ImpactAssets

Financial Planning and Analysis

• Own and manage the client and firm investment reporting pipeline, ensuring quality/timely reports for cyclical and ad-hoc deliverables.
• Develop and deploy advanced reporting deliverables leveraging functionality in Addepar (ImpactAssets’ investment management system), such as investment performance reporting, dashboards, templates, and custom views for both internal and external stakeholders.
• Ensure accurate representation of varied investment structures within reporting outputs.
• Serve as the escalation point for standard and complex reporting, applying deep technical and analytical expertise to solve new and existing challenges.
• Advise on investment reporting best practices and advanced use cases.
• Build and maintain strong relationships with internal and external stakeholders, understanding their unique needs, to improve team efficiency and capability through reporting.
• Develop service level agreements (SLAs) for the investment reporting function in collaboration with stakeholders, taking full ownership of stakeholder relationships by ensuring expectations mutually agreed, understood, and met.
• Provide proactive, responsive support to stakeholders, maintaining a high standard of professionalism in all interactions.
• Solicit and incorporate stakeholder feedback to enhance reporting processes, templates, and delivery methods.
• Enhance and expand the front-office investment reporting portal, increasing functionality, analytical depth, and client adoption.
• Build, test, and maintain reporting templates, attributes, and dashboards, with a focus on alternative asset data and complex portfolios.
• Train colleagues on self-service reporting capabilities, promoting organizational efficiency and firm wide data fluency.
• Drive initiatives to automate recurring processes, reducing manual intervention and error risk.
• Design and implement reporting workflows that balance efficiency with quality control, especially in handling complex investment data.
• Establish standards and best practices for data governance within reporting outputs.
• Evaluate new reporting or changes to reporting that would generate value for stakeholders.
• Serve as the back-up for operations systems administration.
• Lead reporting-related workstreams within larger systems or data projects; as well as support system implementation & systems integration data needs.
• Identify system gaps and collaborate with technology teams and vendors to design solutions that improve reporting accuracy and scalability.

Senior Analyst, Investment Reporting

Human Resources

• Serve as the main HR point of contact for assigned teams, providing comprehensive support on HR areas (except for benefits and payroll - we have a team member managing this!).
• Lead HR processes for your assigned teams including performance, promotions, employee relations, onboarding, offboarding, and training and development.
• Play a key role in implementing new HR initiatives, including a new performance and culture system and supporting change management and adoption.
• Partner with managers to anticipate people needs and design creative, risk-balanced solutions for organizational growth, succession planning, and employee communications.
• Use HR data and analytics to identify trends, improve retention, and increase engagement and belonging.
• Reinforce organizational values through participation in key culture initiatives (e.g., Culture & Connection Council, in-person team offsites).
• Collaborate cross-functionally on HR projects and organizational development initiatives.
• Support inclusion and belonging efforts across teams and programs.

HR Business Partner

Affiliate Manager

• Serve as the main HR point of contact for assigned teams, providing comprehensive support on HR areas (except for benefits and payroll - we have a team member managing this!)
• Lead HR processes for your assigned teams including performance, promotions, employee relations, onboarding, offboarding, and training and development.
• Play a key role in implementing new HR initiatives, including a new performance and culture system and supporting change management and adoption.
• Partner with managers to anticipate people needs and design creative, risk-balanced solutions for organizational growth, succession planning, and employee communications.
• Use HR data and analytics to identify trends, improve retention, and increase engagement and belonging.
• Reinforce organizational values through participation in key culture initiatives (e.g., Culture & Connection Council, in-person team offsites).
• Collaborate cross-functionally on HR projects and organizational development initiatives.
• Support inclusion and belonging efforts across teams and programs.

People Partner / HR Business Partner

Operations

• This 6 month, temporary, remote full-time position plays a crucial role in supporting the smooth and efficient operation of our Donor Advised Fund program. Responsibilities include multiple operational functions such as grant processing, new account opening and incoming contribution processing, transaction entry and approval, and ensuring the quality and integrity of our donor advised fund data. This temporary role will support the work of current core team members during a particularly busy time. Candidates must be US-based and be able to work Eastern Time Zone hours of 9 am - 5:30 pm ET.
• Donor Advised Fund Administration:
• Ensure contributions and new accounts are set up and reviewed/approved within service level agreement timelines
• Use attention to detail and logic to ensure transactional data quality
• Support grant due diligence, electronic verification, and approval, as needed
• Enter, review and approve various transaction types
• Ensure proper instrument pricing for stock donations
• Ensure daily donor advised fund account values are updated and accurate
• Track account liquidity and identify transactions for processing through data feeds
• Utilize ticket management system for timely and transparent processing of all responsibilities
• Use judgement to escalate issues and requests appropriately
• Other:
• Provide excellent customer service via phone and email, as needed
• Work cross-functionally with teams such as Client Engagement to ensure smooth operations and communication throughout the client life cycle
• Other ad hoc duties as required

Senior Analyst, Investment Reporting

HR Business Partner

People Partner / HR Business Partner

Senior Associate, DAF Operations