Associate, Portfolios
- Organization
- CapShift
- Location
- Boston, MA
- Job Type
- Full-time
- How to Apply
- 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. Please submit your resume and a short 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 webform on our website. CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.
- Where to Apply
- https://www.linkedin.com/company/capshift/
- Tags
- Full-time
CapShift is a mission-driven growth company working at the intersection of finance and impact to direct 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.
All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for an Associate, Portfolios who will:
Portfolio Construction and Management
– Help build impact investment portfolios, leveraging CapShift platform of impact investment opportunities and portfolio mandates to develop portfolio recommendations for clients
– Evaluate portfolios against client mandates and recommend updates to portfolios when appropriate
– Process development, documentation, and integration of portfolio construction and management with other CapShift systems
– Performance reporting
– Support investment implementation in partnership with Operations Team
Client Engagement
– Support client communications, account opening, reporting, and meeting preparation
– Develop and produce client-facing deliverables
– Grow into leading client relationships
– Establish and monitor metrics of success across client relationships
– Institutionalize client best practices across various CapShift team members working with clients
Qualifications
– 0-3 years of relevant work experience
– Exposure or experience with wealth management, investment finance, or impact investing
– Exposure or experience with private investments and public investments
– Familiarity with portfolio construction considerations and processes
– Strong project management skills and an ability to critically review and prioritize projects
– Proactive, collaborative, thoughtful, self-motivated, detail-oriented, organized, and able to effectively communicate across multiple business units and stakeholders
– Eager to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
– Experience with Salesforce CRM desired
– Preference for demonstrated familiarity on topics of impact investing and/or philanthropy
– Alignment with CapShift’s vision of systems change through mobilizing large amounts of capital into authentic impact investments across the Sustainable Development Goals
