About Chicago Beyond
Chicago Beyond is a
national philanthropic organization that addresses systemic inequity by backing
solutions led by those closest to the issues. Since our inception in 2016,
Chicago Beyond has invested more than $65 million in catalytic funding in over 250
individuals and community organizations while leading national systems change
initiatives. Because there is no single barrier to equity, Chicago
Beyond engages in opportunities across philanthropy, justice, health, and
beyond.
We address systemic
inequity in three ways:
- Investments: We make
catalytic investments to increase the impact of solutions led by those closest
to the issues.
- National
Initiatives: We lead national initiatives in partnership with change makers to
challenge and reshape the status quo.
- Insights: We provide
insights to disrupt and reimagine “systems as usual” and share learnings on
equitable funding, practices, and policies.
About Chicago
Beyond’s Partners
Through flexible
funding, strategic support, and an equitable approach, Chicago Beyond’s
partners are strongly positioned to provide high-quality services to their
communities and reshape systemic structures to improve lives.
Our investment
partnerships include:
- Multiyear Investment
Partners: Through multimillion-dollar, flexible grants and partnership support,
we work to increase the impact of solutions led by those closest to the issues.
- Rapid Response Fund:
This fund quickly delivers unrestricted grants to organizations and individuals
with solutions for their own communities across the country. Our investments
strengthen partners’ wide-ranging work.
- Leader in Residence:
The Leader in Residence program offers funding and support to selected leaders,
empowering them to develop innovative, transformative ideas that create
meaningful impacts in targeted communities.
Chicago Beyond was founded by Liz Dozier, a nationally renowned former educator and high school principal. Chicago Beyond’s innovative and impactful work has been featured on both the local and national level from the Chicago Tribune to the Clinton Global Initiative to Aspen Ideas Festival and Stanford Social Innovation Review. For more information on Chicago Beyond, please visit chicagobeyond.org.
Position Details
The Director of Investments & Strategy is a senior leader responsible for shaping and executing Chicago Beyond’s investment strategy, leading the full investment lifecycle, driving organizational strategy in partnership with senior leaders, and ensuring that learning from our partners meaningfully informs our work. The role integrates investment strategy, impact measurement, and ongoing learning to ensure that Chicago Beyond deploys resources in ways that elevate new possibilities, challenge conditions holding systemic inequities in place, and generate actionable insights for the field.
Reporting to the
Chief Strategy Officer, the Director will lead the Investments team, steward
the investments process from sourcing to contracting and partnership
management, and ensure that our work is aligned with our mission, values, and
long-term goals. In addition to what is outlined below, you will be responsible
for other duties as assigned to support the goals and objectives of the
organization.
Key
Responsibilities:
- Identifying &
Translating Trends into Investment Strategy: Evaluate ecosystem trends and
partner learnings to identify emerging patterns, insights, and high-leverage
opportunities for impact. Lead Chicago Beyond’s investment strategy, ensuring
alignment with mission, values, systemic opportunities, and organizational
priorities. Develop and refine investment theses that articulate the problem,
systemic levers for change, and the potential models that can drive
change.
- Learning &
Insight Capture: Ensure the consistent capture of learnings from diligence,
partner conversations, and field experiences. Build structures (templates,
trackers, debriefs, reflection routines) that surface insights early and
reliably before they become obvious to the field. Lead the organization in
identifying how these insights can shift practices in the field. Redesign
approaches to partner learning conversations that unlock new ideas, strengthen
outcomes, and generate insights that drive systems change, future external
insights products, and our voice in the field. Develop approaches for internal
learning conversations that translate insights into strategic shifts and
organizational priorities.
- Organizational
Strategy & Strategic Initiatives: Partner with the Chief Strategy Officer
to lead organizational strategic planning, ensuring strategy remains adaptive
and informed by partners, ecosystem shifts, and internal reflection. Lead major
strategic initiatives from concept to execution, managing cross-functional
timelines, resources, and deliverables. Identify emerging opportunities, risks,
and areas requiring strategic shifts and advise senior leadership on
recommended next steps. Work with Communications and leadership to translate
investment insights into compelling strategic narratives for the field.
