depositors and community partners to provide impact reports, account management, and outreach communications. You are a relationship builder able to grow collaborative engagement with staff, investors, and partners nationwide. The Investor and Community Relations Associate will possess a significant amount of autonomy, outstanding time management, and strong cross-team collaboration.

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.

WHAT You’ll Do:

• Serve on the national Development, Policy and Impact (DPI) Team and aid in the organization’s deposit-raising and stewardship strategies.
• Provide thought partnership and project management support to investor relations, community engagement, and Credit Union branch staff with data entry, reporting and analysis, drafting marketing materials, and crafting impact reports.
• Manage and update the intranet sites for the DPI team and Community Engagement workgroup.
• Prepare proposals and reports for prospective and current depositors and investors.
• Maintain investor and community engagement records and CRM system, namely Salesforce, to capture follow-up actions on prospective investors and partners and track progress toward deposit-raising goals.
• Partner with colleagues on the Marketing and Communications team to create marketing materials and collateral for outreach.
• Coordinate outreach efforts and provide administrative support for events, meetings, and conferences.

WHAT You’ll Need:

• 3 years’ experience in administration, financial services, fundraising, data services and/or other related fields.
• Data manipulation and analysis experience.
• Proficient with MS Office Suite (Word, PowerPoint, SharePoint). Advanced/Intermediate skill level with Excel, Salesforce or other CRM experience required
• Excellent writing/editing skills.

To Apply:

Go to our Careers page to apply.

If you are interested in who we are and what we do with the strong desire to work with an organization that places a high priority on teamwork and collaboration, and are interested in working to help create economic opportunity for all, then THIS is the place for you!

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

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