As part of the GIIN’s mission to accelerate the scale and effectiveness of impact investing, we publish job openings from GIIN members and other impact investing leaders.

Impact Investment Analyst

at Sonen Capital in West Coast or Rocky Mountain West

About the Job

Principal Duties and Responsibilities

  • Be involved in all aspects of the investment process, including, among other things:
  • Daily qualitative and quantitative analysis required on investment managers and public markets.
  • Develop and maintain asset class universes populations in public markets and alternatives.
  • Support Sonen managed investment funds in public markets and alternatives.
  • Evaluate overall portfolio strategy, asset allocation and risk management as well as develop an understanding of underlying assets and portfolio exposures.
  • Generate monthly, quarterly and annual reports on products and clients’ portfolios, including presentations to internal investment committee, external partners, and directly with clients and prospects.
  • Assist and draft underwritings for investments.
  • Participate in manager calls and provide quick turnaround on notes and memoranda.
  • Research key macroeconomic themes and trends and complete other special projects as required.
  • Work closely with Sonen’s Head of Impact to conduct impact evaluations of funds and develop impact frameworks for strategies.
  • Support client service team to manage all aspects of client relationships.
  • Develop, enhance and maintain fund portfolio models
  • Work closely with marketing and business development team to prepare marketing materials including pitchbooks, DDQs, PPMs, due diligence binders and participate in marketing meetings.

Qualifications

Minimum Qualifications

The successful candidate will be an intellectually curious, self-motivated individual who is analytical, detail-oriented and has excellent oral and written communication skills.

  • Four-year degree required in finance, economics or a related field.
  • MBA or CFA a plus but is not required.
  • At least 2 years of institutional investment experience a plus but not required.
  • Knowledge and experience of investing across public markets, including alternative strategies.
  • Flexible and able to work within a small team and company environment.
  • Strong note taking skills.
  • Need to have enthusiasm for the pace of public markets.
  • Must be highly proficient in Microsoft Office, especially Excel and PowerPoint.

To apply

Email: Careers@Sonencapital.com

Sonen Capital

Sonen Capital LLC is a specialized impact investment management firm based in San Francisco, CA. We are a SEC registered investment adviser that invests on behalf of family offices, high net worth individuals, foundations and endowments, and other institutional organizations for both exceptional financial returns as well as social and environmental impact. We are looking for a highly motivated individual to join our investment team. This is a unique opportunity for the right professional to join an industry leading organization in a highly entrepreneurial environment, working with some of the most forward-looking clients.