Investment Associate

5 days ago

Salt Lake City, United States Sorenson Impact Advisory Full time

Sorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to them, leveraging impact-focused investment opportunities to make a difference in the world while seeking compelling risk-adjusted returns.


As one of the few investment advisors 100% dedicated to implementing sustainable and impact investing strategies, we engage with each of our clients to help them build their legacies and amplify their impact with bespoke portfolios and unique investment opportunities. Drawing on our combined two decades+ of experience in impact investing, philanthropy, and wealth management, we work across the entire capital spectrum—from philanthropy to catalytic investing to market-rate investing—to help our clients tackle the issues they care about in a strategic, intentional, and high-octane way.


Description:

We are seeking an Investment Associate with 2-3 years of professional experience, a great attitude, high energy, and the ability to work successfully on a small but growing team to join us at our Salt Lake City, UT office. Under the direction of the firm’s CIO, the Investment Associate will be responsible for a wide variety of investment- and business development-related tasks such as supporting fund manager due diligence, investment monitoring, investment pipeline management, client reporting, market commentary, impact reporting, and new business material creation.


An ideal candidate will have a financial services background and excellent attention to detail, in addition to the ability to work well under tight deadlines, manage priorities effectively, and work both independently as well as collaboratively in a team environment. They will be excited to wear multiple hats to support business growth, such as operational and administrative responsibilities, in addition to investment work. This position is a full-time opportunity.

 

Roles & Responsibilities

  • Under the direction of the CIO, assist with the due diligence of market-rate and catalytic impact investment strategies across asset classes, with an emphasis on private fund managers in private equity, venture capital, real assets, and private credit. 
  • Oversee the organization of the Investment Team’s pipeline for new managers, including database maintenance in Wealthbox, manager meeting follow-ups, and participation in Investment Committee meetings.
  • Produce investment briefs for both internal and external parties based on manager meetings and independent research.
  • Take ownership of the production of client-facing materials including quarterly market commentary, investment memos, rebalancing recommendations, Addepar performance reports, and other educational materials.
  • Execute on ad hoc research projects, such as investment landscape mapping, as directed by the CIO.
  • Prepare pitch decks and other collateral for prospective clients.
  • Oversee the firm’s Addepar instance, performing any necessary data cleanup or system maintenance.
  • Collate key impact metrics across managers to generate individualized impact reports for each client household.

 

Qualifications:

  • Undergraduate degree required.
  • 2-3 years professional experience in investment advisory, investment banking, or consulting, with a preference for client-facing experience.
  • Strong written and verbal communication, time management, and organizational skills.
  • High level of honesty and integrity with a strong sense of ownership and responsibility.
  • Self-starter, able to meet deadlines and execute proactively with minimal oversight.
  • Comfortable forming opinions and communicating them verbally or in writing with the broader team.
  • Ability to thrive in a demanding, dynamic environment while balancing competing priorities.
  • Life-long learner with an awareness of their strengths and weaknesses; able to take feedback and act upon it quickly.
  • Passion for investing with a mission-driven lens preferred, willingness to become well-versed in impact investing and related modalities required.
  • Flexible and able to adapt in a fast-faced, startup environment.
  • Fluent in Microsoft Office Suite, above-average Excel and PowerPoint skills.
  • Legally authorized to work in the U.S.
  • Based in Salt Lake City, UT or willing to relocate.


Benefits

  • 401k with matching
  • Medical, dental, and vision insurance
  • Generous PTO policy


Base Salary Range: $90k-$130k DOE

Bonus: Discretionary, Based on Performance


Sorenson Impact Advisory is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  • Investment Associate

    3 days ago

    Salt Lake, Utah, United States Sorenson Impact Advisory Full time

    Join Our Team as an Investment AssociateSorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm dedicated to implementing sustainable and impact investing strategies. We are seeking an Investment Associate with 2-3 years of professional experience to join our team in Salt Lake City, UT.Key...

  • Investment Associate

    2 days ago

    Salt Lake, Utah, United States Sorenson Impact Advisory Full time

    Investment Associate OpportunitySorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to...

  • Client Relationship Associate

    1 month ago

    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    About American Century Investment Services, Inc.As a leading global asset manager, American Century Investment Services, Inc. is dedicated to delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Our company is committed to providing institutional-quality, actively...

  • Investment Associate

    4 weeks ago

    new york city, United States Stellar Management Full time

    The Investment Associate will have the opportunity to work on multifamily, office, and retail real estate equity and debt investments, primarily in New York City (and opportunistically, outside of New York City). The Associate will play a crucial role with respect to deal underwriting, due diligence, asset management / execution of business plans, capital...

  • Investment Banking Associate

    2 weeks ago

    Egypt Lake-Leto, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to...

  • Investment Banking Associate

    2 weeks ago

    Egypt Lake-Leto, United States Selby Jennings Full time

    Investment Banking Associate will be responsible for: Perform multiple kinds of research using different inputs such as the news, industry-specific databases. Help in the distillation of data into discrete analyses. Be creative in the support of senior leadership with innovative ideas and visual analyses. Investment Banking Associate should have the...

