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Environmental, Social, and Governance
2 months ago
Ballentine Partners, a leading independent wealth management firm, is seeking a highly skilled and motivated Impact Investment Analyst to join our growing investment team.
Key Responsibilities- Collaborate with the impact research team to identify, analyze, and recommend impact investments that align with our clients' goals.
- Maintain a comprehensive database of manager and vehicle research to inform investment decisions.
- Develop and implement impact reporting for chosen investment vehicles in client portfolios and firm-wide reports.
- Communicate effectively with professional contacts, including investment managers and industry experts, to gather insights and stay up-to-date on market trends.
- Prepare written research reports and present findings to both internal and external stakeholders.
- Analyze the impact of macroeconomic trends and events on investment industries and client portfolios.
- Stay current on multiple impact investing themes, such as environmental sustainability, social responsibility, and governance, to implement across asset classes and client portfolios.
- Provide research support in other asset classes as needed.
- Contribute to other impact investing initiatives at the firm.
- Develop technical expertise in investment software tools to enhance research capabilities.
- Strong quantitative and analytical skills, with the ability to interpret complex data and make informed recommendations.
- A passion for making investments that contribute to positive social and environmental outcomes.
- Ability to take initiative and work proactively, anticipating problems and suggesting solutions.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Highly organized with a strong attention to detail, ensuring accuracy and quality in all work products.
- Bachelor's Degree in economics, finance, mathematics, or a quantitative science.
- Minimum of 1-2 years of experience in a similar role.
- CFA designation or progress towards CFA designation.
Ballentine Partners offers a comprehensive benefits package, including dental, vision, short-term disability, long-term disability, and life insurance. We also offer extensive time off benefits, a corporate matching program, and support for certifications and continuing education. Our culture is collaborative and built on supporting each other to grow both the business and as individuals.