Growth Associate

About CapShift

CapShift is a mission-driven company working at the intersection of finance and impact investing. The firm aims to unlock billions of dollars to support social enterprises and tackle major social and environmental challenges. CapShift offers a fast-paced, collaborative environment that values personal development, creative freedom, and teamwork. The company was founded to facilitate and promote impact investing by providing tools and resources that help organizations and individuals allocate their capital in a way that makes a difference. CapShift partners with donor-advised funds, financial advisors, family offices, and foundations. Additionally, CapShift is dedicated to promoting a diverse and inclusive workplace. As an Equal Opportunity Employer, the company does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. This inclusive approach is part of their broader mission to integrate social and environmental change into the finance industry.

About this Role

Are you looking for a career focused on social and environmental change while gaining broad experience in the field of impact investing? We are seeking a Growth Associate to join our team. This cross-functional role will play a crucial part in providing connective support across our growth and internal teams. CapShift is a mission-driven company working at the intersection of finance and impact to unlock hundreds of billions of dollars to fund social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization.

Responsibilities

• Work closely with CapShift’s client leads to help deliver impact investing services to donor-advised fund providers, financial advisors, family offices, and foundations.
• Provide support for reporting and data analysis, presentation development, campaign, and marketing support.
• Offer ongoing customer service.
• Support response and qualification of new inbound leads.
• Provide regular analysis of lead generation across the firm.
• Coordinate venues, food, and invitation management for internal and external events.
• Help organize internal virtual and in-person events and offsites.
• Support recruiting efforts through resume review, job posting, and new employee onboarding.
• Assist in strategic data projects and desk research on impact areas (e.g., oceans, indigenous peoples).
• Work on special projects with the Board and Executive Team.
• Support internal and external scheduling and provide administrative support.

Requirements

• Internships or 1+ years of relevant work experience.
• Extremely strong attention to detail and management of multiple projects.
• Extraordinary people skills and emotional intelligence.
• Strong customer service skills.
• Proactive, collaborative, thoughtful, and self-motivated.
• Effective communication across multiple business units and stakeholders.
• Eager to work on many projects in a high-growth environment.
• Strong writing, Excel, and PowerPoint skills.
• Comfortable with being trained to use CRM technology tools.
• Experience with Salesforce CRM is a bonus, but not required.
• Demonstrated commitment to the mission of social and environmental change.

Benefits

• Competitive compensation.
• Opportunity for employees to receive equity in the company.