Associate, Investment Operations

ImpactAssets
USARemote
Entry level · Posted 15d ago · via Jobfound · Last checked 14d ago
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About the role

ImpactAssets Services is hiring an Associate, Investment Operations to support the execution, post-investment management, and monitoring of private debt and equity impact investments recommended by clients. The role reviews investment eligibility and documentation, coordinates transactions, supports investment data and portfolio monitoring, and improves operational processes and client experience. ResponsibilitiesReview Client Recommended Investments across all impact themes, asset classes, sectors, geographies and structures to assess suitability for investmentEnsure compliance with internal procedures and with regulationsCommunicate liquidity needs for client accounts cross-functionallyCoordinate investment document execution and facilitate wiring of fundsUtilize Pipeline Management tools to manage workflow and tasksSupport investment data entry within multiple investment management systemsCreate loan schedulesSupport, and as appropriate, lead, critical projects, as identified and as

Skills

  • Technical Writing
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