United States onlySenior Associate, Portfolio Management and Monitoring
Department: ImpactAssets Capital Partners
Employment Type: Full Time
Location: Remote
Reporting To: Siobhan King
Description
ABOUT IMPACTASSETS CAPITAL PARTNERSImpactAssets 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
- Review and analyze investee reporting for impact and financial performance
- Develop quarterly and annual investment assessments
- Prepare PowerPoint presentations for Client meetings
- 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
- 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.
