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 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 group of teammates. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges.
- 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 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
- 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
- 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
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 Research 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 that details your interest in the role and key qualifications or experience to the Impact Investing Fellow webform below. The deadline to apply is Monday, February 19th. 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 $960 ($24 an hour, no overtime).