Associate, Investment Operations

Department: Investment Services

Employment Type: Full Time

Location: Remote

Reporting To: Senior Officer, Investment Operations

Impact Assets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, Impact Assets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, Impact Assets’ mission is to increase flows of capital to impact investing.

Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges.

The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients.

Impact Assets Services is an affiliate of Impact Assets. Impact Assets also is the parent of Impact Assets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.

* Impact Assets Services is not a 501(c)(3) organization.

The Associate, Investment Operations role will be a critical part of the Investment Services team, which supports investment execution and post-investment management and monitoring for private debt and equity impact investments that are recommended by our donors/clients. The Investment Services team engages with mission-driven entrepreneurs and fund managers, assesses them for investment eligibility, reviews and executes subscription/investment agreements, enters investment transactions, manages corporate actions, and monitors investment activity, reporting and valuations.

This role is a part of the engine at the heart of Impact Assets’ mission and the team that catalyzes our clients’ capital toward social and environmental progress.

The ideal Associate candidate has a service heart, a meticulous eye for detail, and is energized by being in the flow of investment activity, evaluating deal documents and thinking through the long-term effects of varied terms and structures. This role is essential in delivering quality service to internal and external clients alike, which requires an analytical, organized, flexible and energetic self-starter.

This is an excellent opportunity for a high performer to gain exposure to and develop expertise in the full spectrum of impact investing players, investments, impact themes and structures. The ideal candidate has had exposure to private investments and is eager to take on the challenge of supporting the monitoring and management of a rapidly growing investment portfolio.

This role is a full-time, remote position and can be performed from anywhere in the US, with a requirement to work East Coast business hours
. As a remote, people-first culture, we care deeply about our team members’ connections to one another, and as such,
travel 1-2 times per year to company events will be required.

• Review Client Recommended Investments across all impact themes, asset classes, sectors, geographies and structures to assess suitability for investment
• Ensure compliance with internal procedures and with regulations
• Communicate liquidity needs for client accounts cross-functionally
• Coordinate investment document execution and facilitate wiring of funds
• Utilize Pipeline Management tools to manage workflow and tasks

• Support investment data entry within multiple investment management systems
• Create loan schedules

• Support, and as appropriate, lead, critical…