Boston Area, with current hybrid work between home office and our Newton, MA office
Posted 1 month ago

We are seeking a purpose-driven investment research professional to contribute to our team in due diligence, database management and data analytics, and investment operations to support core strategic engagements with our charitable asset owner, family office, advisor, and institutional clients.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock the $1 trillion of charitable assets in the U.S. for impact investments into funds and enterprises. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.


  • Data Analytics – Leverage CapShift’s unique database of over 1,000 impact investment opportunities to help develop custom sourcing reports, fund analytics, and grow the team’s impact management and reporting capabilities.
  • Database Management – Support the robustness and quality of our impact investment database of investment opportunities across asset classes, sectors, and geographies.
  • Impact Investment Research and Due Diligence – Engage with for profit and non-profit companies and fund managers in public and private markets to collect information regarding investment opportunities, synthesize findings using CapShift’s due diligence process and present findings internally and externally to clients.
  • Investment Operations – Support investment operations functions including portfolio implementations, trades, cash movements.
  • Internal Strategy Development – Support the research team in formalizing CapShift’s operations and analytics processes and procedures, setting the foundation and capacity for future growth.
  • Technology Vendor Management & Implementation – Work closely with and manage technology vendors including MSCI and Morningstar on key projects. Oversee the CapShift research team’s technology implementation and execution.
  • Other Initiatives – There will also be the opportunity to also take on (or create) other projects that help drive the team’s success, including client specific projects.


  • 2-5+ years of relevant work experience working with data and research to drive strategy, preferably in an investment or strategy consulting role
  • Exceptional excel and analytical skills and attention to detail
  • Strong alignment with CapShift’s role in mobilizing capital for purpose
  • Desire to work in a high growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
  • Proactive, thoughtful, self-motivated, detail oriented, organized, and able to effectively communicate across multiple business units and stakeholders
  • Preferred qualifications: Familiarity with ESG data, impact investing, and the UN Sustainable Development Goals

About CapShift

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

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, that details your interest in the role and key qualifications or experience, with the subject [“LAST NAME – Impact Investment Associate”] to jobs@capshift.com.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

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