Associate, Investment Operations

Department: Investment ServicesLocation: Remote Description About ImpactAssets Services ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients. ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision. *ImpactAssets Services is not a 501(c)(3) organization. The Opportunity The Associate, Investment Operations role will be a critical part of the Investment Services team, which supports investment execution and post-investment management and monitoring for private debt and equity impact investments that are recommended by our donors/clients. The Investment Services team engages with mission-driven entrepreneurs and fund managers, assesses them for investment eligibility, reviews and executes subscription/investment agreements, enters investment transactions, manages corporate actions, and monitors investment activity, reporting and valuations. This role is a part of the engine at the heart of ImpactAssets’ mission and the team that catalyzes our clients’ capital toward social and environmental progress. The ideal Associate candidate has a service heart, a meticulous eye for detail, and is energized by being in the flow of investment activity, evaluating deal documents and thinking through the long-term effects of varied terms and structures. This role is essential in delivering quality service to internal and external clients alike, which requires an analytical, organized, flexible and energetic self-starter. This is an excellent opportunity for a high performer to gain exposure to and develop expertise in the full spectrum of impact investing players, investments, impact themes and structures. The ideal candidate has had exposure to private investments and is eager to take on the challenge of supporting the monitoring and management of a rapidly growing investment portfolio. This role is a full-time, remote position and can be performed from anywhere in the US, with a requirement to work East Coast business hours. As a remote, people-first culture, we care deeply about our team members’ connections to one another, and as such, travel 1-2 times per year to company events will be required. Key Responsibilities Investment Review & ExecutionReview Client Recommended Investments across all impact themes, asset classes, sectors, geographies and structures to assess suitability for investmentEnsure compliance with internal procedures and with regulationsCommunicate liquidity needs for client accounts cross-functionallyCoordinate investment document execution and facilitate wiring of fundsUtilize Pipeline Management tools to manage workflow and tasksInvestment Transactions SupportSupport investment data entry within multiple investment management systemsCreate loan schedulesClient Experience and Operational ExcellenceSupport, and as appropriate, lead, critical projects, as identified and assignedIdentify and implement new process improvement opportunities to maintain a world-class, efficient operationSupport cross-functional initiatives to improve the experience for highly engaged impact investing clients Qualifications Education and Experience:Minimum of 3 years of experience working in accounting, finance, data science, investment operations, financial services, or investment managementBachelor’s degree in a related field; or equivalent combination of education and experienceKnowledge and Skill Requirements:Exposure to impact investing and/or private market investing across asset classes and investment types, donor advised funds, and broader financial servicesDemonstrated focus on continuous improvement and ability to identify and implement process improvementsEnergetic and organized individual: highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently and prioritize competing demandsResourceful in searching for responses to questions and developing solutionsAbility to work independently and prioritize competing demandsPrior experience with investment management system and ticket management system a plusProficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams requiredProficiency with cloud-based collaboration tools Box and Asana preferredExperience working in a virtual working environment preferred Benefits and Perks Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised FundCompetitive total compensation, including discretionary bonus, 401(k) plan, and generous time off planBase salary ranges from $75,000 - $83,000 and is highly dependent on experience and locationComprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leaveOpportunities for training and career development in a fast-paced, progressive organizationValues-driven cultureImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives!