Data Intern, ADTx

About Accion

Accion is a global nonprofit on a mission to create a fair and inclusive economy where underserved people have quality financial choices and opportunities to improve their economic wellbeing. We are the leading early-stage investor in fintech for inclusion and experts in digital transformation with decades of experience harnessing the capital markets to deliver cheaper, more accessible, and customer-friendly solutions for the 1.8 billion people left out of, or poorly served by, the financial sector. For more than 60 years, Accion has helped tens of millions of people through our work with more than 200 partners in 63 countries. More at http://www.accion.org

About Accion Impact Management

Accion Impact Management (AIM) is a new initiative of Accion that houses Accions new sponsored investment vehicles ("Funds") focused on microfinance, fintech and financial inclusion more broadly. AIM is 100% subsidiary of Accion. AIM will work closely with Accion's digital advisory services group, Global Advisory Solutions, and Accion's regional teams to provide strategic and operational support to our portfolio companies, with the goal of developing commercially sustainable businesses that realize social and financial returns.

Position Summary

The Data Intern will be an integral part of the team and will be responsible for developing ADTx's deal & investment management software, DealCloud & Cobalt, which will allow the team to track financial and impact information on a company-by-company basis as the team's portfolio expands. The role will be highly analytical, spanning from portfolio management and engagement, to emerging market analysis, all with a focus on financial inclusion.

The targeted timing for this role is early/mid-June to mid/late-August 2023. The person will be based out of our Washington, D.C. office. Duration: 10 weeks, working approximately 35 hours per week.

Position Responsibilities

In partnership with our Operations team, leverage COBALT, our financial reporting platform, to analyze the performance prospective and portfolio companies.
• Leverage DealCloud, our deal flow management platform to manage, report the pipeline as well as support the integration of DealCloud & COBALT.
• Standardize reporting metrics and templates across ADTx investments to ensure continuity across the portfolio
• Work with ESG manager of the fund to create a reporting framework & tool to guide the portfolio companies through ESG obligations and requirements.
• Develop various dashboard and reporting template for data gathering and analysis from portfolio companies.
• Developing tools & framework for various reporting obligations to various investors.
• Work with Operations team & Investment team to contribute to Accion's impact measurement work through market practice research and data collection and analysis.
• Participate in the investment process with a variety of financial analytics, including the analysis of financial statements, financial projections and valuation of equity and debt transactions.
• Respond to data requests from the fund's limited partners (LPs).

Position Qualifications

• Candidate for MBA or MA in Finance / Economics, or related degree program
• Strong Excel skills in connection to financial projections & valuation analysis
• 2+ years of related work experience (preferably in impact investing and/or private equity)
• Proficiency with MS Office
• Demonstrated communication skills, including excellent oral and written English language skills and ability to communicate ideas effectively
• Cultural awareness and ability to interact effectively with colleagues from diverse backgrounds and multi-cultural environments
• Demonstrated ability to prioritize various projects and work with little supervision
• Proficiency in Spanish desired, or in another language relevant to Accion's work (French, Portuguese, etc.)
• Interested in our mission and working with global teams
• Willingness to embody our values of excellence, respect and passion for social change.