Senior Investment Analyst

Summary

Join Clean Yield, a B Corp and Vermont State Benefit Corp investment management firm, as their Director of Impact Investment Research. This full-time position, offering a salary range of $110,000-$130,000, can be remote (anywhere in the US) with a preferred New England base. The Director will work closely with the Managing Director of Investment Research to identify, evaluate, and monitor investment opportunities aligned with Clean Yield’s mission. Responsibilities include performing financial and impact due diligence, building client relationships, preparing investment memos, tracking investment performance, and assisting with portfolio reviews. The ideal candidate will possess 3-5 years of experience in impact investment analysis and a demonstrated commitment to environmental and social justice. Clean Yield offers a comprehensive benefits package including 100% employer-covered health insurance, a 401k plan, paid time off, paid family leave, and a fitness reimbursement program.

Requirements

• 3-5 years experience in Impact Investment analysis
• A demonstrated commitment to environmental and social justice issues and alignment with Clean Yield’s mission of using the tools of investing for good
• Experience with or ability to build and maintain professional relationships. Prior experience managing a portfolio is not required
• Clear and concise writing skills
• Strong time management skills
• Attention to detail, thoroughness, and accuracy
• Intellectual curiosity
• Success working with teams – ideally including remote teams
• Strong Microsoft Excel skills
• An understanding of the importance of and a commitment to managing the compliance, security, and privacy concerns involved in working with personal and financial data
• This can be a remote work position; applicants can be based anywhere in the US and must be eligible to work in the US. A New England home base is preferred but not required

Responsibilities

• Identify emerging trends and opportunities in the alternative and community investment space that align with Clean Yield’s impact priorities
• Perform financial and impact due diligence on potential private investment opportunities, including community loan funds, private investment funds, and direct private placements. Potential to include publicly traded debt instruments as well
• Build and maintain relationships with clients and investors
• Prepare investment memos and recommendations for presentation to the investment committee, along with similar content for clients
• Work with operations team to track and monitor the performance of existing impact investments, including financial returns, liquidity, and social/environmental impact metrics, ensuring compliance with terms and alignment with Clean Yield’s impact goals
• Assist with quarterly and annual portfolio reviews to evaluate investment performance and alignment with Clean Yield’s objectives
• Maintain accurate and up-to-date records of investments and collaborate with the team to prepare client-facing impact reports summarizing financial and social/environmental performance

Preferred Qualifications

Familiarity with Microsoft Office is preferred

Benefits

• 100% employer-covered health insurance, including family coverage
• 401K Plan with 4% employer contribution (employees are not required to contribute)
• Short-term/long-term Disability
• Professional development - Clean Yield may reimburse job-related course work or certification or pay for books or to attend conferences
• Paid time off - Clean Yield offers 21 days per year of vacation time to full-time employees. This increases to 25 days after 4 years with the organization. Sick days are unlimited and not accrued
• Paid family leave - Clean Yield offers 12 weeks of paid parental leave
• Fitness expense reimbursement up to $1,500 per year
• Paid time off for volunteering
• Remote work (employees can work from anywhere in the US)
• Flexible scheduling (employees can set their own schedule as long as they are available for a few set meetings a week)
• Generous healthcare and retirement benefits