Investment Analyst

ImpactAlpha; New York (NY); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Health and wellness benefits

Retirement benefits

Professional development opportunities

Dynamic, collaborative environment

Job summary

Capricorn Investment Group in New York is seeking an Investment Analyst for a structured two-year program spanning OCIO and the Sustainable Investors Fund (SIF). You will participate in sourcing, underwriting, and capital allocation across multiple asset classes, with broad exposure to venture capital, private equity, real assets, and public markets.

The role emphasizes rigorous financial analysis, market research, and building quantitative models to support portfolio decisions while integrating

Qualifications

• Bachelor's degree in a finance or related field required.
• Strong financial modeling and analytical capabilities.
• Experience with investment research platforms preferred.

Responsibilities

• Assist in sourcing, due diligence, and investment structuring for funds.
• Map and monitor funds across asset classes and impact verticals.
• Prepare materials for internal pipeline meetings and investment committee.
• Develop quantitative models to evaluate portfolio risks and opportunities.
• Support portfolio construction and manager allocation decisions.
• Integrate sustainability and diversity considerations into the process.

Skills

Financial modeling

Excel

Analytical skills

Investment analysis

Communication skills

Education

Bachelor's degree in Finance/Economics/Engineering/Mathematics/Data Science

Tools

Preqin

PitchBook

Bloomberg

Capital IQ

Burgiss

CRM

Job description

About Capricorn Investment Group

Capricorn Investment Group is a sustainable investment platform that has been serving families, foundations, and institutional investors for 25 years. The firm operates as a full-service Outsourced Chief Investment Officer (OCIO) building endowment-style portfolios, and through select impact investment products. With offices located in New York City and Menlo Park, California, Capricorn has grown to manage $23 billion in multi-asset class portfolios for families, foundations, and institutional investors across the world. The company’s investment philosophy is rooted in the belief that sustainable investment practices can enhance risk-adjusted returns, and that breakthrough commercial solutions to the world’s most pressing problems represent real investment opportunities. This approach integrates environmental, social, and governance considerations into the investment process while maintaining rigorous financial analysis and performance standards. Capricorn places significant emphasis on diversity and inclusive perspectives in its investment decision-making. The firm’s team reflects a wide range of backgrounds, nationalities, experiences, and viewpoints, all united by intellectual curiosity, rigor, and a commitment to excellence. The organization is committed to building a high-performing, impact-driven culture where diverse perspectives improve investment outcomes and drive meaningful change in the world.

About this Role

The Investment Analyst role supports every stage of Capricorn’s investment process across the OCIO platform and the Sustainable Investors Fund (SIF). The position encompasses portfolio analysis, sourcing, underwriting, and committing capital to external fund managers across multiple asset classes. This is a structured two-year program designed to provide comprehensive exposure to investment funds and the underwriting process across all asset classes, including Venture Capital, Private Equity, Real Assets, Public Equities, Hedge Funds, and Credit Funds. The program is intentionally structured to provide intensive professional development and broad investment exposure across the firm’s investment operations. High-performing analysts may be considered for longer‑term opportunities within Capricorn as business needs and individual career objectives align. The role focuses on OCIO and SIF mandates and does not cover the firm’s venture fund, the Technology Impact Fund.

Responsibilities

• Assist in sourcing, due diligence, and investment structuring for LP commitments into funds and GP stakes investments
• Map and monitor the landscape of funds in various asset classes and impact verticals
• Regularly update the investment pipeline database and prepare materials for internal pipeline meetings
• Prepare and present comprehensive investment recommendation documents for the investment committee detailing the investment thesis and due diligence on investment opportunities with supporting quantitative models and analysis
• Actively participate and engage in collaborative discussions on all investments recommended for inclusion into the portfolio
• Schedule quarterly calls with external fund managers in the portfolio and draft quarterly reports
• Analyze portfolio performance, exposures, risk characteristics, and asset allocation positioning
• Conduct market research and provide investment insights that support portfolio management decisions
• Build quantitative tools and financial models to evaluate portfolio risks and opportunities
• Support portfolio construction and manager allocation decisions across asset classes
• Integrate sustainability and diversity considerations into the investment process, underwriting, and engagement with fund managers
• Engage with colleagues across the firm on special projects as needed
• Be a positive contributor to the firm’s high‑performing, impact‑driven culture

Requirements

• One to three years of experience in investment banking, asset management, financial data analytics, or a top tier consulting firm
• Strong financial modeling and analytical capabilities, including proficiency in Excel
• Knowledge of finance, accounting, capital markets, portfolio theory, and investment concepts
• Outstanding written and verbal communication skills, including the ability to articulate and defend well‑reasoned opinions
• Demonstrated ability to analyze complex problems, identify central issues, and develop thoughtful recommendations with limited oversight
• Interest in sustainable investing and applying rigorous investment analysis to sustainability‑related risks and opportunities
• Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Data Science, or a related field
• Experience using investment research or market intelligence platforms such as Preqin, PitchBook, Bloomberg, Capital IQ, Burgiss, or similar systems (preferred)
• Experience maintaining CRM or investment research databases (preferred)Experience with Python, SQL, data visualization, AI‑assisted research tools, or other investment analytics platforms (preferred)
• Experience working with institutional investors, investment managers, or private market investments (preferred)

Benefits

• Base salary of $125,000
• Total compensation of $150,000 to $300,000, commensurate with experience and performance, at the firm’s discretion
• Comprehensive health and wellness benefits
• Retirement benefits
• Professional development opportunities
• Dynamic, collaborative, and entrepreneurial investment environment