Credit Investments Associate

Investment Associate Location: Remote; Reports to: Director of Investments
Travel: tailored to project responsibilities
Priority Application Deadline: January 23rd, 2026
Employment Status: Full-time

Blue Forest is a conservation finance non-profit founded in 2015 that is focused on advancing ecosystem restoration through scientific research, financial innovation, and collaborative partnerships. Since 2018, Blue Forest has managed investor capital through its flagship financial product, the Forest Resilience Bond (FRB), which deploys private capital to finance forest restoration projects to reduce the risk of catastrophic wildfires.
More recently, Blue Forest established Blue Forest Asset Management (BFAM), an investment management platform connecting investors to compelling, mission-aligned private equity and private credit investment opportunities. BFAM’s first investment fund, the California Wildfire Innovation Fund, invests in emerging opportunities across the forest restoration and wildfire mitigation sectors. Building on the success of its first fund, Blue Forest now seeks to expand this impact investing model to support forest stewardship value chains more broadly.
Blue Forest is made up of an interdisciplinary team of scientists, engineers, foresters, finance, and communications professionals committed to the mission: “To accelerate ecological restoration through conservation finance, enabling climate resilience for ecosystems and communities.”

We are seeking a dynamic Investment Associate to join our Blue Forest Asset Management team. The Investment Associate will support investment transactions, portfolio management, and new fund development. This role requires relentless attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include market research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. 1) evaluating investment opportunities for BFAM, and (2) contributing to the growth of BFAM as a leading specialist investment platform.
Investment Due Diligence and Financial Modeling (50%)
Perform detailed financial analysis of investment opportunities, including building and populating accurate and dynamic financial models in Microsoft Excel
Screen potential investments and write concise analytical memos and present findings to internal audiences, primarily the Investment Committee
Plan and lead investment due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly
Coordinate Blue Forest’s impact strategy for its investments, including impact quantification efforts
Ongoing Investment Management (20%)
Contribute to investor reports and other Blue Forest collateral
Investment Product Development (20%)
Explore new private markets investment products and opportunities via market research, landscape analysis, and stakeholder engagement
Conduct fund financial modeling, prepare materials such as pitch decks and data rooms, and support investor relations for new fund development and capital raising processes
Continuously improve BFAM Investment team policies, procedures, and playbooks
Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management
Create and maintain systems, trackers, and processes for the Investment team

Minimum 2 years in investments and/or financial analysis experience, with experience in some or all of the following areas required:
Private equity, private credit, venture capital, structured finance, or project finance;
Robust financial modeling and Excel skills are a must! Preference for experience with both investment and fund modeling
ability to translate complex analysis and financial information into concise memos and presentations
Experience with investment transactions, including sourcing, due diligence, modeling, and closing
Willingness and ability to travel throughout the Western US, including in rural and hard-to-reach areas
Exposure to fixed-income investments and/or forestry and climate finance is a plus
Demonstrated interest in and commitment to environmental conservation and climate resilience

100% employer-paid health, dental, and vision coverage; Access to a 401(k) retirement plan with a 5% employer match

• 4 weeks paid vacation and 17 paid holidays; 3 months of paid family leave
• Employer-paid life and long-term disability insurance
• Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
• Monthly Home Office stipend or co-working space provided
• Dependent care costs are subsidized for business travel
• Blue Forest is a fully remote company with staff located across all four continental U.This job is remote; however, due to required travel around the Western United States, there is a preference for a candidate based in the Western US.