Senior 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 

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 th