| June 5, 2024

Impact Investment Associate, Impact Investing and Financial Services

Guest Author


Website CapShift

We are seeking a purpose-driven investment research professional to contribute to our team in due diligence, database management and data analytics, and investment operations to support core strategic engagements with our donor advised fund provider, wealth advisor, family office, and foundation clients.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock impact investments at scale 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 team. Our aim is to help mobilize billions of dollars of investment capital to organizations tackling major social and environmental challenges. Our research team has a specialized focus on both market-rate and impact first private impact funds, which covers major themes and asset classes such as climate venture capital, affordable housing, education technology, credit to underserved business, and microfinance.



Impact Investment Research and Due Diligence – Engage with companies and fund managers in public and private markets to collect information regarding investment opportunities, synthesize findings using CapShift’s due diligence process, and present findings internally and externally to clients. CapShift due diligence focuses on Financial, Operational, and Impact pillars.

Data Analytics – Leverage CapShift’s unique Research Engine of over 1,000 private impact investment opportunities to help develop custom sourcing reports, fund analytics, and grow the team’s impact management and reporting capabilities.

Thematic Research – Support CapShift’s development of thematic thought leadership by helping to prepare insightful materials on impact investing sectors, trends, and asset classes.

Database Management – Support the robustness and quality of our impact investment database of investment opportunities across asset classes, sectors, and geographies.

Impact Investment Monitoring and Reporting – Support the ongoing monitoring of investments within client impact investment portfolios. Gather information on the drivers of financial and impact performance, as well as material operational changes, and prepare regular updates for internal and external clients.

Internal Strategy Development – Support the research team in formalizing CapShift’s operations and analytics processes and procedures, setting the foundation and capacity for future growth.

Other Initiatives – There will also be the opportunity to also take on (or create) other projects that help drive the team’s success, including client specific projects.



  • 0-3 years of relevant experience working with data and research to drive strategy
  • Knowledge of financial concepts and tools – coursework in accounting, corporate finance, financial markets, business management, etc.
  • Exceptional excel and analytical skills and attention to detail
  • Strong alignment with CapShift’s role in mobilizing capital for purpose with a focus on private wealth, charitable institutions, and private investment funds.
  • Desire to work in a high growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
  • Familiarity with the impact investing sector and the UN Sustainable Development Goals
  • Proactive, thoughtful, self-motivated, detail oriented, organized, and able to effectively communicate across multiple business units and stakeholders


Preferred qualifications:

  • Familiarity with ESG data, impact investing, economics, impact management frameworks, and investment management processes
  • Previous banking, management consulting, impact investing or investment management experience a plus



To apply for this job please visit capshift.com.