The Senior Associate, Investments will support investment due diligence and investment selection for global and domestic investments across all asset classes. The ideal candidate is analytical, detail oriented, and proactive with an undeniable passion for impact investing. You embrace investment best practices, and you thrive in a fast growing, entrepreneurial environment.
Duties and Responsibilities:
Under the guidance of senior investment team members:
Analyze investments across impact themes, asset classes, sectors, geographies, and structures to assess suitability for ImpactAssets’ platform, internally managed vehicles or direct client investment
Manage investment pipelines across a range of proprietary investment vehicles
Write investment memoranda to document investment due diligence and convey theses to relevant internal stakeholders
Review closing documents and assist with disbursements.
Monitor investment performance through investee reporting and develop quarterly and annual investment assessments.
Support PowerPoint presentation for Investment Committee and Client meetings.
Prepare content for on-going impact and financial reporting including portfolio details, social indicators, investment details and impact metrics.
Support the development of investment and impact strategies for IA’s offerings in climate and social
Support the selection of the ImpactAssets 50 and other projects.
Support the data integration and release of ImpactAssets’ annual Impact Report.
Knowledge and Skill Requirements:
Minimum of 5 years of directly relevant experience in private equity, private debt, or investment banking. Impact investment experience preferred.
Bachelor’s degree in finance, business, economics, or related field.
Experience supporting due diligence for private funds. Portfolio management and investment analysis experience preferred.
Knowledge of and passion for using investing as a means by which to engender social and environmental impact
Outstanding, demonstrated analytical, research and due diligence skills. Experience evaluating impact preferred.
Expert knowledge of Microsoft Word, Excel and PowerPoint, experience using think-cell preferred.
Excellent written and verbal communication skills.
Flexibility and willingness to do what it takes in a team environment.
Ability to work independently, multi-task and prioritize competing demands.
ImpactAssets Perks & Benefits:
Generous vacation and personal days policy
Competitive salary, 401(k) plan
Attractive benefits package including health and dental coverage
Opportunity for career development in a fast-paced, progressive organization
ImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives.
ImpactAssets is an unconventional 501(c)(3) on a mission to change investing. We drive a ‘for-profit’ model and innovate with ‘non-profit’ flexibility. We are ‘investment revolutionaries’ who believe that intentional capital makes the biggest impact on people and planet. We are currently 35 strong, spanning across San Francisco, New York City and Bethesda, MD. And we’re only just getting started!
As our organization is at its best when we include, celebrate and embrace difference, we welcome candidates who are committed to building and supporting a team with a variety of voices, identities, backgrounds, experiences and perspectives.