Fellowship
Boston, MA or Remote
Posted 1 month ago

Are you passionate about the power of investing to change the world?  CapShift is an early-stage impact investing platform that empowers philanthropic and financial institutions, along with their clients, to mobilize capital for social and environmental change. 

CapShift seeks a dynamic, values-driven, Fall Fellow to join our Research team. 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 Director of Impact Investments and will be a dynamic member of the team. 

This position provides a unique opportunity to develop expertise in public and private impact investments and recoverable grants across a diverse set of asset classes, themes, and geographies. 

While CapShift is based in Boston, MA it is very likely that this position will remain remote throughout the fall with option to work in person or remotely. 

If interested, please submit your resume and a one paragraph statement of interest or cover letter with the subject [Impact Investing – Research Fall Fellow] to Jordana Fremed at jobs@capshift.com. Applications will be reviewed on a rolling basis. 

Qualifications:  

  • Current MBA/MPP student with 2+ years of work experience in investment analysis, consulting, or quantitative analysis with 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 
  • Demonstrated strength in data analytics, effective reporting, and working with large data sets and legal documents 
  • 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 Economics, Business, or equivalent preferred 

Responsibilities: 

  • Support all aspects of the investments team, including investment sourcing, screening, analysis, 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 consulting 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 

About CapShift: 

CapShift is an impact investing platform that empowers philanthropic and financial institutions along with their clients to mobilize capital for social and environmental change. Partnering with leading industry experts, we provide access to public, private, and nonprofit ventures and funds that operate locally and globally. Our suite of solutions makes it easy to source and implement impact investments that meet the needs of financial advisors, donor advised fund sponsors and donors, institutions, and more. 

CapShift was founded by MissionPoint Partners, a leading impact investment advisor & asset manager, and Jacques Perold, former President, Fidelity Management & Research Co. Investors in CapShift include the Heron Foundation, Omidyar Network, and other leading community development financial institutions (CDFIs) and pioneering impact investing families. Our leadership has managed billions of dollars of impact investments in disruptive solutions in the health, education, poverty, community finance, clean energy, and sustainable food sectors. We are building a team that combines deep impact investment experience with a nimble startup culture to transform the way individuals can find opportunities to invest their money for good. CapShift is located in Newton, MA, with team members in Connecticut and Washington DC. 

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.

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