Impact Investment Analyst - Accounting Firm

Impact Investment Analyst

Support Investment Manager (IM) in building and maintaining a strong sourcing pipeline that includes:

- Build and maintain a strong network with entrepreneurs

- Analyze the fund, sector, and company exposure to date as an input to sourcing

- Screen and rank the pipeline to prioritize investment opportunities

- Share pipeline investment opportunities in monthly calls with Global Investment & Portfolio Manager

- Build and maintain strong partnerships with accelerators, impact investors, etc.

- Support IM in developing deals and converting them into investments

- Conduct financial analysis and build a financial model

- Prepare Investment Committee memo

- Engage third-party service providers relating to due diligence and deal execution

- Support IM with effective portfolio management

- Prepare Monthly Portfolio Review (Monthly PR)

- Maintain Salesforce database and update repayment status and financial and impact performance

- Participate in projects to improve investment and portfolio management process