Investment Strategist

Investment Strategist

Department: Impact Assets Capital Partners

Employment Type: Full Time

Location: Remote

Reporting To: Managing Director, Investment Strategy

Impact Assets Capital Partners is a SEC registered investment adviser that is owned by Impact Assets Inc., a $5B nonprofit impact investing leader founded in 2010. Over the years, Impact Assets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world’s greatest challenges. Impact Assets Capital Partners was created in 2022 to bring the Impact Assets platform and customized investment services to institutional investors.

Impact Assets Capital Partners provides institutional clients with investment advice for public and 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.

Impact Assets 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 Impact Assets 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 Investment Strategist is responsible for leading client engagement for key clients throughout the arc of the relationship, from closing prospects to quarterbacking the ongoing client touchpoints. The Investment Strategist will bring public and private market fluency and expertise to contextualize investment performance, translate market dynamics, and guide sophisticated clients toward greater activation of their impact investing goals. This is not a research or due diligence role.

It is a client-facing strategist role requiring the judgment and expertise to build investment portfolios and deliver services that are right for each client.

The position is full time and reports to the Managing Director, Investment Strategy. 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 travel 2-3x per year is required. This is a US-based role, time zone requirements are flexible across US mainland time zones.

• Serve as a primary day‑to‑day contact for an assigned group of clients (family offices, foundations, and corporates), ensuring timely responses, clear next steps, and consistently high service standards.
• Work with the MD of Investment Strategy, DCIO and the broader Investments Team to design appropriate impact and investment strategies for Custom Portfolio clients, typically foundations, large family offices and corporations.
• Work with Custom Portfolio clients to articulate portfolio goals and objectives, design an impact investing strategy, coordinate the portfolio implementation work, and design/implement bespoke impact and investment reporting.
• Partner with clients to draft and finalize their Investment Policy Statement (IPS), translating client goals, constraints, and impact priorities into clear investment guidelines and mandate language.
• Build and…