Senior Investments Analyst

About Tides

Tides is a nonprofit and philanthropic organization committed to advancing social justice.  We work across the social sector to shift power to communities of color and other groups historically denied power. 

Centering equity and justice in everything we do, we collaborate in deep partnership with movement leaders, nonprofits, donors, foundations, and corporations to amplify the impact of their work by providing services like fiscal sponsorship, donor advised funds, grant making, and a variety of innovative solutions. Learn more at tides.org.

Position Summary 

The Senior Investment Analyst will provide key client management support in partnership with the VP, Impact Investing. The Sr. Investments Analyst will work directly with the VP, Impact Investing and other team members to serve clients with complex financial planning and impact investment needs and grow the Investments team strategies and offerings. The Senior Investment Analyst will also participate in the longer term cross functional projects to continually enhance the impact investment offerings and client experience. This role will drive impact and foster a culture that is grounded in Justice, Equity, Inclusion & Diversity (JEDI) and Tides core values – Future Focused, Accountability, Respect, Transparency and Collaboration. 

Essential Duties and Responsibilities 

• Regularly provide information about Tides impact investment services and solutions to new and existing clients.
• Maintain and evolve the impact investment roadmap to ensure progress based on learnings.
• Participate in the development of new investment clients and discuss investment products and services, investment strategies, investment performance, risk profiles and review of market conditions.
• Evaluate the performance of investments and make timely changes to a portfolio due to cash flows, rebalancing, guideline changes to meet investment client objectives.
• Develop and present long-term capital sufficiency analyses based on client goals, current financial data, inflation and investment assumptions.
• Maintain a current awareness of new impact investment strategies and instruments through regular investment research.
• Leverage landscape analysis to identify leading impact investment trends and recommend alterations or enhancements to Tides investments products and services.
• Contribute to the continuous improvement of investment screening processes with a particular focus on impact investments
• Regularly interact with clients regarding transactions, such as asset transfers and account opening procedures, researching client inquiries and conducting quarterly performance reviews.
• Provide client account onboarding and structuring.
• Partner with the VP, Impact Investing to prepare Board materials and summaries or for other client meetings.
• Work closely with internal operations teams to document procedures and support process improvement efforts including streamlining workstreams, data collection, data management, knowledge management, onboarding and training of new clients.
• Support ongoing efforts to optimize the client experience.
• Drive, evaluate and facilitate process improvement projects across cross-functional teams including Finance/Accounting, Marketing, Client Services, Strategic Partnerships, Legal, and Information Technology.

Knowledge, Skills, and Abilities 

• Passionate about Tides’ mission, vision, approach and values.
• Strong knowledge of investment products, services, basic investment/accounting concepts and terminology like IRR, TWR, distributed capital, performance benchmarking, cash flows, etc.
• Knowledge of direct investing and complex solution-making through investment policies, procedures and strategies.
• Knowledge of the impact investing field, strategies and approaches a plus.
• Ability to deal with ambiguity, vagueness, and complexity. Highly autonomous and emotionally intelligent.
• Ability to improve the end-user experience, working with business stakeholders, and thrive on the challenge of solving complex business problems in a fast-paced, rapidly growing organization.
• A self-starter with the ability to anticipate needs and act ahead of direct guidance in a fast-paced environment.
• A problem-solver - eager to optimize projects and processes for overall business operational efficiency.
• Ability to be resourceful, proactive, reliable, trustworthy, and assertive when necessary.
• Attention to detail, dedication to accuracy and a “no task is too small” mentality.

Education and Work Experience 

• 5 - 8 years of combined work experience in impact investing, wealth management, investment advisory, asset management, financial services or socially focused enterprise
• 5 - 8 years of demonstrated experience in client facing roles.
• BA/BS degree or the equivalent combination of education and experience or background in Finance/Investments related field / quantitative field preferred.
• Experience using MS Office Suite to manipulate data, validate and visually represent information for presentations.
• Experience with other tools including general documenting tools like Word, PowerPoint, and Google Sheets/Docs/Slides.
• Prior experience or ability to learn and manage cloud software like Addepar, Salesforce, and NetSuite.
• Experience with quantitative data management.
• CFA, CFP, CAIA distinction is a plus.

Compensation 

Tides is committed to providing a competitive compensation package. We value pay equity and account for factors such as your location within the U.S., your skills and your relevant experience, and we will not ask for your salary history. Your starting salary will fall into one of three ranges, depending on your location:

• National market: $95,300 - $119,100 (Most U.S. states)
• Moderate market: $103,900 - $129,900 (Boston, Chicago, Los Angeles, and D.C. metro areas) 
• High market: $114,400 - $143,000 (New York City and San Francisco metro areas)

Please note the above geographic areas are examples and not a complete list. Our talent acquisition team will review your application and confirm your placement within this structure at the beginning of the interview process.

Application Instructions

Please submit your resume and a thoughtful cover letter. Your cover letter should express why you’re a great candidate for this role, and your motivation for joining our team at Tides.

Application Deadline: Thursday, September 19, 2024 at 11:59pm Eastern Standard Time

Life at Tides

Working at Tides connects you with world-class teammates, enduring relationships, and an inspired sense of purpose - while our employee benefits support our team’s talent and well-being. Our hybrid work model supports staff who are based all across the United States, in addition to maintaining our offices in New York & San Francisco.

Equal Employment Opportunity

We look forward to reviewing applications from all qualified jobseekers. We strongly encourage applications from women, people of color, and bilingual and bicultural individuals, as well as members of the LGBTQIA+ communities. No applicant will be discriminated against because of their race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions. Pursuant to the San Francisco Fair Chance Ordinance, we encourage and will consider qualified applicants with arrest and conviction records.

Applicants with Disabilities

Reasonable accommodations will be made so that all who are interested may participate in our interview process. If you are in need of an accommodation, please advise in writing at the time you apply.