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Aeris Associate, Ratings Operations

Associate, Ratings Operations

Aeris is recruiting associates with a passion for social and environmental justice who are self-starters, quick-learners, collaborators, and into data and details. As an Aeris Associate, you will support our financial and impact ratings of community development loan funds (CDFIs). These financial institutions provide loans for affordable housing development and homeownership, women and minority-owned small businesses, and the development of community facilities for historically marginalized communities and underserved people. Aeris Associates work in a collaborative team environment and learn new skills, content, and ideas to help guide capital to good.

We are looking for team members who have prior experience interpreting and analyzing financial statements (preferably of lending institutions). The Associate position is designed to provide a foundation for other opportunities in the company and the community development finance industry. You will need to manage your performance against scheduled workloads, demonstrate flexibility as you work with the team in response to changing business needs and priorities. You will be collaborating closely with the Aeris team, our rating analysts, and the CDFIs we rate and collect data from.

You will
  • 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 financial and narrative report templates for Aeris Analysts.
  • Communicate with CDFIs and Aeris Analysts when clarification or additional data is needed about the materials CDFIs have submitted.
  • Lead demonstrations of the Aeris Cloud for external users.
  • Promote Aeris by participating in industry convenings/events, both virtual and in-person.
Your professional experience should include
  • Bachelor’s Degree in business, finance, or related fields;
  • 1-3 years of professional experience in financial services;
  • Demonstrated accounting experience and education;
  • Familiarity with nonprofit financial statements is a plus.
Your knowledge and skills should include
  • Strong accounting knowledge and skills, proficiency in production and analysis of lender financials, nonprofit financial reporting experience a plus.
  • Timeliness, focus on detailed work for accuracy, thoroughness, self-motivation, and initiative
  • Excellent written and verbal communication of a professional quality
  • Superior professional interpersonal skills, ability to work both independently and in teams and with diverse constituents
  • Advanced Excel and Word skills, familiarity with customer relationship management (CRM) systems desired; preferably
  • Alignment of personal goals with Aeris’ mission and the field of impact investing

No extraordinary physical requirements beyond ability to travel (5%). ADA/EOE

A Short Introduction to Aeris
Aeris is the leading expert in the financial and impact performance of community development financial institutions (CDFIs) and other private impact loan funds. These mission-driven financial institutions make loans and investments to generate deep social and environmental impact in communities. Drawing upon our in-depth knowledge, Aeris guides capital to good by providing indispensable tools and solutions to more than 200 corporate, government, and philanthropic CDFI investors and other stakeholders. Since 2004, Aeris® Ratings, analyses, and data have grown to cover more than 150 CDFIs managing more than $19 billion in loan capital.

To apply:
Applicants should send resume and cover letter as email attachment to, with subject line “Search: Associate, Ratings Operations.”