Senior Associate, Energy Investments, ImpactAssets Capital Partners

Impactassets Inc.; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

ImpactAssets Inc. is seeking a Senior Associate for Energy Investments to support investment due diligence in a remote environment. The ideal candidate will have at least 5 years of relevant experience, particularly in private debt or project finance, and a passion for making a positive impact. Key responsibilities include analyzing investments, conducting detailed financial analysis, and supporting investment committees. Unique benefits include a virtual stipend and a comprehensive health package, along with career development opportunities.

Benefits

Virtual work stipend

Competitive total compensation including discretionary bonus

401(k) plan

Comprehensive health coverage

Qualifications

• Minimum of 5 years' experience in private debt or investment banking.
• Bachelor’s degree in finance, business, or economics.
• Experience in energy investments preferable.

Responsibilities

• Analyze energy investments across various sectors.
• Conduct financial analysis and due diligence.
• Write investment memoranda for internal stakeholders.

Skills

Analytical skills

Research skills

Communication skills

Flexibility

Teamwork

Education

Bachelor's degree in finance, business, economics or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Senior Associate, Energy Investments

Department: ImpactAssets Capital Partners

Employment Type: Full Time

Location: Remote

Reporting To: Sarah Coggins

Description

ABOUT IMPACTASSETS CAPITAL PARTNERS

ImpactAssets Capital Partners is a 100% dedicated impact investment advisory firm. We offer deep strategic expertise to help our clients define and execute on their impact goals. We partner with foundations, family offices, and other institutional clients to build and implement custom impact investing portfolios and funds.

Our parent organization, ImpactAssets, is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $3 billion in assets under management and an activated community of 1,900+ clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets and ImpactAssets Capital Partners! We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. You dream big, have a track record for solving problems and know how to ‘get stuff done’.

The Opportunity

The Senior Associate, Energy Investments supports investment due diligence and investment selection for global and domestic investments across all asset classes in the Energy Sector.

The position is full time and reports to the Director, Investments. 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 periodic travel is required.

Key Responsibilities

Under the guidance of senior investment team members:

• Analyze energy investments across impact themes, asset classes, sectors, geographies, and structures to assess suitability for ImpactAssets’ platform, internally and externally managed vehicles or direct client investment
• Conduct detailed due diligence and financial analysis including financial modeling of various investment opportunities across fund, portfolio and direct project financing transactions
• Assist in structuring transactions primarily of debt and project financing transactions
• Write investment memoranda to document investment due diligence and convey theses to relevant internal stakeholders
• Manage investment pipelines across a range of proprietary investment vehicles
• Review closing documents and assist with disbursements;
• Monitor investment performance through investee reporting and develop quarterly and annual investment assessments;
• Support PowerPoint presentation for Investment Committee and Client meetings;
• Prepare content for on-going impact and financial reporting including portfolio details, investment details and impact metrics;
• Support the selection of the ImpactAssets 50 and other projects;
• Support the data integration and release of ImpactAssets’ annual Impact Report.

Skills, Knowledge and Expertise

• Minimum of 5 years' directly relevant experience in private debt, investment banking or project finance. Impact investment experience preferred.
• Bachelor’s degree in finance, business, economics or related field.
• Background in assessing energy investments; experience assessing real assets and project finance preferred
• Experience investing directly into companies, projects or funds
• Experience with transaction structuring preferred, with a focus on private credit, private debt, and project finance
• Knowledge of and passion for using investing as a means by which to engender positive impact
• Outstanding, demonstrated analytical, research and due diligence skills. Experience evaluating impact preferred.
• Expert knowledge of Microsoft Word, Excel and PowerPoint, experience using Asana and Box preferred
• Excellent written and verbal communication skills
• Flexibility and willingness to do what it takes in a team environment
• Ability to work independently, multi-task and prioritize competing demands
• Experience working in a virtual working environment preferred

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
• 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.