Investment Analyst – Closed Loop Fund

We are seeking an Investment Analyst to support the senior investment team in the sourcing, due diligence and execution of investment transactions. We are looking for a candidate who is interested in the areas of recycling, commodities and or product design. The key requirements include a solid understanding of accounting and financial analysis, the ability to work effectively as part of a small team, and an interest in the aims of social and environmental enterprise.

Broad Remit:

  • To assist the senior investment management team in the appraisal and execution of investment opportunities
  • Appraisal of the commercial and financial viability of organizations and their ability to afford to take on investment
  • Evaluation of the environmental impact of organizations and investments
  • Maintaining relationships with portfolio companies and monitoring their environmental and
  • financial performance

Specific Responsibilities:

  • Undertake initial screening of inquiries and assessment of applications for investment
  • Assist investment managers with commercial and financial due diligence, performing market research and financial analysis, including review of historic and prospective financial information
  • Contribute to the drafting of investment papers for review by investment managers before submission to Advisory and Investment Committees
  • Undertake environmental performance assessments of existing and prospective borrowers/investments
  • Assist in preparation of legal documentation and contracts required to complete investments
  • Support all aspects of investment portfolio management, monitoring the environmental and
  • financial performance of existing investments, reviewing management information and compliance with covenants, and providing support
  • Undertake targeted research and marketing efforts to support the development of a pipeline of new investment business opportunities


  • 4+ years in accounting, investment banking, or management consulting
  • Bachelor’s degree in finance or accounting
  • Committed to the values and objectives of the Closed Loop Fund
  • Keen interest in social finance and the development of the social and environmental enterprise sector
  • Ability to understand and evaluate company financial statements and accounts; strong financial analysis skills
  • Proficiency in Microsoft Office suite, including financial modelling in Excel
  • Excellent written and interpersonal communication skills; ability to relate to a wide and diverse range of individuals and organizations
  • Energetic and enthusiastic individual with the ability to work on their own initiative with minimal supervision
  • Willingness to travel

Please submit resume to Alicia Mandelkow at [email protected]

Closed Loop Partners is an investment firm focused on the circular economy. Closed Loop Fund is the project finance arm of Closed Loop Partners.

Closed Loop Fund is a project finance fund created by the world’s largest retailer and consumer goods companies to invest in building comprehensive infrastructure to increase the recycling of products and packaging in the US. Closed Loop Fund investors include 3M, Coca-Cola, Colgate-Palmolive, Dr. Pepper Snapple Group, Johnson & Johnson Family of Consumer Companies, Keurig Green Mountain, Nestle Waters North America, PepsiCo and the PepsiCo Foundation, Procter & Gamble, Unilever and the Walmart Foundation.