Investment Associate

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Website Sorenson Impact Advisory

About Sorenson Impact Advisory

Sorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm committed to crafting tailored investment solutions that align with its clients’ mission-driven objectives. With a niche focus on sustainable and impact investing strategies, the firm serves a select clientele passionate about leveraging their financial assets to effect meaningful change. Drawing on extensive expertise in impact investing and wealth management, Sorenson Impact Advisory facilitates strategic investments spanning the philanthropic landscape and beyond, ensuring both financial returns and impactful legacy building for its clients.

About this Role

We are seeking an Investment Associate with 2-3 years of professional experience to join our team in Salt Lake City, UT. The successful candidate will work under the direction of the firm’s CIO and engage in a broad array of investment-related and business development tasks. Key duties include supporting due diligence of investment strategies, overseeing investment pipeline management, and creating client-facing materials. The role demands a proactive individual excited about contributing to the company’s growth through both investment and operational responsibilities.

Responsibilities

  • Assist with the due diligence of market-rate and catalytic impact investment strategies across various asset classes.
  • Oversee the organization of the Investment Team’s pipeline for new managers, including database maintenance and meeting follow-ups.
  • Produce investment briefs based on manager meetings and independent research.
  • Create client-facing materials, including quarterly market commentary and investment memos.
  • Execute ad hoc research projects, such as investment landscape mapping.
  • Prepare pitch decks and collateral for prospective clients.
  • Oversee the firm’s Addepar instance, performing data cleanup or system maintenance.
  • Compile key impact metrics across managers to generate individualized impact reports for clients.

Requirements

  • Undergraduate degree required.
  • 2-3 years professional experience in investment advisory, investment banking, or consulting.
  • Strong communication, time management, and organizational skills.
  • High level of honesty, integrity, and a strong sense of ownership.
  • Self-starter with the ability to meet deadlines and work independently with minimal oversight.
  • Comfortable communicating opinions verbally or in writing.
  • Ability to thrive in a demanding, dynamic environment.
  • Passion for mission-driven investing.
  • Proficiency in Microsoft Office Suite, with above-average Excel and PowerPoint skills.
  • Legally authorized to work in the U.S.
  • Based in or willing to relocate to Salt Lake City, UT.

Benefits

  • 401k with matching
  • Medical, dental, and vision insurance
  • Generous PTO policy
  • Discretionary bonus based on performance

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To apply for this job please visit www.linkedin.com.

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