The Role
Supports investment execution and post-investment management for private debt and equity impact investments. Responsibilities include reviewing investments, ensuring regulatory and procedural compliance, coordinating document execution and fund wiring, entering transaction data, creating loan schedules, monitoring workflows, and supporting process improvements. The role requires meticulous organization, analytical judgment, client service, and collaboration across teams while managing a growing impact investment portfolio.
Summary Generated by Built In
About ImpactAssets Services
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. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. 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 $5 billion in assets under management and an activated community of 1,900+ clients.
ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.
*ImpactAssets Services is not a 501(c)(3) organization.
The Opportunity
The Associate, Investment Operations role will be a critical part of the Investment Services team, which supports investment execution and post-investment management and monitoring for private debt and equity impact investments that are recommended by our donors/clients. The Investment Services team engages with mission-driven entrepreneurs and fund managers, assesses them for investment eligibility, reviews and executes subscription/investment agreements, enters investment transactions, manages corporate actions, and monitors investment activity, reporting and valuations. This role is a part of the engine at the heart of ImpactAssets’ mission and the team that catalyzes our clients’ capital toward social and environmental progress.
The ideal Associate candidate has a service heart, a meticulous eye for detail, and is energized by being in the flow of investment activity, evaluating deal documents and thinking through the long-term effects of varied terms and structures. This role is essential in delivering quality service to internal and external clients alike, which requires an analytical, organized, flexible and energetic self-starter. This is an excellent opportunity for a high performer to gain exposure to and develop expertise in the full spectrum of impact investing players, investments, impact themes and structures. The ideal candidate has had exposure to private investments and is eager to take on the challenge of supporting the monitoring and management of a rapidly growing investment portfolio.
This role is a full-time, remote position and can be performed from anywhere in the US, with a requirement to work East Coast business hours. As a remote, people-first culture, we care deeply about our team members’ connections to one another, and as such, travel 1-2 times per year to company events will be required.
Key Responsibilities
Investment Review & Execution
- Review Client Recommended Investments across all impact themes, asset classes, sectors, geographies and structures to assess suitability for investment
- Ensure compliance with internal procedures and with regulations
- Communicate liquidity needs for client accounts cross-functionally
- Coordinate investment document execution and facilitate wiring of funds
- Utilize Pipeline Management tools to manage workflow and tasks
Investment Transactions Support
- Support investment data entry within multiple investment management systems
- Create loan schedules
Client Experience and Operational Excellence
- Support, and as appropriate, lead, critical projects, as identified and assigned
- Identify and implement new process improvement opportunities to maintain a world-class, efficient operation
- Support cross-functional initiatives to improve the experience for highly engaged impact investing clients
Qualifications
Education and Experience:
- Minimum of 3 years of experience working in accounting, finance, data science, investment operations, financial services, or investment management
- Bachelor’s degree in a related field; or equivalent combination of education and experience
Knowledge and Skill Requirements:
- Exposure to impact investing and/or private market investing across asset classes and investment types, donor advised funds, and broader financial services
- Demonstrated focus on continuous improvement and ability to identify and implement process improvements
- Energetic and organized individual: highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently and prioritize competing demands
- Resourceful in searching for responses to questions and developing solutions
- Ability to work independently and prioritize competing demands
- Prior experience with investment management system and ticket management system a plus
- Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required
- Proficiency with cloud-based collaboration tools Box and Asana preferred
- Experience working in a virtual working environment preferred
Benefits and Perks
- 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
- Base salary ranges from $75,000 - $83,000 and is highly dependent on experience and location
- Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
- Opportunities for training and career development in a fast-paced, progressive organization
- Values-driven culture
ImpactAssets is 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!
About
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.
Skills Required
- Minimum of 3 years of experience in accounting, finance, data science, investment operations, financial services, or investment management
- Bachelor's degree in a related field, or equivalent combination of education and experience
- Exposure to impact investing and/or private market investing across asset classes and investment types, donor advised funds, and broader financial services
- Continuous improvement mindset and ability to identify and implement process improvements
- Strong organizational skills, attention to detail, professional demeanor, independence, and ability to prioritize competing demands
- Resourcefulness in researching answers and developing solutions
- Proficiency with Microsoft 365 applications, including Excel, PowerPoint, Word, and Teams
- Prior experience with an investment management system and ticket management system
- Proficiency with Box and Asana cloud-based collaboration tools
- Experience working in a virtual working environment
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The Company
What We Do
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns. Our impact investment strategies, donor advised fund and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shine a spotlight on and drive capital to the field’s most promising organizations and initiatives, helping to build the field of impact investing.
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