Investment Associate
Core
Support a mission-aligned investment portfolio focused on measurable social impact by contributing across the investment lifecycle from sourcing to monitoring.
Role type
Investment Associate (Impact Investing)
Builds
Investment pipeline, due diligence reports, financial models, and portfolio performance dashboards
Domain
Impact Investing / Social Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, Investment origination, Due diligence, Portfolio analysis, Financial statement interpretation, Project management, CRM management, Data management, Strategic analysis, Presentation skills
Preferred skills
MBA or relevant master's degree, Experience in venture capital/private equity, Lived experience in immigrant/refugee communities, Travel willingness
Technologies
Excel, PowerPoint, Salesforce, Tableau, Google Workspace, OneDrive
Responsibilities
Research markets and identify prospective investments; Support financial, strategic, and impact-focused due diligence; Conduct financial modeling and portfolio analysis; Prepare investment memoranda and presentations; Contribute to investment strategy; Support portfolio monitoring and valuation; Improve investment processes and systems; Manage CRM and project tracking systems; Develop knowledge management practices; Partner with leadership on department management.
Seniority
Mid-level, hands-on IC