Senior Associate, Investments - Climate Focus

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. 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, Investments supports investment due diligence as well as investment selection for global and domestic investments across all asset classes and impact themes, with an emphasis on climate justice.  

The ideal candidate is strategic, analytical, detail oriented and proactive, with a service heart. You have an undeniable passion for impact investing and affecting social and environmental change. You embrace investment best practices and thrive in a fast growing, entrepreneurial environment.

The position is full time and reports to a 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. 

Key Responsibilities

• Under the guidance of senior investment team members:  
  • Analyze investments across impact themes, asset classes, sectors, geographies, and structures to assess suitability for ImpactAssets’ platform, internally managed vehicles or direct client investment  
  • Manage investment pipelines across a range of proprietary investment vehicles  
  • Write investment memoranda to document investment due diligence and convey theses to relevant internal stakeholders 
• Review closing documents and assist with disbursements;  
• Monitor investment performance through investee reporting and develop quarterly and annual investment assessments;  
• Support PowerPoint presentation for Investment Committee and Client meetings;  
• Prepare content for on-going impact and financial reporting including portfolio details, social indicators, investment details and impact metrics;  
• Support the development of investment and impact strategies for IA’s offerings in climate and social justice;  
• Support the selection of the ImpactAssets 50 and other projects;  
• Support the data integration and release of ImpactAssets’ annual Impact Report.  

Skills, Knowledge and Expertise

• Minimum of 5 years' directly relevant experience in private equity, private debt, investment banking. Impact investment experience preferred 
• Bachelor’s degree in finance, business, economics or related field 
• Experience leading due diligence activities of private funds 
• Portfolio management and investment analysis experience preferred  
• Knowledge of and passion for using investing as a means by which to engender social and environmental impact  
• Outstanding, demonstrated analytical, research and due diligence skills. Experience evaluating impact 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 indepe