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Impact Investing Portfolio Management Vice President

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted 9 days ago

No clicks

**Impact Investing Portfolio Management Vice President** Manage a $500M impact investing portfolio, focusing on tech-driven start-ups addressing societal challenges. Key responsibilities include portfolio management, investment analysis, and stakeholder engagement. Required: 2+ years in PE/VC investing, finance acumen, and strong communication skills.

Compensation
$107,120 – $160,680 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Impact Investing Portfolio Management Vice President

Apply (opens in new window)
Save

Job Req Id:

26989654

Location(s):

Charlotte, North Carolina, United States

Job Type:

Hybrid

Posted:

Aug. 28, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

We are seeking a Vice President to jointhe Citi Impact Fund team in a portfolio management roleThe $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 challengesCiti 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 teamas well as cross-functional partners in Operations and Financeonportfolio management activities including impact measurement and management, portfolio financial management, individual portfolio company key events, follow-on investments, portfolio reporting and strategic projectsIn 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 thefield as a whole.

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

  • Climate resilience:Solutions for climate transition,mitigationand adaptation to protect our natural and built environments from the harmful effects of climate change, which disproportionatelyimpactunderserved communities

  • Financial resilienceSolutions that provide underserved communities with opportunities to create,manageand build financial resilience and wellness

  • Social infrastructure:  Solutions that expand access to essential services including housing,healthcareand 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,monitoringcompany performance, tracking financial and impact results,and preparinginternal quarterly portfolio reviews and other analyses

  • Support follow-on investment opportunities, including diligence, approvals,executionand structuring

  • Support the funds quarterly portfolio review processes for both the direct and fund (LP) investment portfolios, including deck creation,metricsand performanceanalysis

  • Support the Funds impact measurement and management processes and development of the annual impact report

  • Support value creation, post-investmentsupportand cross-functional collaborationprojects,bothinternaland 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 functionsas well as regulatory requirements

Qualifications:

  • Commitment to the Citi Impact Funds mission and desire to innovate in impact investing

  • 2+ years of experience in private equity / venture capital investingand/or portfolio management; total of4-5+ years of experience in relevant role (investment banking, strategy consulting, corporate finance,or direct business experience in one of the funds investment verticals)

  • Strong preference forinvesting or portfolio managementexperience in at least one of Citi Impact Funds key verticals; specific experience or interest in impact investing strongly preferred

  • Candidate must have strongunderstanding offinance and investment acumen including an ability to develop and manage complexanalysis,conduct rigorous primary market and industry diligence, prepare valuationanalysisand synthesize in written investmentand portfolio reportingmaterials

  • Strong communicationand relationship management skillsas well as an entrepreneurial spirit

  • Attention to detail and desire to deliverhigh qualitywork 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 senseof urgency in driving projects to completion and ability to prioritize assignments and work in a fast-paced environment

Education:

  • Bachelors degree required, preferably in technical/analytical discipline

------------------------------------------------------

Job Family Group:

Communications and External Relations

------------------------------------------------------

Job Family:

Community Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

NC-CHARLOTTE (BALLANTYNE)

------------------------------------------------------

Primary Location Full Time Salary Range:

$107,120.00 - $160,680.00


In addition to salary, Citis 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.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

Sep 27, 2026

------------------------------------------------------

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 (opens in new window)

------------------------------------------------------

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save

Impact Investing Portfolio Management Vice President

Compensation

$107,120 – $160,680 USD

City: New York City

Country: United States

Citi logo
Bulge Bracket Investment Banks

9 days ago

No clicks

at Citi

ExperiencedNo visa sponsorship

**Impact Investing Portfolio Management Vice President** Manage a $500M impact investing portfolio, focusing on tech-driven start-ups addressing societal challenges. Key responsibilities include portfolio management, investment analysis, and stakeholder engagement. Required: 2+ years in PE/VC investing, finance acumen, and strong communication skills.

Full Job Description

Impact Investing Portfolio Management Vice President

Apply (opens in new window)
Save

Job Req Id:

26989654

Location(s):

Charlotte, North Carolina, United States

Job Type:

Hybrid

Posted:

Aug. 28, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

We are seeking a Vice President to jointhe Citi Impact Fund team in a portfolio management roleThe $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 challengesCiti 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 teamas well as cross-functional partners in Operations and Financeonportfolio management activities including impact measurement and management, portfolio financial management, individual portfolio company key events, follow-on investments, portfolio reporting and strategic projectsIn 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 thefield as a whole.

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

  • Climate resilience:Solutions for climate transition,mitigationand adaptation to protect our natural and built environments from the harmful effects of climate change, which disproportionatelyimpactunderserved communities

  • Financial resilienceSolutions that provide underserved communities with opportunities to create,manageand build financial resilience and wellness

  • Social infrastructure:  Solutions that expand access to essential services including housing,healthcareand 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,monitoringcompany performance, tracking financial and impact results,and preparinginternal quarterly portfolio reviews and other analyses

  • Support follow-on investment opportunities, including diligence, approvals,executionand structuring

  • Support the funds quarterly portfolio review processes for both the direct and fund (LP) investment portfolios, including deck creation,metricsand performanceanalysis

  • Support the Funds impact measurement and management processes and development of the annual impact report

  • Support value creation, post-investmentsupportand cross-functional collaborationprojects,bothinternaland 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 functionsas well as regulatory requirements

Qualifications:

  • Commitment to the Citi Impact Funds mission and desire to innovate in impact investing

  • 2+ years of experience in private equity / venture capital investingand/or portfolio management; total of4-5+ years of experience in relevant role (investment banking, strategy consulting, corporate finance,or direct business experience in one of the funds investment verticals)

  • Strong preference forinvesting or portfolio managementexperience in at least one of Citi Impact Funds key verticals; specific experience or interest in impact investing strongly preferred

  • Candidate must have strongunderstanding offinance and investment acumen including an ability to develop and manage complexanalysis,conduct rigorous primary market and industry diligence, prepare valuationanalysisand synthesize in written investmentand portfolio reportingmaterials

  • Strong communicationand relationship management skillsas well as an entrepreneurial spirit

  • Attention to detail and desire to deliverhigh qualitywork 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 senseof urgency in driving projects to completion and ability to prioritize assignments and work in a fast-paced environment

Education:

  • Bachelors degree required, preferably in technical/analytical discipline

------------------------------------------------------

Job Family Group:

Communications and External Relations

------------------------------------------------------

Job Family:

Community Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

NC-CHARLOTTE (BALLANTYNE)

------------------------------------------------------

Primary Location Full Time Salary Range:

$107,120.00 - $160,680.00


In addition to salary, Citis 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.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

Sep 27, 2026

------------------------------------------------------

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 (opens in new window)

------------------------------------------------------

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save