Senior Associate, Impact-First Investments

Overview

MA, Boston Area, Newton, hybrid in office / work-from-home

Posted 2 days ago

We are seeking a purpose-driven investment or nonprofit research professional to join our team and play a leading role in powering our firm’s impact-first research capabilities.

Cap Shift defines impact-first as investment or grant opportunities that prioritize impact results over the pursuit of risk-adjusted financial returns – which can include program related investments, recoverable grants, catalytic capital and other innovative structures. In this dynamic role, you’ll take a lead role across multiple areas—including impact-first sourcing, monitoring, and due diligence, as well as database management and analytics, thematic research, AI tool development, and investment and grant operations.

Your work will support a diverse set of clients, including donor advised funds where Cap Shift serves as the leading platform for recoverable grant programs, wealth advisors, family offices, and foundations, all united by a commitment to align capital with offerings that put impact first.

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

Our research team has a specialized focus on both market-rate and impact first private impact funds, which covers major themes and asset classes such as climate venture capital, affordable housing, education technology, credit to underserved business, and microfinance.

• Impact-First Sourcing: Engage with nonprofits, companies and fund managers in private markets raising impact-first capital to understand their strategy and capital needs and develop recommendations on fit for Cap Shift’s platform, including supporting nonprofits at the earliest stage of exploring impact-first capital
• Impact-First Due Diligence: Engage with nonprofits, companies and fund managers to gather information on investment and recoverable grant opportunities. Synthesize findings through Cap Shift’s due diligence framework—centered on Financial, Operational, and Impact pillars—and present recommendations internally and to clients
• Impact-First Monitoring: Take a lead role in monitoring a diverse portfolio of impact-driven nonprofit recoverable grants, private companies, and private opportunities while improving the Firm’s impact monitoring strategy and deliverables. Dive deep into impact and financial performance, risk of grant repayment, strategy shifts, leadership changes, and operational risks, crafting clear quarterly and annual reports that keep our research team and clients informed.
  
  Present out findings and recommendations both internally and externally to help drive investment and grant approved ‘buy list’, spanning diverse asset classes, sectors, and geographies. Present recommendations on coverage-gap areas to prioritize for due diligence that best meet client needs and decision making
• Database Management: Help maintain and enhance the quality and depth of our impact investment and recoverable grant database
• Letter of Intent Management: Own drafting and approvals of nonprofit Letter of Intent documentation to support recoverable grant transaction processes
• Offering Profile Development: Create and refresh profiles of mission-driven organizations hosted on Cap Shift’s platform through background research, collection of updated financials, strategic writing, and communication with key leaders at funds/non-profits
• Impact Reporting: Support collection, analysis, and presentation of impact data across investment and recoverable grant opportunities. Play a critical role in enhancing efficiency of the overall impact reporting process
• Thematic Research: Contribute to the creation of thematic thought leadership by preparing insightful analyses on impact investing sectors, trends, and asset classes
• AI Tool Development: Support…