Client and Investor Relations, ImpactAssets Capital Partners

Department: ImpactAssets Capital Partners

Employment Type: Full Time

Location: Remote

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.  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 Principal, Client and Investor Relations will play a vital role in managing and enhancing relationships with clients at ImpactAssets Capital Partners, a nearly $2B impact investing Investment Advisory firm serving corporations, foundations and family offices with impact investing for any type of capital. This position is essential in ensuring clients are well-informed about their investments and the social and environmental impacts achieved. The Principal Investment Client Relations will support the development and execution of client-focused strategies, fostering transparent and effective communication with all stakeholders. This role offers a dynamic opportunity for a motivated professional to contribute to the client investment relations strategy of a leading impact investment advisory firm. The ideal candidate will have a solid understanding of financial markets, private and alternative investments, excellent communication skills, and a passion for effective client engagement and impact investing.
The position is full time and reports to the Managing Director of Investments. Our team offers a flexible work environment, operating primarily in a remote environment, but coming together periodically throughout the year for in person meetings and offsites so periodic travel is required.  Team members must be US-based. 

Key Responsibilities

Impact Investment Content Management and Generation·       Develop a strategy for keeping investors up to date on ImpactAssets Investment Platform fund managers. Work with the Marketing team to plan any webinars or investor meetings in support of that strategy.·       Engage with partners across the organization to represent the client’s point of view for performance reporting, impact reporting and custom portfolio reports as well as marketing materials and fact sheets for new additions to the Investment Platform. 
·       Monitor, analyze and generate narrative on select investment and portfolio performance, market trends, impact investment developments.·       Assist in preparing and presenting detailed financial reports, impact assessments, and client presentations including investment performance narrative.·       Help manage the flow of information between ImpactAssets Capital Partners and its respective clients, including but not limited to ensuring access to investor reports from fund managers and companies. ·       Collaborate with the finance, legal, and impact measurement teams to ensure consistent and accurate messaging. Client Relationship Management·       Support the development and implementation of investment client relations strategies tailored to the unique needs of impact investors. ·       Serve as a primary resource for clients in providing timely and accurate information regarding their investments and impact outcomes. ·       Assist in responding to inquiries from clients, providing prompt and thorough responses. ·       Coordinate logistics for client meetings, conferences, and impact-focused events, as necessary.·       Draft and distribute regular updates, reports, and other communi