[Hiring] Associate, Investment Operations @ImpactAssets

Role Description

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. This role is essential in delivering quality service to internal and external clients alike, which requires an analytical, organized, flexible and energetic self-starter.

• 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.
• Support investment data entry within multiple investment management systems.
• Create loan schedules.
• 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

• 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.
• 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.
• 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.

Requirements

• 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.
• Travel 1-2 times per year to company events will be required.

Benefits

• 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.