Investment Operations Associate

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $75 000 - $83 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💸 Planification et Analyse Financières (FP&A)

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ImpactAssets

Site WebLinkedInTous les Emplois

11 - 50 employés

ImpactAssets est un pionnier dans le domaine de l'investissement à impact, dédié à changer la trajectoire future de notre planète et à améliorer la vie de tous. Nous permettons aux investisseurs à impact et aux philanthropes d'accéder à des opportunités d'investissement et à des solutions personnalisées qui favorisent le changement positif. Quelle que soit votre vision d'un monde meilleur, nous existons pour vous aider à atteindre votre plus grand 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

🎯 Exigences

• 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

🏖️ Avantages

• 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