[Remote] Associate, Investment Operations (IS)

Note: The job is a remote job and is open to candidates in USA. ImpactAssets is the leading impact investing partner for individuals, families, and philanthropists seeking to effect real change for people and planet. The Associate, Investment Operations role will be a critical part of the Investment Services team, supporting investment execution and post-investment management for private debt and equity impact investments. The ideal candidate will have a service heart, meticulous attention to detail, and a desire to support the monitoring and management of a rapidly growing investment portfolio.ResponsibilitiesData entry, updates, and integrity protection of investments within multiple investment management systemsCreation of loan schedules and interest accruals, entry of payments and valuationsSupport swift response to all investment notifications and corporate actions via ticket management systemReview and support execution for assigned investment actionsMonitor expected or overdue loan payments and maturityMonitor direct equity portfolio and subsequent priced roundsConduct periodic research of potentially distressed investments to inform Portfolio Health MonitoringLog and save investment reporting for internal and client access, and secure past due reportingIdentification of positive portfolio news in reports, newsletters, and other communications, to give voice to and amplify the positive impact of our PortfolioIdentify new process improvements to maintain a world-class, efficient operationSupport cross-functional projects and process improvement opportunitiesOther, as assigned/appropriateSkillsMinimum 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 experienceExposure to impact investing and/or private market investing across asset classes (debt, equity, real assets, project finance) and investment typesDemonstrable investment experience with private debt/equity structures and private funds a plusStrong analytical and data interpretation skillsExperience with data entry and working with large datasetsPrior experience with investment management systems a plusPrior experience with ticket management systems a plusProven fluency in ExcelQuick learner, with the ability to quickly parse and understand a variety of lengthy investment documents and structuresDemonstrated focus on continuous improvement with the ability to identify and implement process improvementsPride in efficient processing and quick response timesHighly attuned organizational skills, attention to detail, professional demeanor, ability to work independently, and prioritize competing demandsExperience working in a virtual working environment preferredBenefitsUnique 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 planComprehensive 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 cultureCompany OverviewImpactAssets is a nonprofit financial services firm that enables philanthropists and individual investors to engage in impact investing. It was founded in 2010, and is headquartered in Bethesda, Maryland, USA, with a workforce of 51-200 employees. Its website is http://impactassets.org/.