Investment Strategist

🕒 August 4

🇺🇸 United States – Remote

💵 $160k - $215k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

ImpactAssets

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 Non-profit

🌍 Social Impact

Finance • Non-profit • Social Impact

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

• 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

🎯 Requirements

• 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

🏖️ 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, 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