Investment Operations Associate

🕒 May 5

🇺🇸 United States – Remote

💵 $75k - $83k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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ImpactAssets

WebsiteLinkedInAll Job Openings

11 - 50 employees

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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