3 дня назад
Investment Associate (Impact Investing)
100 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Associate (Impact Investing): Supporting a 100% mission-aligned investment portfolio through pipeline development, due diligence, financial modeling, portfolio monitoring, and investment process development with an accent on catalytic and thematic investing. Focus on synthesizing complex financial, strategic, and impact data, building scalable portfolio systems, and preparing analysis for investment decisions.
Location: USA - Remote; occasional travel to partners, conferences, and WES offices in New York City and Toronto may be required.
Salary: $100,000–$125,000 USD per year.
Company
is a nonprofit social enterprise supporting the educational, economic, and social inclusion of immigrants, refugees, and international students.
What you will do
- Originate investment opportunities and build pipeline channels across catalytic and thematic investment portfolios.
- Conduct financial, strategic, and impact due diligence and prepare screening and investment memoranda.
- Build financial models, benchmarks, dashboards, forecasts, portfolio analyses, and risk assessments.
- Improve investment processes, diligence frameworks, portfolio monitoring, valuation processes, and reporting systems.
- Manage project management and CRM systems supporting portfolio milestones and goals.
- Develop knowledge-sharing practices and collaborate with WES departments, investee partners, leadership, and the Board.
Requirements
- Bachelor’s degree in business, finance, or a related field, or equivalent experience.
- At least 2 years of related experience, or 1 year of work experience, in impact investing or an adjacent investment field.
- Strong analytical, data management, project management, and communication skills.
- Experience interpreting financial statements, conducting portfolio analysis, building models, and preparing clear visual summaries.
- Proficiency with Microsoft Office, Salesforce or another CRM, Tableau, and Google Apps.
- Commitment to mission-driven, trust-based investing and justice, equity, diversity, and inclusion.
Nice to have
- MBA or master’s degree in a related field.
- Lived experience connected to immigrant, refugee, or communities of color.
- Availability to travel to partner meetings, conferences, and WES offices in New York City and Toronto.
Culture & Benefits
- Remote work options and flexible scheduling.
- Generous time-off policies and wellness programs.
- Competitive compensation and comprehensive benefits.
- Training, professional development, and tuition reimbursement opportunities.
- Inclusive, collaborative, mission-driven workplace with employee resource groups, volunteer opportunities, and team events.
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