Portfolio and Asset Management Intern

About the Organization

The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.

We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.

Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.

Position Summary

The Portfolio and Asset Management Intern is will assist the Portfolio and Asset Management team with critical information management projects, data analysis, and process documentation. This role offers hands-on experience in financial portfolio management and will provide valuable exposure to CDFI operations.

This is a fulltime internship from 6/2/2025-8/29/2025.

JOB RESPONSIBILITIES:

·       Information System Reorganization: Help overhaul and streamline our electronic filing system to improve efficiency, including reorganizing our team's Egnyte folders containing 40+ subfolders.

·       Data Collection & Management: Extract key metrics from portfolio reviews, memos, and audits to update our Salesforce database with important rating agency data points.

·       Process Documentation: Assist in drafting and updating resource guides and process maps that reflect current team structure and workflows, including recent changes related to our Ventures transition.

·       Cross-departmental Collaboration: Work with IT on system permissions and requirements, and coordinate with Underwriting/Origination teams to understand loan transition processes.

·       Assist with other projects as assigned.

·       Working towards a Bachelor’s degree or Master's degree (or equivalent experience)

· Previous administrative or financial experience is a plus

·  Basic proficiency with Microsoft Office and/or Google suite of systems

·       Strong organizational skills and attention to detail

·       Ability to maintain confidentiality when handling sensitive financial information

·       Good written and verbal communication skills

·       Willingness to learn new software systems (Salesforce, Egnyte)

·       Self-motivated with ability to work independently after training

·       Able to work in a team atmosphere where his or her manager may not work in the same office

The salary range for this position is $18 - $20 an hour and is eligible to work remotely.

All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.

EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.