Investment Strategist

ImpactAssets; United States; Remote; USD 160,000 - 215,000; Full time

Benefits offered by this job

Virtual work stipend

Donor Advised Fund

Job summary

ImpactAssets Capital Partners is seeking an Investment Strategist to lead client engagement across the full client lifecycle, translating market dynamics into tailored investment strategies and activation plans. This role combines public and private market fluency with a focus on delivering customized portfolios and high-caliber service.

The position is full-time and remote, with periodic in-person meetings. Travel 2–3x per year is required; time zone flexibility across US mainland is supported.

Qualifications

• 10+ years of experience in impact investing, wealth management, investment management, portfolio management, or consulting.

Responsibilities

• Serve as primary day-to-day contact for an assigned group of clients; ensure timely responses and high service standards.
• Design impact and investment strategies for Custom Portfolio clients and coordinate implementation.
• Articulate portfolio goals, design an impact investing strategy, and finalize reporting.
• Draft and finalize Investment Policy Statements (IPS) translating client goals into guidelines.
• Lead engagement plans, cadence, and reporting to deliver on mandates over time.
• Ensure proposed investments fit client objectives and parameters; coordinate with MD and DCIO.
• Prepare bespoke meetings with stakeholders and lead client meetings with experts.
• Maintain CRM records and support team-level reporting; oversee custom reporting quality.
• Identify process improvements to enhance onboarding and communications.

Skills

Financial modeling

Portfolio management

Communication skills

Attention to detail

Independent work

Education

MBA or advanced degree

CFA/CAIA a plus

Tools

Excel

PowerPoint

Box

Asana

Job description

Investment Strategist

Department: ImpactAssets Capital Partners

Employment Type: Full Time

Location: Remote

Reporting To: Managing Director, Investment Strategy

Description

ABOUT IMPACTASSETS CAPITAL PARTNERS

ImpactAssets Capital Partners is a SEC registered investment adviser that is owned by ImpactAssets Inc., a $5B nonprofit impact investing leader founded in 2010. Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world’s greatest challenges. ImpactAssets Capital Partners was created in 2022 to bring the ImpactAssets platform and customized investment services to institutional investors.

ImpactAssets Capital Partners provides institutional clients with investment advice for public and private investments, such as venture capital, private equity and private debt, which are the most complex and expensive areas of investing for an organization to manage on their own. We offer strategy, sourcing, due diligence and investment advice to the stewards of large impact investment portfolios.

ImpactAssets and ImpactAssets Capital Partners together are catalyzing investment capital into mission-driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with an activated community of more than 1,800 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets Capital Partners. We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. If you dream big, have a track record for solving problems and know how to ‘get stuff done’, this is the place for you!

The Opportunity

The Investment Strategist is responsible for leading client engagement for key clients throughout the arc of the relationship, from closing prospects to quarterbacking the ongoing client touchpoints. The Investment Strategist will bring public and private market fluency and expertise to contextualize investment performance, translate market dynamics, and guide sophisticated clients toward greater activation of their impact investing goals. This is not a research or due diligence role. It is a client-facing strategist role requiring the judgment and expertise to build investment portfolios and deliver services that are right for each client.

The position is full time and reports to the Managing Director, Investment Strategy. Our team offers a flexible work environment, operating primarily in a remote environment, but coming together periodically throughout the year for in person meetings and offsites, so travel 2-3x per year is required. This is a US-based role, time zone requirements are flexible across US mainland time zones.

