Investment Analyst – Align Impact

Title: Investment Analyst, Private Funds

Company: Align Impact, LLC

Location: Santa Monica, CA

Deadline: Applications will be reviewed on a rolling basis until July 19, 2021


The Role: 

The Private Funds Investment Analyst will work within the Investment Research team to support investment sourcing, due diligence and reporting efforts, primarily for private market funds. We are looking for an entry-level professional with familiarity or direct experience with impact and investment analysis, especially in private markets. A key component of this role is conducting deep due diligence on a wide set of opportunities, so a hunger for learning about various impact issues and how to address them with investment capital is paramount. 

As we grow, we are building a team of self-starters and independent specialists who will develop deep expertise in their domain areas and take responsibility for service delivery to a diverse range of impact-focused investors. We are looking for someone who is organized, communicative, intrinsically motivated, and passionate about applying their energy, time and brain power to address real world issues.


About The Company:

Launched in 2014, Align Impact is a female-led SEC registered investment advisor and certified B Corporation with $1.6 billion in assets under advisement. We specialize in creating and implementing impact investing strategies for family offices, foundations, and financial advisors to catalyze positive change across the world.

At Align, 100% of what we do is impact-focused. Align Impact was named one of the top 150 impactful companies in the Real Leaders Impact Awards alongside Tesla and Etsy.  We are a unique, cohesive team intentionally assembled with diverse backgrounds (lived in 20+ countries, speak 11 languages and counting) and expertise across asset classes and impact sectors. We keep the pulse on the most innovative financing to solve global and local issues, and design investment portfolios for clients to address those issues and align their capital with their values, without sacrificing investment return.

We are built on the belief that the world should work for all of humanity’s 7.8 billion people and the planet – and we believe private capital plays an integral role in getting there.

You are a great fit for our team if you are a natural builder with a keen eye for processing and synthesizing lots of information, and you are able to juggle many parallel processes at the same time. You thrive in a highly collaborative environment and are passionate about the role of capital in solving the greatest issues of our time.

Sound like a good fit? We’d love to hear from you!

Position responsibilities:

This Investment Analyst role is an entry level position with responsibilities including:

  • Conduct primary and secondary research on impact investment opportunities in private markets, including venture capital, private equity, debt and real asset funds.

  • Engage with fund managers from early stages to late stages of due diligence.

  • Prepare diligence reports and presentation materials.

  • Prepare financial and impact reporting for impact investments.

  • Source opportunities by attending online events and maintaining a network.

  • Conduct market research on broader impact themes.

  • Organize and maintain internal databases.

  • Support and improve processes for Align Investment Team research.

Core Values:

Finally, we believe that a successful candidate will embody and strongly believe our core values of:

  • Equality: We work passionately to serve individuals of great wealth and those that live at the base of the pyramid. We strive for diversity, equity, and inclusion across our staff and for those that ultimately benefit from our services.

  • Generosity and Humility: This spirit permits us to approach our work with genuine openness and allows us to be active listeners with our clients, colleagues and thought partners.

  • Excellence: We work hard and smart, hold ourselves to a high professional standard, and pride ourselves on our responsive follow through. Going above-and-beyond is the norm.

  • Teamwork: We know that we accomplish much more together than we could ever do alone. We trust our teammates, celebrate the wins together, and pick each other up when needed.

  • Leadership: We each take the initiative and proactively engage in making this a world class organization and catalyzing the impact investing ecosystem.

Position qualifications:

  • We believe the following skills, experience and attributes are necessary for a successful Investment Analyst:

    • Bachelor’s degree in a related field.

    • 1-2 years of professional experience in a related field.

    • Knowledge and familiarity with investment analysis.

    • Demonstrated passion for impact investing.

    • Energized by research and learning about new topics.

    • Excited by working independently in a fast-paced, dynamic environment.

    • Ability to multi-task and take ownership of processes and service delivery.

    • Enthusiasm for taking initiative.

    • Strong analytical and time management skills.

    • Self-reflective, committed to continuous improvement.

    • Eloquent in both verbal and written communications.

    • Authorized to work in the U.S. is a requirement for the position

Application Procedure

To apply, please send a cover letter, your CV, and a writing sample to with the job title as the subject of the e-mail. Applications will be reviewed on a rolling basis until July 19, 2021.


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