Associate, Investment Operations

ImpactAssets • ,

8d • $75,000 - $83,000 • Remote

About The Position

The Associate, Investment Operations role will be a critical part of the Investment Services team, which supports investment execution and post-investment management and monitoring for private debt and equity impact investments that are recommended by our donors/clients. The Investment Services team engages with mission-driven entrepreneurs and fund managers, assesses them for investment eligibility, reviews and executes subscription/investment agreements, enters investment transactions, manages corporate actions, and monitors investment activity, reporting and valuations. This role is a part of the engine at the heart of ImpactAssets’ mission and the team that catalyzes our clients’ capital toward social and environmental progress.

The ideal Associate candidate has a service heart, a meticulous eye for detail, and is energized by being in the flow of investment activity, evaluating deal documents and thinking through the long-term effects of varied terms and structures. This role is essential in delivering quality service to internal and external clients alike, which requires an analytical, organized, flexible and energetic self-starter. This is an excellent opportunity for a high performer to gain exposure to and develop expertise in the full spectrum of impact investing players, investments, impact themes and structures. The ideal candidate has had exposure to private investments and is eager to take on the challenge of supporting the monitoring and management of a rapidly growing investment portfolio.

This role is a full-time, remote position and can be performed from anywhere in the US, with a requirement to work East Coast business hours. As a remote, people-first culture, we care deeply about our team members’ connections to one another, and as such, travel 1-2 times per year to company events will be required.

Requirements

• Minimum of 3 years of experience working in accounting, finance, data science, investment operations, financial services, or investment management
• Bachelor’s degree in a related field; or equivalent combination of education and experience
• Exposure to impact investing and/or private market investing across asset classes and investment types, donor advised funds, and broader financial services
• Demonstrated focus on continuous improvement and ability to identify and implement process improvements
• Energetic and organized individual: highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently and prioritize competing demands
• Resourceful in searching for responses to questions and developing solutions
• Ability to work independently and prioritize competing demands
• Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required

Nice To Haves

• Prior experience with investment management system and ticket management system a plus
• Proficiency with cloud-based collaboration tools Box and Asana preferred
• Experience working in a virtual working environment preferred

Responsibilities

• Review Client Recommended Investments across all impact themes, asset classes, sectors, geographies and structures to assess suitability for investment
• Ensure compliance with internal procedures and with regulations
• Communicate liquidity needs for client accounts cross-functionally
• Coordinate investment document execution and facilitate wiring of funds
• Utilize Pipeline Management tools to manage workflow and tasks
• Support investment data entry within multiple investment management systems
• Create loan schedules
• Support, and as appropriate, lead, critical projects, as identified and assigned
• Identify and implement new process improvement opportunities to maintain a world-class, efficient operation
• Support cross-functional initiatives to improve the experience for highly engaged impact investing clients

Benefits

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
• Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
• Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
• Opportunities for training and career development in a fast-paced, progressive organization
• Values-driven culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree