As part of the GIIN’s mission to accelerate the scale and effectiveness of impact investing, we publish job openings from members of the GIIN Investors’ Council and other impact investing leaders.

Financial Institutions Specialist

at Aeris Insight Inc. in Philadelphia, PA

About the Job

Aeris seeks numbers-loving Financial Institutions Specialists who will contribute to our leading-edge analysis and data collection initiatives. Successful candidates will bring a keen attention to detail, as well as a high aptitude for the analysis of financial statements. We are seeking candidates who may have less experience but are looking to grow along with our organization, as well as mature professionals interested in a second career, and who are comfortable in a fast-paced, startup-like environment.

Duties will involve interacting with Aeris-rated institutions and Aeris analysts in critical phases of the production of Aeris Rating Reports, most significantly in the preparation of data and tables for further analysis by our expert analysts. Financial Institutions Specialists will also play a key role in the operation of the Aeris’ custom-built web application enabling industry-first, real-time analytics of CDFI performance data and supporting the industry adoption and use of Standardized Impact Metrics.

Financial Institutions Specialists will be responsible for reviewing and proofing financial statements, working with reporting institutions to address any errors and omissions, spread financial statements from institutions’ internally-generated format to the Aeris industry-standard format, and prepare rating report templates.


Aeris is seeking candidates with Bachelor’s Degree in a business major, preferably with some professional experience in financial services or accounting; or other candidates with the requisite skills. Prior experience reading and understanding the financial statements of financial institutions with lending activities is preferred.

Key success measures include quality, quantity, accuracy, timeliness, and team work. These require:

  • Strong financial and analytical experience
  • Familiarity with nonprofit financial statements (preferred)
  • Strong financial, market, and qualitative analysis skills
  • Strong written and verbal communications skills
  • Ability to focus on detailed work for accuracy
  • Advanced Microsoft Excel and Word skills, knowledge of Sharepoint
  • Normal physical requirements for an office position (EOE/ADA Compliant)

To apply

To apply please email cover letter and resume to:
Search: Financial Institutions Specialist
Aeris Insight Inc.

Aeris Insight Inc.

Since 2004, Aeris has guided capital to good. We provide performance data, analysis, and ratings of both financial risk and impact management capacity. Aeris helps investors to screen, underwrite, and monitor investments that meet their risk parameters and social/environmental impact goals. Learn more at