Investment Operations Associate

🕒 Maio 5

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $75.000 - $83.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

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ImpactAssets

SiteLinkedInTodas as Vagas

11 - 50 funcionários

A ImpactAssets é uma pioneira em investimentos de impacto, dedicada a mudar a trajetória do futuro do nosso planeta e melhorar a vida de todas as pessoas. Nós capacitamos investidores de impacto e filantropos com acesso a oportunidades de investimento e soluções personalizadas que promovem mudanças positivas. Independentemente de como você vislumbra um mundo melhor, existimos para ajudá-lo a alcançar o seu maior impacto.

Descrição

• Data entry, updates, and integrity protection of investments within multiple investment management systems • Creation of loan schedules and interest accruals, entry of payments and valuations • Support swift response to all investment notifications and corporate actions via ticket management system • Review and support execution for assigned investment actions • Monitor expected or overdue loan payments and maturity • Monitor direct equity portfolio and subsequent priced rounds • Conduct periodic research of potentially distressed investments to inform Portfolio Health Monitoring • Log and save investment reporting for internal and client access, and secure past due reporting • Identification of positive portfolio news in reports, newsletters, and other communications, to give voice to and amplify the positive impact of our Portfolio • Identify new process improvements to maintain a world-class, efficient operation • Support cross-functional projects and process improvement opportunities

🎯 Requisitos

• Minimum of 3 years of experience working in accounting, finance, data science, investment operations, financial services, or investment management • Bachelor’s degree in a related field; or equivalent combination of education and experience • Exposure to impact investing and/or private market investing across asset classes (debt, equity, real assets, project finance) and investment types • Demonstrable investment experience with private debt/equity structures and private funds a plus • Strong analytical and data interpretation skills • Experience with data entry and working with large datasets • Prior experience with investment management systems a plus • Prior experience with ticket management systems a plus • Proven fluency in Excel • Quick learner, with the ability to quickly parse and understand a variety of lengthy investment documents and structures • Demonstrated focus on continuous improvement with the ability to identify and implement process improvements • Pride in efficient processing and quick response times • Highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently, and prioritize competing demands • Experience working in a virtual working environment preferred

🏖️ Benefícios

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund • Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan • Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave • Opportunities for training and career development in a fast-paced, progressive organization • Values-driven culture