Investment Strategist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take the lead in client engagement for major clients throughout the entire relationship lifecycle, from prospect closure to ongoing client interactions.

• Act as the primary day-to-day contact for designated family offices, foundations, and corporate clients.

• Develop impact and investment strategies for Custom Portfolio clients in collaboration with the Investment Strategy, DCIO, and Investments teams.

• Clearly communicate portfolio objectives, oversee implementation, and create tailored impact and investment reports.

• Draft and finalize Investment Policy Statements (IPS).

• Create and manage engagement plans that outline implementation milestones, reporting schedules, and client interactions.

• Assess whether proposed investments align with client goals and requirements.

• Prepare and facilitate customized periodic client meetings.

• Keep accurate CRM records and assist with team-level reporting.

• Supervise custom client reporting and collaborate with the reporting team.

• Identify areas for process and service enhancement related to onboarding, communication, and internal transitions.

• Collaborate with Business Development during the final stages of prospect engagement and assist in closing deals.

• Foster strategic relationships with prospects and manage the transition from Business Development to Strategist.

• Assist prospects through the final due diligence process, ensuring timely follow-ups and data-room responsiveness.

• Support the onboarding process from the signing of the engagement to full activation, which includes documentation, digital access, and portfolio/account setup.

⛳️ Requirements

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

• A minimum of 4-5 years in a direct investment role assessing and/or managing private markets or impact investments.

• Proven experience in portfolio construction, asset allocation, and due diligence on managers/funds.

• Capacity to independently evaluate fund manager track records, investment theses, and risk/return profiles.

• Demonstrated success in managing complex stakeholder relationships, coordinating multi-party deliverables, and ensuring follow-through.

• MBA or similar advanced degree in finance, business, accounting, economics, or a related discipline preferred.

• CFA, CAIA, or equivalent investment credential is a plus.

• Familiarity with multiple asset classes, including public markets, private equity, private credit, and real assets is preferred.

• Strong skills in financial modeling and quantitative analysis, including IRR, MOIC, cash flow projections, and private-market performance metrics.

• Knowledge of impact measurement frameworks such as IRIS+ and SDGs.

• Ability to convert impact goals into quantifiable investment criteria.

• Exceptional attention to detail and capability to coordinate multiple client workstreams simultaneously.

• Outstanding written and verbal communication skills.

• Proficient in Microsoft Word, Excel, and PowerPoint.

• Familiarity with Box and Asana is preferred.

• Capacity to work independently, manage multiple tasks, and prioritize competing demands.

• Flexibility and willingness to contribute in a collaborative team setting.

• Authorization to work in the US and availability across US mainland time zones.

🏝️ Benefits

• Unique perks including a virtual work stipend and contributions to the employee's own Donor Advised Fund.

• Competitive overall compensation, featuring a discretionary bonus, 401(k) plan, and a generous time-off policy.

• Comprehensive benefits package that includes full health and wellness coverage, as well as paid parental and family leave.

• Opportunities for career advancement in a dynamic and progressive organization.

• Flexible work environment primarily focused on remote operations.

• Regular in-person meetings and offsite gatherings.

• Equal Opportunity Employer dedicated to fostering a diverse and inclusive workforce.