iPAR Manager

Deadline for Applications
Where to Apply

What is iPAR?
iPAR stands for Impact Portfolio Allocation Review, an innovative tool which could revolutionize how impact is classified, analyzed, and communicated. A proprietary impact assessment and reporting framework, iPAR was created to help our clients understand the impact they catalyze with their capital. By categorizing impact intentions, anchoring investments in a clear geographical framework, and tracking ongoing performance, iPAR supports our ability to deliver investors deep insights into their portfolio’s impact performance.

The role will involve two primary responsibilities: 1) working within the existing impact team to further develop iPAR, and 2) managing the day-to-day responsibilities associated with the tool. See below for specific duties.

**The position will be located in our Boise office.**

The successful candidate will report to, and work directly with, Matthew Weatherley-White and Mark Gustafson, both co-founders and Managing Directors of the firm, who lead our Impact Investing team.

• Work with the team to continue the development of CAPROCK’s iPAR tool for internal use (i.e. upfront assessment and ongoing monitoring of impact investments, client reporting)
— Support the continued buildout of the back-end reporting database
— Help codify and streamline fund updates (i.e. metrics collection, ratings changes)
• Work with the team to pursue iPAR as a stand-alone application for external use
— Apply entrepreneurial zeal in the identification and pursuit of new revenue opportunities
— Leverage existing network within impact assessment community to explore new business partnerships
• Serve as an iPAR “evangelist” throughout the broader impact ecosystem
— Interface with investors, managers, practitioners, and other interested parties
— Promote widespread adoption of the approach

• Impact due diligence
— Assist the firm’s Investment Team with manager due diligence, evaluating prospective investments’ impact strategies and associated risks
— Prepare impact profiles for use within the iPAR database
— Oversee the pipeline of potential impact investments across asset classes
• Impact assessments
— Compose in-depth analyses of impact managers for internal use
— Rate prospective managers using iPAR’s proprietary algorithms for Impact Strategy and Execution Risk scores
• Metrics incorporation
— Support the ongoing classification of impact metrics within the iPAR taxonomy
— Spearhead the design of our data in-take process, thereby assuaging the reporting burden experienced by most impact managers
• Impact Reporting
— Manage the quarterly impact reporting cycle
— Conduct quarterly calls with managers
— Prepare Impact Updates and Ratings Changes commentary
— Update and analyze incoming impact metrics

• Extensive knowledge of the impact space is required; if you don’t know what GIIRS, IRIS, and GIIN stand for, this is not the job for you
• Strong writing and communication skills; we will request writing samples
• 3-7 years of work history, ideally with a combination of finance and impact experience
• MBA or similar level work experience preferred
• Series 65 licensed (or willingness to obtain)
• Strong teamwork ethic and a solid sense of humor. We work closely together and laugh a lot.

• Competitive base salary & bonus structure
— Bonuses based on individual performance and growth/profitability of firm
• Company contribution to 401(k) plan
— Health, dental and vision benefits

The CAPROCK Group, Inc. is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Additional Information

Please submit a resume, along with a one-page cover letter in which you proffer your reflections on the state of impact measurement, to employment@thecaprockgroup.com.