Investment Strategist

🔥 12 minutes ago

🇺🇸 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.

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

• Lead client engagement for key clients throughout the relationship lifecycle, from closing prospects through ongoing client touchpoints • Serve as the primary day-to-day contact for assigned family office, foundation, and corporate clients • Design impact and investment strategies for Custom Portfolio clients with the Investment Strategy, DCIO, and Investments teams • Articulate portfolio goals, coordinate implementation, and design bespoke impact and investment reporting • Draft and finalize Investment Policy Statements (IPS) • Build and lead engagement plans covering implementation milestones, reporting cadence, and client touchpoints • Evaluate whether proposed investments fit client objectives and parameters • Prepare and lead bespoke periodic client meetings • Maintain accurate CRM records and support team-level reporting • Oversee custom client reporting and coordinate with the reporting team • Identify process and service improvements for onboarding, communications, and internal handoffs • Partner with Business Development during final prospect stages and contribute to closing • Cultivate strategic prospect relationships and manage the BD-to-Strategist handoff • Support prospects through final due diligence, follow-ups, and data-room responsiveness • Support onboarding from signed engagement through full activation, including documentation, digital 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 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 a related field preferred • CFA, CAIA, or equivalent investment credential a plus • Working knowledge across multiple asset classes, including public markets, private equity, private credit, and real assets preferred • Strong financial modeling and quantitative analysis skills, including IRR, MOIC, cash flow projections, and private-markets performance metrics • Familiarity with impact measurement frameworks such as IRIS+ and SDGs • Ability to translate impact goals into measurable investment criteria • Exceptional attention to detail and ability to coordinate concurrent client workstreams • Excellent written and verbal communication skills • Expert knowledge of Microsoft Word, Excel, and PowerPoint • Proficiency with Box and Asana preferred • Ability to work independently, multitask, and prioritize competing demands • Flexibility and willingness to contribute in a team environment • US-based work authorization/location and availability across US mainland time zones

🏖️ 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 • Periodic in-person meetings and offsites • Equal Opportunity Employer committed to a diverse and inclusive workforce