Associate, Portfolios

Boston Area, 3 days a week in our West Newton, MA office with flexibility as needed

Posted 2 months ago

Do you want to enable leading financial and philanthropic institutions to invest more capital into low-income communities and protect the planet?

We are seeking an associate to join our Client Team to build, manage, and deliver impact investment portfolios to our client base across leading wealth management institutions: financial advisors, donor advised fund providers, family offices, and foundations.

Cap Shift is a mission-driven growth company working at the intersection of finance and impact to unlock trillions of dollars for impact investments. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our mission is to help mobilize trillions of investment dollars to funds and social enterprises tackling major social and environmental challenges.

Portfolio Construction and Management

• Help build impact investment portfolios, leveraging Cap Shift platform of impact investment opportunities and portfolio mandates to develop portfolio recommendations for clients
• Evaluate portfolios against mandate and recommend updates to portfolios when appropriate
• Process development, documentation, and integration of portfolio construction and management with other Cap Shift systems
• Performance reporting
• Support investment implementation in partnership with Operations Team

Client Engagement

• Support client communications, account opening, reporting, and meeting preparation
• Develop and produce client-facing deliverables
• Grow into leading client relationships
• Establish and monitor metrics of success across client relationships
• Institutionalize client best practices across various Cap Shift team members working with clients

• 0-3 years of relevant work experience
• Exposure or experience with wealth management, investment finance, or impact investing
• Exposure or experience with private investments and public investments
• Familiarity with portfolio construction considerations and processes
• Strong project management skills and an ability to critically review and prioritize projects
• Proactive, collaborative, thoughtful, self-motivated, detail-oriented, organized, and able to effectively communicate across multiple business units and stakeholders
• Eager to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
• Experience with Salesforce CRM desired
• Preference for demonstrated familiarity on topics of impact investing and/or philanthropy
• Alignment with Cap Shift’s vision of systems change through mobilizing large amounts of capital into authentic impact investments across the Sustainable Development Goals

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant using the webform below.

Cap Shift offers competitive compensation along with an opportunity for employees to receive equity in the company.

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Cap Shift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.