Investment Strategist

Client Engagement, Investment Strategy and Portfolio Construction

• Serve as a primary day‑to‑day contact for an assigned group of clients (family offices, foundations, and corporates), ensuring timely responses, clear next steps, and consistently high service standards.

• Work with the MD of Investment Strategy, DCIO and the broader Investments Team to design appropriate impact and investment strategies for Custom Portfolio clients, typically foundations, large family offices and corporations.

• Work with Custom Portfolio clients to articulate portfolio goals and objectives, design an impact investing strategy, coordinate the portfolio implementation work, and design/implement bespoke impact and investment reporting.

• Partner with clients to draft and finalize their Investment Policy Statement (IPS), translating client goals, constraints, and impact priorities into clear investment guidelines and mandate language.

• Build and lead the engagement plan that operationalizes the IPS - sequencing implementation milestones, reporting cadence, and touchpoints needed to deliver on the mandate over time.

• Partner with MD of Investment Strategy and DCIO to ensure investments proposed to client are an appropriate fit based on stated objectives and parameters.

• Quarterback preparation for each of the bespoke periodic meetings, ensuring a high level of professionalism and client service excellence.

• Lead client meetings, calling on teammates to bring in a deep level of knowledge when needed on specific investments, impact areas, investment types.

• Maintain accurate CRM records (profiles, meeting notes, tasks, next actions) and support team‑level reporting.

• Oversee the development of any custom reporting requested by the client and work with the reporting team to ensure any non-standard reporting meets our quality standards and client expectations.

• Identify process and service improvements that enhance client onboarding efficiency, client communications, and internal handoffs.

Prospective Client Engagement

• Partner with the Business Development team during the final stages of the prospect journey, contribute to the closing process as prospective clients move toward a decision.

• Cultivate strategic relationships with key prospects and ensure a seamless transition from BD-led outreach.

• Contribute to the continual refinement of the client engagement process, particularly around the BD-to-Strategist hand-off, helping to define and improve how the firm moves prospects efficiently and effectively toward close.

• Support BD in leading prospects through the final stages of due diligence on IA Capital, ensuring meetings occur on a regular cadence, that follow-up items are addressed by the right team members, and that the data room is responsive to client questions and concerns.

• Support client onboarding from signed engagement through full activation (documentation collection, digital tools access, and portfolio/account setup) in close partnership with teammates and BD colleagues.

• 10+ years of relevant experience in impact investing, wealth management, investment management, portfolio management, or consulting

• At least 4-5 years in a direct investment role (e.g., analyst, associate, portfolio manager, or underwriter) evaluating and/or managing private markets or impact investments

• Demonstrated experience in portfolio construction, asset allocation, and manager/fund due diligence; ability to independently assess fund manager track records, investment theses, and risk/return profiles

• Demonstrated success managing sophisticated stakeholder relationships coordinating multi‑party deliverables and driving follow‑through

• MBA or similar advanced degree in finance, business, accounting, economics, or related field preferred

• CFA, CAIA, or equivalent investment credential a plus

• Working knowledge across multiple asset classes (public markets, private equity, private credit, real assets) preferred

• Strong financial modeling and quantitative analysis skills, including comfort evaluating IRR, MOIC, cash flow projections, and other private markets performance metrics

• Familiarity with impact measurement frameworks (e.g., IRIS+, SDGs, or similar) and ability to translate impact goals into measurable investment criteria

• Exceptional attention to detail; reliably coordinates meetings, agendas, materials, and follow‑ups across multiple concurrent client workstreams

• Excellent written and verbal communication skills

• Expert knowledge of Microsoft Word, Excel and PowerPoint. Proficiency with cloud-based collaboration tools Box and Asana preferred

• Flexibility and willingness to do what it takes in a team environment

• Ability to work independently, multi-task and prioritize competing demand

• Unique benefits, including virtual work stipend and contribution to employee's own Donor Advised Fund

• Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan

• Compensation ranges from $160,000 to $215,000 and is highly dependent on experience and location

• Comprehensive benefits package including full health and wellness coverage, paid parental and family leaves

• Opportunity for career development in a fast-paced, progressive organization

ImpactAssets Capital Partners is an SEC-registered investment adviser, which brings with it regulatory requirements for all of our associates. We are 'investment revolutionaries' who believe that intentional capital makes the biggest impact on people and planet. ImpactAssets Capital Partners is also an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate, and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives.

Originally posted on Himalayas