Support investment execution and post-investment management for private debt and equity impact investments. Perform data entry and integrity checks, create loan schedules and accruals, monitor portfolio payments and maturities, manage corporate actions and reporting, research distressed investments, and identify process improvements. Provide timely client-facing support and contribute to cross-functional projects in a remote, East Coast-hours role.
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 Data Entry
- Data entry, updates, and integrity protection of investments within multiple investment management systems
- Creation of loan schedules and interest accruals, entry of payments and valuations
Investment Actions
- Support swift response to all investment notifications and corporate actions via ticket management system
- Review and support execution for assigned investment actions
Portfolio Monitoring
- Monitor expected or overdue loan payments and maturity
- Monitor direct equity portfolio and subsequent priced rounds
- Conduct periodic research of potentially distressed investments to inform Portfolio Health Monitoring
Reporting
- Log and save investment reporting for internal and client access, and secure past due reporting
- Identification of positive portfolio news in reports, newsletters, and other communications, to give voice to and amplify the positive impact of our Portfolio
Client Experience and Operational Excellence
- Identify new process improvements to maintain a world-class, efficient operation
- Support cross-functional projects and process improvement opportunities
Other, as assigned/appropriate
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 (debt, equity, real assets, project finance) and investment types
- Demonstrable investment experience with private debt/equity structures and private funds a plus
- Strong analytical and data interpretation skills
- Experience with data entry and working with large datasets
- Prior experience with investment management systems a plus
- Prior experience with ticket management systems a plus
- Proven fluency in Excel
- Quick learner, with the ability to quickly parse and understand a variety of lengthy investment documents and structures
- Demonstrated focus on continuous improvement with the ability to identify and implement process improvements
- Pride in efficient processing and quick response times
- Highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently, and prioritize competing demands
- 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.
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