Investment Strategist

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $160 000 - $215 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 15%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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ImpactAssets

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

🤝 À but non lucratif

🌍 Impact social

Finance • Non-profit • Social Impact

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

• Serve as the primary day-to-day contact for an assigned group of family office, foundation, and corporate clients • Design appropriate impact and investment strategies for Custom Portfolio clients with the Managing Director, DCIO, and Investments Team • Articulate portfolio goals and objectives, design impact investing strategies, coordinate portfolio implementation, and design and implement bespoke impact and investment reporting • Draft and finalize Investment Policy Statements, translating client goals, constraints, and impact priorities into investment guidelines and mandate language • Build and lead engagement plans that operationalize Investment Policy Statements through implementation milestones, reporting cadence, and client touchpoints • Ensure proposed investments fit client objectives and parameters • Quarterback preparation for bespoke periodic meetings and lead client meetings • Maintain accurate CRM records and support team-level reporting • Oversee custom client reporting and ensure non-standard reporting meets quality standards and client expectations • Identify process and service improvements for client onboarding, communications, and internal handoffs • Partner with Business Development during final prospect stages and contribute to closing processes • Cultivate strategic prospect relationships and ensure seamless transitions from Business Development outreach • Refine the client engagement process, especially the Business Development-to-Strategist handoff • Support prospective clients through final due diligence, follow-up, and data-room activities • Support client onboarding from signed engagement through full activation, including documentation, digital-tool access, and portfolio/account setup

🎯 Exigences

• 10+ years of relevant experience in impact investing, wealth management, investment management, portfolio management, or consulting • At least 4-5 years in a direct investment role (e.g., analyst, associate, portfolio manager, or underwriter) evaluating and/or managing private markets or impact investments • Demonstrated experience in portfolio construction, asset allocation, and manager/fund due diligence • Ability to independently assess fund manager track records, investment theses, and risk/return profiles • Demonstrated success managing sophisticated stakeholder relationships, coordinating multi-party deliverables, and driving follow-through • MBA or similar advanced degree in finance, business, accounting, economics, or related field preferred • CFA, CAIA, or equivalent investment credential a plus • Working knowledge across multiple asset classes (public markets, private equity, private credit, real assets) preferred • Strong financial modeling and quantitative analysis skills, including evaluating IRR, MOIC, cash flow projections, and other private markets performance metrics • Familiarity with impact measurement frameworks (e.g., IRIS+, SDGs, or similar) • Exceptional attention to detail and ability to coordinate meetings, agendas, materials, and follow-ups across multiple concurrent client workstreams • Excellent written and verbal communication skills • Expert knowledge of Microsoft Word, Excel, and PowerPoint • Proficiency with cloud-based collaboration tools Box and Asana preferred • Flexibility and willingness to do what it takes in a team environment • Ability to work independently, multitask, and prioritize competing demands • US-based; flexible across US mainland time zones • Travel 2-3 times per year is required

🏖️ 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, paid parental and family leaves • Opportunity for career development in a fast-paced, progressive organization • Flexible work environment operating primarily in a remote environment • In-person meetings and offsites throughout the year

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