Impact Investment Fund Operations Analyst (Hybrid)

Accion; Washington (District of Columbia); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance (90% employer funded)

Life and disability insurance

Retirement plans (up to 6% employer)

Paid holidays and paid time off

Job summary

Accion is seeking an Investment Fund Operations Analyst based in Washington, D.C., with a hybrid work arrangement. You will support operational, reporting, compliance, and governance activities across AIM's investment funds, coordinating inputs, maintaining data, and ensuring accuracy and transparency in a fast-paced financial environment.

The role emphasizes investor materials, board/committee support, data room maintenance, platform transitions, and leveraging AI tools to streamline workflows

Qualifications

• Two years of work experience in fund operations, investment management, or financial services.
• Bachelor's degree required, preferably in Business, Economics, Finance or related field.
• Proficiency with Office Suite, especially Excel.
• Comfort using AI tools (e.g., Claude, Copilot) to support research and drafting.
• Knowledge of financial analysis is a plus.
• Strong organizational and documentation skills.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks and priorities.
• Detail oriented and focused on continuous improvement.
• Professional demeanor and strong work ethic.
• Interest in our mission and global collaboration.

Responsibilities

• Manage AIM-level investor and portfolio reporting, including preparing investor materials and maintaining quarterly and annual reporting processes.
• Prepare and update Board Reports and Executive Committee materials.
• Support fundraising data room management (document intake, version control, access permissions).
• Support analytics platform transition by tracking milestones, coordinating stakeholders, and documenting processes.
• Support vendor administration—track invoices and contract renewals, flag issues for negotiation.
• Integrate and leverage AI tools to optimize processes, build dashboards, and identify efficiency opportunities.
• Provide ad hoc reporting and administrative support to Managing Partners as needed.

Skills

Attention to detail

Communication skills

AI tool proficiency

Multi-tasking

Organizational skills

Education

Bachelor's degree

Tools

Excel

Job description

Accion is seeking an Investment Fund Operations Analyst based in Washington, D.C., with a hybrid work arrangement. You will support operational, reporting, compliance, and governance activities across AIM's investment funds, coordinating inputs, maintaining data, and ensuring accuracy and transparency in a fast-paced financial environment.

The role emphasizes investor materials, board/committee support, data room maintenance, platform transitions, and leveraging AI tools to streamline workflows