1. Investor Relationship Management
• Serve as the senior relationship owner for IIX's WLB bondholders and prospective Orange Climate Fund LPs - maintaining proactive, high-trust engagement across the full instrument lifecycle
• Design and own the investor relationship architecture: preferences register, reporting cadences, key contact mapping, covenant communication protocols, and relationship risk tracking
• Manage investor queries, annual reviews, and due diligence processes with authority and accuracy; coordinate legal, finance, and investment teams as needed
• Lead investor onboarding for the proposed Orange Climate Fund - building protocols from pre-first close through deployment that set a professional standard for each incoming LP
• Proactively surface re-up interest, co-investment appetite, and relationship risks to the Senior Director, Sustainable Finance and fundraising leadership, translating LP signals into actionable intelligence
2. Investor Reporting & Communications
• Own and produce all periodic investor reporting across IIX's active programs: financial performance, portfolio updates, impact metrics, ESG data, use-of-proceeds, and regulatory disclosures
• For the Orange Climate Fund, architect the full investor reporting framework from the ground up - capital account communications, NAV formats, impact dashboards, and LP portal standards - in close collaboration with finance and investment teams
• Translate complex financial and impact data into polished, compelling investor communications that synthesize gender equity metrics, climate outcomes, and SDG alignment for technically diverse LP audiences
• Maintain and govern the investors' data room: ensure completeness, accuracy, and version control across all investor-facing documents including capital statements, impact reports, audit documentation, and filings
• Ensure all investor communications meet regulatory and fiduciary standards across all relevant jurisdictions; work closely with legal counsel on disclosure obligations
3. Fundraising Engagement & LP Pipeline
• Take an active leadership role in prospective investor engagement during the Orange Climate Fund's pre-close and first close process - owning key LP relationships and driving pipeline conversion alongside senior leadership
• Lead the preparation and continuous refinement of investor-facing materials: pitch materials, Q&A frameworks, DDQ responses, data room organisation, and bespoke investor presentations
• Own the due diligence coordination function for prospective LPs, delivering a seamless and professional experience from initial inquiry through commitment
• Maintain disciplined pipeline tracking and reporting - providing senior leadership with accurate, real-time visibility into LP pipeline status, conversion probabilities, and engagement quality
4. Sustainability & Impact Positioning
• Develop and maintain deep fluency in IIX's Orange Seal framework, Green-Orange Bond thesis, gender-lens investment strategy, and climate impact measurement methodology - applying this expertise consistently and authoritatively across all investor communications
• Monitor the evolving landscape of sustainable finance reporting standards (SFDR, TCFD, GRI, IFC Performance Standards, gender metrics) and proactively advise on implications for IIX's reporting obligations and LP expectations
• Drive continuous improvement in IIX's impact reporting standards and templates to meet the expectations of DFI, foundation, and institutional LP audiences at the highest level
• Represent IIX at targeted investor events, sustainable finance forums, and sector convenings - contributing to IIX's visibility and credibility among global impact investors
5. Investment Team Partnership & Governance
• Serve as the authoritative bridge between IIX's investment and credit team and its LP base - translating portfolio developments, credit events, and impact milestones into investor-appropriate communications with precision and speed
• Maintain real-time awareness of WLB borrower performance, covenant compliance, and portfolio risk in close collaboration with the credit team; lead material event communications to bondholders
• Partner with the investment team on the Orange Climate Fund to understand deal pipeline, portfolio construction logic, and impact thesis; translate this into investor narratives that are both accurate and compelling
• Feed LP sentiment, reporting gaps, and relationship risks back into the investment team's communication and reporting practices; ensure LP expectations actively shape how the team structures its output
• Contribute to governance processes including board-level LP reporting, investor advisory committee preparation, and regulatory filing coordination