Impact Investment Operations Associate - CapShift
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Search for Impact Investment Operations Associate Impact Investment Operations Associate Impact Investment Operations Associate Full-time Boston Area preferred or Washington DC 3 days a week in the office with flexibility as needed Posted 14 minutes ago
Do you have a successful track record in investment operations supporting complex financial solutions for family offices, advisors, or institutional clients? Are you looking to learn the ins and outs of impact investing? This is your chance to play a key role in the future success of our fast-growing organization.
CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.
Responsibilities • Monitor impact investment portfolio allocations and cash flows • Submit trades to rebalance portfolios and provide liquidity • Process wires, ACH payments, and account transfers • Manage private assets throughout the impact investment lifecycle, including processing subscriptions, capital calls, distributions, valuation changes, and redemptions • Help build scalable and efficient operational solutions • Gain exposure to the unique operational complexity and nuances of a variety of private investments and a philanthropic product recoverable grants • Data Analysis and Reporting • Maintain portfolio positions within Financial Reporting software and Salesforce • Perform account reconciliations • Prepare monthly and quarterly client reporting • Client Service • Work with clients through the onboarding and account opening process • Work closely to provide exceptional service across internal teams as well as with external clients, investment managers, and service providers • Bring creative solutions to the team to help solve unique operational challenges • Provide exceptional service to our colleagues and clients
Qualifications 2 years of relevant work experience, preferably in investment operations, financial services, or trading and portfolio management support across multiple asset classes, including publics and privates A passion to work for a mission-driven and growth-oriented company Acute attention to detail Exceptional Excel and analytical skills Excellent communication, critical thinking, and problem-solving skills Desire to work in a fast-paced, flexible startup environment in which employees are expected to take on multiple responsibilities within tight time frames Excellent organizational and time management skills Positive attitude, proactive, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders Interest in and knowledge of financial markets and securities Experience working with financial technology software, Morningstar, MSCI, or Portfolio Management Software preferred
How to Apply Please submit your resume and a cover letter detailing why you would be a good fit for the role - including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant - to the Impact Investment Operations Associate webform on our website.
CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.
Apply Here
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Are you currently authorized to work in the United States? Yes No Do you now or will you in the future require sponsorship for employment visa status, e.g., H-1B visa status, etc., to work legally for our Company in the United States? Yes No How did you find out about this position? Please note if you were referred by a CapShift team member.
CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.
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Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed, and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLCs charges and expenses. CapShift Advisors LLCs advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a clients financial situation. They do not incorporate investments that clients hold elsewhere and do not provide tax advice.
For more details, see our Form ADV Part 1, Part 2A, and Part 3 CRS available at https://adviserinfo.sec.gov.
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors LLC is not registered.
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