Impact Associate

Background

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized $500+ million of capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality. 

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments. 

CapShift ​works​ with many leading wealth management firms and donor advised fund providers, including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios.  

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.  

Summary

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 an Impact Associate to join our growing 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 growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and 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.  

Responsibilities

Client: Work closely with CapShift’s client leads to help deliver impact investing services to our clients: donor advised fund providers, financial advisors, family offices and foundations. This may will include reporting and data analysis, presentation development, campaign and marketing support, and ongoing customer service. 

Business Development: Support response and qualification of new inbound leads, and provide regular analysis of lead generation across the firm 

Data & Strategy: Support strategic data projects and desk research on impact areas (e.g., oceans, indigenous peoples) and other relevant topics. 

Special Projects: Work directly with the Board and Executive Team on special projects, as needed to meet the goals of a high growth team.Events: Work directly with CapShift leadership and business development teams to play a lead role in coordinating venues, food, and invitation management for our internal and external Boston-area events and beyond. 

People: Help organize internal virtual and in-person events and offsites, bringing creativity and enthusiasm to our team culture. Support our recruiting efforts through resume review, job posting, and new employee onboarding as needed.  

Office Manager: Create and manage a welcoming and productive virtual and physical office space for our teams, including welcoming guests and managing inbound calls to the company. 

Administrative: Support internal and external scheduling across the team and our clients, as well as other administrative support. 

Requirements

• • Internships or 1+ years of relevant work experience 

• • Extremely strong attention to detail and management of multiple complex projects on different timelines 

• • Extraordinary people skills and emotional intelligence to help build a high functioning team 

• • Strong customer service skills to provide a welcoming touch point for stakeholders engaging with CapShift 

• • Proactive, collaborative, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders 

• • Eager to work on many projects in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities  

• • Strong writing, Excel, and PowerPoint skills, and comfort with being trained to use CRM technology tools as core to the role 

• • Experience with Salesforce CRM a bonus (but not required) 

• • Preference for demonstrated commitment to our mission of social and environmental change 

• • Flexibility to work in person in West Newton, MA part-time at least 3 days a week, while being available 5 days a week to respond to urgent requests.

Compensation and Benefits

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company. 

How to Apply

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.  

Please submit your resume and a short cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — to the “Impact Associate” webform on our website.