Senior Analyst, Impact - NY

Jordan Park Group; New York (NY); On-site; USD 100,000 - 110,000; Full time

Job summary

An established industry player seeks a passionate Senior Analyst to join their Impact Team in New York or San Francisco. This role is pivotal in supporting ESG integration and impact investing, requiring a blend of analytical prowess and a growth mindset. You will engage in sourcing opportunities, conducting due diligence, and preparing insightful reports that drive impactful investment decisions. Ideal candidates will possess a strong quantitative skillset, a commitment to social and environmental challenges, and the ability to collaborate across teams. This is an exciting opportunity to make a meaningful difference while developing professionally in a dynamic environment.

Benefits

Medical, dental & vision insurance

401k participation with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Annual Professional Development Stipend

Qualifications

• 2+ years of experience in ESG and/or impact investing or related fields.
• Strong analytical skills with proficiency in Excel and PowerPoint.

Responsibilities

• Support sourcing and screening of impact investing opportunities.
• Assist with financial and impact due diligence on new opportunities.

Skills

Quantitative Aptitude

Critical Thinking

Attention to Detail

Microsoft Excel

Microsoft PowerPoint

Python

Tableau

Research and Analysis

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Bachelor’s Degree in Statistics

Bachelor’s Degree in Mathematics

Bachelor’s Degree in Liberal Arts

Tools

Tableau

Microsoft Office

Job description

Senior Analyst, Impact
New York, New York (or San Francisco, California)

We are looking for an exceptional Senior Analyst based in New York or San Francisco with a strong analytical skillset, growth mindset, and passion for making a positive impact. This exciting and expansive role will provide support for our private markets impact investing vehicle and broader ESG integration activities across our investment platform.

Your Role

This multi-faceted role on the Impact Team is designed to support all the ways we deploy ESG-integrated and impact investing capital. We expect this role’s time to be allocated approximately 50% on impact investing and 50% on ESG integration; however, this percentage may vary from time to time based on project workload.

Responsibilities may include:

Impact Investing

• Support the sourcing and screening of impact investing opportunities across venture capital, private equity, and real assets funds and companies.
• Contribute to financial and impact due diligence on new opportunities and monitoring of the existing portfolio.
• Assist with preparing investment memorandums and presentations that summarize key findings from due diligence.
• Assist with the preparation of investor reporting, including quarterly performance and responding to investor inquiries.
• Support the development of industry and sub-sector specific landscaping efforts to bolster origination efforts through deep research and analysis and to inform portfolio construction and investment decisions.

ESG Integration

• Support annual ESG & DEI monitoring process across our investment platform, including development of data collection infrastructure including a data warehouse, maintenance of Tableau dashboard(s), and quantitative data analysis.
• Help develop frameworks and provide thought-partnership to evaluate ESG characteristics of opportunities across asset classes.
• Contribute to the implementation and monitoring of client ESG and impact preferences in portfolio asset allocation recommendations.
• Produce presentations and reports related to ESG integration such as client-facing overviews and internal resources.
• Contribute to the construction of annual client ESG & DEI Reports with quantitative and qualitative data across allocations.

Cross Functional Team Support

• Support in critical functions including coordinating team meeting agendas, note-taking, and knowledge management.
• Effectively communicate and collaborate with the Investment, Client Advisory, Client Service, and Investor Relations Teams, as well as other key internal partners.
• Collect and manage data on team outcomes across functions, maintain a related dashboard.
• Engage with an extensive network of industry partners to support client needs and enhance our impact platform/offering.

Requirements and Qualifications

The ideal candidate for this role demonstrates strong quantitative aptitude, intellectual curiosity, attention to detail, and critical thinking. We encourage candidates with these characteristics to apply even if they don’t have all the preferred skills. Candidates should also be early in their career and enthusiastic to lean into the full span of responsibilities expected of this position.

• Approximately 2 years of experience in ESG and/or impact investing, consulting, investment banking, private equity, development finance, nonprofit finance, economic policy, research, or other relevant fields.
• Demonstrated interest in both ESG and impact investing and passion for leveraging capital to address social and environmental challenges; familiarity with common industry ESG and impact investing frameworks desired.
• Strong skillset in Microsoft Office, namely PowerPoint and Excel; proficiency in Python and Tableau or similar programs desirable.
• Experience conducting quantitative and qualitative research and analysis, particularly with big and complex datasets.
• Basic understanding of finance and/or economics; experience with private markets investment, including financial modeling is desirable.
• Excellent written and verbal communicator, enjoy cultivating relationships with complex stakeholder groups.
• Demonstrated lifelong learner who thrives undertaking a broad variety of tasks, relishes intellectual challenges, and is comfortable with ambiguity and moving targets.
• Humility, a sense of humor, and willingness to roll up sleeves and get work done.
• A bias toward action -- entrepreneurial mindset with exceptional time management and strategic planning skills.
• Bachelor’s degree in finance, economics, statistics, mathematics, liberal arts, or related study preferred.

About You

• Have a positive attitude
• Ask good questions
• Think critically and are intellectually curious
• Are highly detail-oriented, accurate and self-motivated
• Can zoom in and zoom out – you want to see the big picture and know the details
• Excel as a project manager
• Love taking on challenges and finding creative solutions
• Don’t get flustered easily
• Can communicate effectively with a broad range of stakeholders
• Are discreet in handling sensitive and confidential information

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development Stipend