  • Investment Associate Internship

    3 weeks ago

    Jersey City, New Jersey, United States Lord Abbett & Co. Full time

    About Lord Abbett & Co.Lord Abbett & Co. is a leading independent investment management firm with a rich history dating back to 1929. Our singular focus is on delivering exceptional investment results for our clients.Our MissionWe strive to provide innovative investment solutions that meet the evolving needs of our clients. Our team of experienced...

  • Investment Associate Internship

    3 weeks ago

    Jersey City, New Jersey, United States Lord Abbett Full time

    About Lord AbbettLord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients.Job OverviewThe Investment Associate Internship Program is a great opportunity for those seeking to kick-start a career as an investment...

  • Investment Representative PART-TIME

    2 days ago

    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    About American Century InvestmentsAmerican Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and...

  • Investment Associate Internship

    1 month ago

    Jersey City, New Jersey, United States Lord Abbett Full time

    About Lord AbbettLord Abbett is a leading global independent investment management company with a rich history dating back to 1929. Our singular focus on managing money has earned us a sterling reputation in the asset management industry.The Investment Associate Internship ProgramThis program is designed for individuals seeking to kick-start a career as an...

  • Investment Banking Associate

    4 weeks ago

    Redwood City, California, United States AQ Technology Partners Full time

    AQ Technology Partners Investment Banking AssociateAQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions.We are seeking an experienced Investment Banking Associate to support transactions with growth software companies based in our Redwood City, CA office.Key...

  • Investment Research Associate

    4 weeks ago

    Kansas City, Missouri, United States UMB Financial Corporation Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Research Associate to join our Private Wealth Management team. As a key member of our team, you will play a critical role in supporting the investment team in Private Wealth Management.Key ResponsibilitiesExecute on tasks and transactions, as assigned, to ensure seamless...

  • Associate/Vice President, AIMS Platform Management, Investment Strategies

    2 months ago

    Salt Lake, Utah, United States Goldman Sachs Full time

    ABOUT THE POSITION:The Goldman Sachs Group, Inc. stands as a premier global investment banking, securities, and asset management institution, delivering a comprehensive array of financial services to a diverse clientele that encompasses corporations, financial entities, governmental bodies, and affluent individuals.Goldman Sachs Asset Management (GSAM):GSAM...

  • Investment Research Associate

    3 weeks ago

    Kansas City, Missouri, United States UMB Financial Corporation Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Research Associate to join our team at UMB Financial Corporation. As a key member of our Private Wealth Management team, you will play a critical role in supporting our investment team in executing tasks and transactions, providing exceptional client service, and driving business...

  • Investment Banking Associate

    4 weeks ago

    Ellicott City, Maryland, United States SC&H Group Full time

    Investment Banking Associate OpportunitySC&H Capital is seeking a highly skilled Investment Banking Associate to join our team in Ellicott City. As a middle market focused Investment Bank, we deliver M&A advisory services to businesses throughout their lifecycle.Key Responsibilities:Provide analytical support, including research, financial statement...

  • Investment Associate Full-Time

    3 weeks ago

    Jersey City, New Jersey, United States Lord Abbett Full time

    About Lord AbbettLord Abbett is a leading global independent investment management company with a rich history dating back to 1929. Our singular focus on managing money has earned us a sterling reputation for leadership, influence, and innovation in the asset management industry.We are active managers, investing where we believe we have a repeatable edge and...

  • Real Estate Investment Associate

    2 days ago

    Culver City, California, United States US Main Full time

    Real Estate Investment AssociateWe are seeking a highly motivated and detail-oriented Real Estate Investment Associate to join our team at US Main. As a key member of our Real Estate Investment team, you will play a critical role in conducting due diligence on private real estate managers and monitoring their performance.Key Responsibilities:Conduct thorough...

  • Investment Banking Associate

    4 weeks ago

    new york city, United States San Blas Securities Full time

    About Us:At San Blas Capital Markets, we redefine the standards of excellence in investment banking. As a rapidly ascending boutique firm, we thrive on innovation, integrity, and relentless commitment to client success. Join a team that is shaping the future of financial advisory services. The Role:San Blas Capital Markets is in search of an Investment...

  • Investment Associate Full-Time

    4 weeks ago

    Jersey City, New Jersey, United States Lord Abbett Full time

    About Lord AbbettLord Abbett is a leading global independent investment management company with a rich history dating back to 1929. Our singular focus on managing money has earned us a sterling reputation for leadership, influence, and innovation in the asset management industry.We are active managers, investing where we believe we have a repeatable edge and...

  • Investment Funds

    4 weeks ago

    New York City, United States LFP Associates Full time

    INVESTMENT FUNDS ASSOCIATELocation: New York, NY or Washington, D.C. Our client, a prominent AmLaw 50 international firm, is seeking a highly-qualified and motivated Associate to join their Investment Funds practice group. This role is open to candidates in New York, NY or Washington, D.C., and focuses on handling complex matters related to the Investment...