Are you a graduate student or young professional passionate about the power of investing to change the world?
We are seeking a dynamic, values-driven Fellow to join our Research Team.
CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock 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.
Responsibilities
- Support all aspects of the investments team, including investment sourcing, screening, analysis, due diligence, rating, and presentation
- Engage with for profit and non-profit companies and fund managers in public and private markets to collect information regarding investment opportunities
- Execute the investment and recoverable grant screening process and make recommendations for improving it
- Synthesize and present investments to include on the CapShift database, and support presentation of investment and recoverable grant opportunities to institutional and high net worth clients
- Develop expertise across specific asset classes, investment products, and impact sectors to compare to relevant peer groups, including developing relationship with industry experts and fund managers, and documenting learning outcomes
- Make recommendations to improve our impact screening and reporting capabilities
- Support on high value research projects and/or other engagements with CapShift partners as relevant
- Take leadership roles in other aspects of a high growth startup company, including team, culture, technology, market research, marketing, sales, and customer development
Qualifications
- Current graduate student or young professional with 3+ years of work experience in investment analysis, consulting, or quantitative analysis
- Demonstrated interest or experience in responsible or impact investing
- A passion for delivering value for clients while aligning financial returns with societal impact
- Demonstrated familiarity or interest with public fund managers, private funds (equity, debt, real assets), direct investments and philanthropic capital
- Expertise in investment sourcing, screening, analysis, and presentation of operational, financial and impact factors of an investment
- Familiarity in reading company or fund financial statements
- Rigor and attention to detail
- Strong communication and interpersonal skills
- Fit with working in a high growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
- Advanced MS Excel and PowerPoint skills required with preference for experience with Salesforce, and other common investment analysis tools
- Advanced or Undergraduate degree in Finance, Sustainability, Economics, Business, or equivalent preferred
The Fellow will be involved in sourcing, qualifying, and conducting impact, operational, and financial due diligence as well as ad-hoc research for external clients and/or internal purposes. The Fellow will be exposed to the full spectrum of impact investments, from market rate public and private funds to impact-first recoverable grants. The candidate will report to the Managing Director, Impact Investments and will be an integral member of the team.
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 cover letter using the from below.
The cover letter should be less than 500 words total and directly answers only the two prompts below:
- Outline one or two projects/tasks you have completed in your career that you believe have set you up well for this role?
- Name a fund or other investment opportunity that you think is a good impact investment. Why do you think it is highly impactful and why is it a strong investment?
The deadline to apply is Monday, February 17th. Applications will be reviewed on a rolling basis.
Please note, we are unable to sponsor US Work Authorization for this position at this time.
Compensation: The weekly rate for this position is $1200 ($30 an hour, no overtime).