Key Responsibilities

Client Engagement, Investment Strategy and Portfolio Construction

• Serve as a primary day‑to‑day contact for an assigned group of clients (family offices, foundations, and corporates), ensuring timely responses, clear next steps, and consistently high service standards.
• Work with the MD of Investment Strategy, DCIO and the broader Investments Team to design appropriate impact and investment strategies for Custom Portfolio clients, typically foundations, large family offices and corporations.
• Work with Custom Portfolio clients to articulate portfolio goals and objectives, design an impact investing strategy, coordinate the portfolio implementation work, and design/implement bespoke impact and investment reporting.
• Partner with clients to draft and finalize their Investment Policy Statement (IPS), translating client goals, constraints, and impact priorities into clear investment guidelines and mandate language.
• Build and lead the engagement plan that operationalizes the IPS — sequencing implementation milestones, reporting cadence, and touchpoints needed to deliver on the mandate over time.
• Partner with MD of Investment Strategy and DCIO to ensure investments proposed to client are an appropriate fit based on stated objectives and parameters.
• Quarterback preparation for each of the bespoke periodic meetings, ensuring a high level of professionalism and client service excellence.
• Lead client meetings, calling on teammates to bring in a deep level of knowledge when needed on specific investments, impact areas, investment types.
• Maintain accurate CRM records (profiles, meeting notes, tasks, next actions) and support team‑level reporting.
• Oversee the development of any custom reporting requested by the client and work with the reporting team to ensure any non-standard reporting meets our quality standards and client expectations.
• Identify process and service improvements that enhance client onboarding efficiency, client communications, and internal handoffs.

Prospective Client Engagement

• Partner with the Business Development team during the final stages of the prospect journey, contribute to the closing process as prospective clients move toward a decision.
• Cultivate strategic relationships with key prospects and ensure a seamless transition from BD-led outreach.
• Contribute to the continual refinement of the client engagement process, particularly around the BD-to-Strategist hand-off, helping to define and improve how the firm moves prospects efficiently and effectively toward close.
• Support BD in leading prospects through the final stages of due diligence on IA Capital, ensuring meetings occur on a regular cadence, that follow-up items are addressed by the right team members, and that the data room is responsive to client questions and concerns.
• Support client onboarding from signed engagement through full activation (documentation collection, digital tools access, and portfolio/account setup) in close partnership with teammates and BD colleagues.

Skills, Knowledge and Expertise

Required Education and Experience

• 10+ years of relevant experience in impact investing, wealth management, investment management, portfolio management, or consulting
• At least 4-5 years in a direct investment role (e.g., analyst, associate, portfolio manager, or underwriter) evaluating and/or managing private markets or impact investments
• Demonstrated experience in portfolio construction, asset allocation, and manager/fund due diligence; ability to independently assess fund manager track records, investment theses, and risk/return profiles
• Demonstrated success managing sophisticated stakeholder relationships coordinating multi‑party deliverables and driving follow‑through
• MBA or similar advanced degree in finance, business, accounting, economics, or related field preferred
• CFA, CAIA, or equivalent investment credential a plus

Knowledge and Skills

• Working knowledge across multiple asset classes (public markets, private equity, private credit, real assets) preferred
• Strong financial modeling and quantitative analysis skills, including comfort evaluating IRR, MOIC, cash flow projections, and other private markets performance metrics
• Familiarity with impact measurement frameworks (e.g., IRIS+, SDGs, or similar) and ability to translate impact goals into measurable investment criteria
• Exceptional attention to detail; reliably coordinates meetings, agendas, materials, and follow‑ups across multiple concurrent client workstreams
• Excellent written and verbal communication skills
• Expert knowledge of Microsoft Word, Excel and PowerPoint. Proficiency with cloud-based collaboration tools Box and Asana preferred
• Flexibility and willingness to do what it takes in a team environment
• Ability to work independently, multi-task and prioritize competing demand

Benefits and Other Details

• 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
• Compensation ranges from $160,000 to $215,000 and is highly dependent on experience and location
• Comprehensive benefits package including full health and wellness coverage, paid parental and family leaves
• Opportunity for career development in a fast-paced, progressive organization

ImpactAssets Capital Partners is an SEC-registered investment adviser, which brings with it regulatory requirements for all of our associates. We are ‘investment revolutionaries’ who believe that intentional capital makes the biggest impact on people and planet.

ImpactAssets Capital Partners is also 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.