- Investment Process:
Lead the Investment’s team sourcing and due diligence process. Ensure diligence
processes are rigorous, timely, equitable, and anchored in Chicago Beyond’s
values. Oversee development of investment proposals and materials for decision-making,
ensuring they reflect clear logic & structure, systemic framing, and
alignment with Chicago Beyond’s goals. Facilitate cross-team collaboration to
integrate insights, contextual analysis, and trends into investment
recommendations. Oversee the contracting process and establish strong processes
for contract management, timelines, deliverables, and disbursement.
Continuously improve the investments process and approach.
- Investment
Partnership Management: Oversee partnership management across the full
portfolio, ensuring investment partners have a high-quality, trust-based
experience. Identify, track, and surface patterns, risks, opportunities, and
strategic adjustments. Define and steward partnership models, expectations,
engagement rhythms, and learning structures. Manage relationships with Fellows
and Leader in Residence partners.
- Impact: Lead Chicago Beyond’s qualitative and quantitative impact
measurement approach across investments and key bodies of work. Define KPIs,
impact frameworks, and approach for data collection & capture. Develop and
optimize dashboards, tracking tools, and evaluation systems that synthesize
qualitative, quantitative, and contextual data. Develop methods to identify
signals of systemic change. Produce memos, insights briefs, and leadership
updates that inform decisions and shape field influence.
- Systems & Tools:
Own and improve systems that support investment processes, impact tracking, and
strategic execution (e.g., CRM, trackers, dashboards). Ensure documentation,
data, and learning are organized, accessible, and high quality. Lead continuous
improvement of tools and processes that strengthen decision-making,
coordination, and organizational learning.
- Team Leadership
& Management: Lead and develop the Investments team, providing clear
direction, coaching, development, and accountability. Foster a culture of
curiosity, collaboration, equity, trust, and excellence. Ensure team members
are supported, aligned, and empowered to execute effectively.
- Stakeholder
Engagement & Field Leadership: Cultivate relationships with proximate
leaders, funders, community partners, and experts to strengthen strategy and
ecosystem context. Support Chicago Beyond’s field influence by ensuring
patterns and learnings are surfaced for future insights and communications
work.
Qualifications:
- Exceptional judgment
and pattern recognition in complex ecosystems with the ability to see
connections, identify underlying dynamics and leverage points, and synthesize
information to guide strategic choices
- Demonstrated
experience leading investment strategy, due diligence, partnerships, or complex
strategic initiatives.
- Strong analytical
and systems-thinking skills, with the ability to synthesize qualitative,
quantitative, contextual, and narrative evidence.
- Strong strategic
planning and project management skills, with the ability to set clear goals,
develop actionable plans, and drive results.
- Demonstrated ability
to develop KPIs, dashboards, measurement frameworks, and reporting mechanisms
that drive insight and decision making.
- Exceptional
communication and storytelling skills with the ability to translate complex
ideas into compelling, structured narratives.
- Strong collaborator
with the ability to translate strategy into actionable plans and deliver
measurable results.
- Excellent
leadership, management, and interpersonal skills, with experience building
strong internal culture and high-performing teams.
- Strong strategic
thinker who can connect the dots across issue areas, organizations, and
ecosystem conditions.
- Highly organized and
detail-oriented with the ability to manage multiple priorities in a fast-paced
environment.
Working at Chicago
Beyond
Our values guide our
work.
- Always Equitable – People in our communities face unimaginable obstacles to achieving their fullest human potential. So, we must fight for equity, not equality.
- Incessantly Urgent – The simple fact is that lives are literally at stake right now. The unacceptability of the situation requires our relentless bias to action in order to accelerate our impact.
- Endlessly Creative – To dramatically impact the lives of our youth and communities, we must employ imagination to augment or replace the usual, typical, and predictable.
- Stubbornly Audacious – Entrenched challenges require disruptive ideas boldly applied. We must be unafraid to embrace risks.
- Uncompromising
Integrity – How we achieve our mission is equally as important as our mission. We must do right by our youth, our communities, our partners, our teammates and ourselves.
Benefits
The
salary range for this role is $125,000 - $150,000. Chicago Beyond provides a
comprehensive benefits package, including competitive medical, dental, and
vision plans, a matching 401(k) program, and generous paid time off.
Chicago Beyond is an
equal opportunity employer and strongly encourages applications from people of
color, persons with disabilities, LGBTQ+, and other underrepresented
applicants.