Senior Associate, Portfolio Management and Monitoring, ImpactAssets Capital Partners

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

Job summary

A leading nonprofit investment firm is seeking a Senior Associate for Portfolio Management and Monitoring. This role involves evaluating investment performance, conducting due diligence, and preparing reports for clients. Ideal candidates will have significant experience in impact investing and strong analytical skills. Join a dynamic team dedicated to driving positive impact through investment.

Benefits

Virtual work stipend

Contribution to employee’s Donor Advised Fund

Discretionary bonus

401(k) plan

Generous time off plan

Comprehensive health coverage

Paid parental and family leaves

Qualifications

• Minimum of 5 years' experience in impact investing, private equity, or investment banking.
• Outstanding analytical and research skills, experience evaluating impact preferred.

Responsibilities

• Support evaluation of performance and quality of various portfolios.
• Monitor and evaluate performance of investment portfolios.
• Prepare PowerPoint presentations for client meetings.

Skills

Analytical

Research

Due Diligence

Communication

Teamwork

Flexibility

Education

Bachelor's degree in finance, business, economics

Master's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Addepar

Morningstar Direct

Box

Asana

Job description

Senior Associate, Portfolio Management and Monitoring

Department: ImpactAssets Capital Partners

Employment Type: Full Time

Location: Remote

Reporting To: Siobhan King

Description

ABOUT IMPACTASSETS CAPITAL PARTNERS

ImpactAssets Capital Partners is a SEC registered investment adviser that is 100% owned by ImpactAssets Inc., a $2B nonprofit impact investing leader founded in 2010. Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 800+ 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 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 Impact Assets 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 Senior Associate, Portfolio Management and Monitoring supports the evaluation of
performance and quality of ImpactAssets’ various portfolios. Additional responsibilities may include supporting investment due diligence and investment selection for global and domestic investments across all asset classes.

Key Responsibilities

In this role you will support the Direct of Portfolio Management in the following activities:

Portfolio Management functions for the ImpactAssets' Donor Advised Fund Platform:

• Monitoring and evaluating the performance of investment portfolios and supporting investment allocation recommendations across impact themes, asset classes,
  sectors, geographies and structures
• Maintaining all aspects of ImpactAssets’ Public ESG-Screened Fund Platform, including
  monitoring, due diligence and selection
• Preparation of quarterly reporting and annual assessments for investment portfolios
• Coordinating with Investment Research, Investment Operations and Impact Team
  members to execute investment transactions

Private Impact Investment Monitoring on behalf of IA Capital’s outside advisory clients:

• Review and analyze investee reporting for impact and financial performance
• Develop quarterly and annual investment assessments
• Prepare PowerPoint presentations for Client meetings

Aggregate Portfolio Reporting and Investment Data Integrity:

• Ensure investment portfolio data is immaculately maintained in investment management software systems
• Aggregate key portfolio attributes for ImpactAssets’ entire portfolio
• Generate Portfolio Health reporting for ImpactAssets’ entire portfolio
• Act as the owner of porfolio stats used in internal and external communications and collateral
• Prepare PowerPoint presentations for Investment Committee and Client meetings

Serve as back-up to the Director of Portfolio Management on Strategic Projects, including:

• Application Analysis and Selection Process for the ImpactAssets 50
• Data integration and release of ImpactAssets' annual Impact Report

Skills, Knowledge and Expertise

• Minimum of 5 years' directly relevant experience in impact investing, private equity, private debt and/or investment banking
• Bachelor's degree in finance, business, economics, or related field; Masters preferred
• Portfolio management and investment analysis experience
• Experience conducting due diligence activities of public and private funds
• 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.
• Proficiency with Addepar and Morningstar Direct preferred
• Expert knowledge of Microsoft Word, Excel and PowerPoint, experience using think-cell 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
• Proficiency with cloud-based collaboration tools Box and Asana preferred
• 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.