Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide aligned investment strategies designed to meet both financial and impact objectives. We are fee-only, employee-owned, woman-led, and a certified B Corp. As a firm, we aim to create a better world for people and the planet, and we have a clear set of values to support that work. Our team, our strategies and our clients are all aligned in our intention and share this passion. We are a small team, so each role is uniquely important at our firm, and we never hesitate to support each other.
We are looking for an experienced Senior Investment Analyst to propel our sustainability-focused investment strategies to the next level. In this critical role, you will implement and advance our proprietary portfolio disciplines, with a special focus on integrating climate risks and opportunities into our actively managed fundamental public equity strategies. The role offers an opportunity to join our young and fast-growing firm and includes significant opportunities for thought leadership, potential firm ownership down the road, and being part of a team that’s creating real impact around climate change and social justice.
As a successful candidate, you are eager to put to work your exceptional analytical skills, accumulated knowledge around both the capital markets and the environment, and strong ability to communicate your ideas and analysis. You are curious about global events and trends, passionate about uncovering promising and impactful themes, and driven to use your expertise to make a difference in the world, particularly around mitigating the impacts of climate change.
KEY RESPONSIBILITIES
In the role of Senior Investment Analyst, you will:
WHAT IT TAKES
THE BENEFITS
We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth.
EQUAL EMPLOYMENT OPPORTUNITY
Our firm provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or any other status protected under applicable federal, state, or local law.
Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.