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Credit Analyst, Associate Financial Services 


Opportunity Finance Network (OFN) is looking for a talented and mission-driven Credit Analyst to support senior Financial Services staff in the underwriting and portfolio management of OFN’s investments. Responsibilities include financial statement analysis, qualitative and written analysis, monitoring debt investments, portfolio analysis, and relationship management. This is a great opportunity for those interested in impact investing and lending where it counts.

OFN is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of our mission to align capital with social, economic, and political justice, OFN supports its 360+ member CDFIs with money, strength, and voice to drive transformational change in underserved rural, urban, and Native communities nationwide. We help money flow to people and places where traditional finance doesn’t reach. As a financial intermediary, OFN secures private capital for CDFIs through strategic partnerships with numerous partners.

To learn more, visit

People who work at OFN come from a variety of professional and academic backgrounds. If you have:

  • Passion for the mission and true believer in our core purpose.

  • Courage to be a fearless advocate who is confident and resilient in our fight to drive capital into low-income communities.

  • Smart, quick seekers of knowledge who thrive on creating and developing new strategies, products, and programs for increasing capital to communities we serve.

  • Desire to be a collaborative team player who possesses humility and a willingness to lean in all areas of our work.

Come be a part of our growing diverse, highly committed, skilled, and collaborative staff.

This position is based in Washington, D.C. All staff currently work a hybrid schedule.

Core Responsibilities

  • Assist Financial Services team in loan underwritings, including financial and qualitative analyses, written analysis, and other tasks as required by senior staff.

  • With support from senior staff, perform annual credit reviews of borrowers.

  • Spread borrowers’ financial statements into OFN statement template.

  • Manage loan covenant compliance, including financial statement collection, performing quarterly covenant compliance checks, and following up with borrowers in the case of covenant violations.

  • Communicate to Financial Services Team status of receipt of quarterly financial statements, quarterly compliance checks and reporting, financial spreads, and scheduling of annual reviews.

  • Analyze portfolio trends and identify portfolio vulnerabilities by interpreting data on payment trends, borrower financial ratios, pricing, economic influences, and other factors affecting the portfolio.

  • Prepare investment committee packages and follow-up with committee members needs/requests for information as well as take meeting minutes.

  • Provide quality customer service at all points of contact with OFN borrowers and prospects as well as answer questions and advise customers regarding loans and transactions with OFN borrowers and prospects.

  • Confer with CDFIs and other business representatives to exchange credit information as needed as well as conduct research for new programs or project developments.

Position Requirements


  • Bachelor’s Degree or 5-7 years of work experience in lieu of a degree.

  • Bachelor’s degree must be from a program in business, economics, public policy, or related area of study. Completion of courses in accounting or financial statement analysis or 1+ year of direct work experience in accounting or financial statement analysis required. Work experience may be a part of an internship program.

  • Experience or volunteer work in nonprofit or small office environment a plus.

  • Superior written and verbal communication skills required with emphasis on clarity, conciseness, and relevance.

  • Superior interpersonal skills and ability to work constructively with diverse constituents is required.

  • Strong organizational skills and ability to manage multiple tasks under moderate supervision in an effective and efficient manner required.

  • Ability to work independently or in a team environment as required.

  • Knowledge of MS Excel and basic financial modeling skills.

  • Experience with Salesforce is a plus.

  • Digital literacy and ability to navigate workplace technology.

  • Job involves normal physical requirements for an office position.

  • Some travel required (10% of time)


EOE/V/D/AA Compliant


Supervisor: Sr. Investment Officer FLSA Status: Exempt


TO APPLY: submit cover letter and resume to: 

Full-Time/Part-Time Full-Time  
Salary Range  
Exempt/Non-Exempt Exempt  
Location Washington D.C.  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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