Impact Investment Analyst Job Description [Updated for 2025]

In the era of sustainable development, the role of impact investment analysts has never been more critical.

As global consciousness towards social and environmental issues grows, so does the demand for skilled professionals who can navigate, enhance, and protect our impact investing landscape.

But let’s delve deeper: What’s actually expected from an impact investment analyst?

Whether you are:

• A job seeker trying to understand the core of this role,
• A hiring manager drafting the perfect candidate profile,
• Or simply interested in the nuances of impact investing,

You’ve come to the right place.

Today, we present a customizable impact investment analyst job description template, designed for seamless posting on job boards or career sites.

Let’s dive in.

Impact Investment Analyst Duties and Responsibilities

Impact Investment Analysts play a crucial role in assessing the potential of investments to generate positive social and environmental impact alongside financial returns.

They are involved in both the evaluation and monitoring of these investments, and work with a variety of stakeholders including investors, entrepreneurs, and social organizations.

Their duties and responsibilities include:

• Researching and evaluating potential investment opportunities and their potential for social and environmental impact.
• Developing and implementing due diligence processes for potential investments.
• Assessing the financial performance of impact investments and portfolios.
• Monitoring and reporting on the social and environmental impact of investments.
• Developing and maintaining relationships with investors, entrepreneurs, and other stakeholders in the impact investing field.
• Staying informed about trends and developments in the impact investing field.
• Assisting in the preparation of presentations and reports for clients and stakeholders.
• Developing tools and methods for measuring and reporting on the impact of investments.
• Participating in impact investing networks and events to build relationships and share knowledge.
• Providing support in deal structuring and negotiation processes.

 

Impact Investment Analyst Job Description Template

Job Brief

We are seeking a dedicated and analytical Impact Investment Analyst to join our team.

The successful candidate will be responsible for reviewing and analyzing investment opportunities that generate both financial returns and positive social or environmental impacts.

Responsibilities will include sourcing new deals, conducting due diligence, building financial models, and preparing investment recommendations.

We are looking for individuals with a strong understanding of impact investing, excellent analytical skills, and a passion for creating social and environmental change.

 

Responsibilities

• Identify and assess potential investment opportunities that have a positive social and environmental impact
• Conduct financial analysis and build financial models
• Perform due diligence on potential investments
• Prepare investment recommendations and present to senior management
• Monitor the performance of portfolio investments
• Conduct research on industry trends and developments in impact investing
• Assist in fundraising activities and investor relations
• Work closely with investees to monitor and support the achievement of impact goals

 

Qualifications

• Proven experience as an Investment Analyst or similar role
• Strong understanding of impact investing and ESG factors
• Excellent financial modeling and analysis skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Outstanding presentation and reporting skills
• Strong research abilities and problem-solving skills
• Ability to work independently and as part of a team
• Bachelor’s degree in Finance, Economics, or related field

 

Benefits

• 401(k) plan with company match
• Comprehensive health insurance
• Dental and vision insurance
• Generous paid time off policy
• Opportunity to work on impactful projects
• Professional development opportunities

 

Additional Information

• Job Title: Impact Investment Analyst
• Work Environment: Office setting with flexibility for remote work. Some travel may be required for due diligence and site visits.
• Reporting Structure: Reports to the Director of Investments.
• Salary: Salary is competitive and commensurate with experience and qualifications.
• Pay Range: $75,000 minimum to $120,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does an Impact Investment Analyst Do?

Impact Investment Analysts typically work for investment firms, private equity firms, or financial services companies.

They can also work as independent consultants.

Their job is to analyze and evaluate potential investments for their social and environmental impact alongside their financial returns.

They are responsible for developing and implementing strategies to ensure that investments contribute to positive social and environmental outcomes.

Impact Investment Analysts work closely with other financial analysts and investment managers to conduct financial analysis and due diligence.

This may involve analyzing financial statements, business plans, and market trends.

They also play a crucial role in preparing impact reports, which detail the social and environmental outcomes of investments.

These reports are critical for investors who want to ensure their investments are making a positive impact on society and the environment.

Furthermore, they may also be involved in investor relations, communicating with potential investors about the benefits and risks of impact investments, and keeping existing investors informed about the performance of their investments.

Overall, the role of an Impact Investment Analyst involves balancing the desire for financial returns with the goal of making a positive contribution to society and the environment.

 

Impact Investment Analyst Qualifications and Skills

An Impact Investment Analyst should possess a unique mix of financial acumen, analytic skills, and a deep understanding of social and environmental issues.

The ideal candidate should have:

• Strong analytical skills to evaluate the financial performance of investments and assess their potential impact.
• Understanding of various investment strategies and financial products to provide optimal solutions tailored to social and environmental goals.
• Excellent communication skills to clearly articulate investment strategies and impact to stakeholders and clients.
• Proficiency in financial modeling and other quantitative methods to evaluate investment opportunities and risks.
• Knowledge of social and environmental issues to better understand the impact of investments.
• Ability to conduct thorough due diligence on potential investment opportunities and craft insightful investment recommendations.
• Research skills to stay updated with the latest trends in impact investing and social entrepreneurship.
• Teamwork and interpersonal skills to work effectively with a diverse team of colleagues, clients, and stakeholders.
• Experience in ESG (Environmental, Social, and Governance) investing would be a plus.

 

Impact Investment Analyst Experience Requirements

Entry-level Impact Investment Analysts typically require 1 to 2 years of experience in a related field such as finance, economics, or business.

This experience often comes from internships, part-time roles, or entry-level positions in investment firms or financial institutions.

Candidates looking for these roles are usually expected to have a strong understanding of financial analysis and modelling, as well as a demonstrated interest in social and environmental issues.

Professionals with 3 to 5 years of experience often have a more advanced understanding of the impact investment landscape.

They might have experience in portfolio management, financial risk assessment, or have participated in the development of impact investment strategies.

Those with over 5 years of experience in impact investment typically have leadership experience and a proven track record of managing investment portfolios.

They may also have experience in liaising with external stakeholders, and demonstrating the social and environmental impact of investments.

They are generally well-prepared for senior analyst or managerial roles within impact investment firms.

 

Impact Investment Analyst Education and Training Requirements

Impact Investment Analysts typically have a bachelor’s degree in finance, economics, business, or a related field.

They should possess a strong understanding of financial markets and investment strategies.

Knowledge of environmental, social and governance (ESG) issues is also important, as these factors often play a key role in impact investing.

Many employers prefer candidates who have a master’s degree in business administration (MBA) or finance.

This advanced education can provide deeper knowledge of financial analysis, strategic planning, and investment theory, all of which are critical in the impact investing field.

While not always required, professional certification such as Chartered Financial Analyst (CFA) or Certified Impact Investing Practitioner (CIIP) can enhance an analyst’s credentials.

Experience in the non-profit sector or in social entrepreneurship can be beneficial, as these experiences can provide a practical understanding of the social and environmental issues that impact investing seeks to address.

Continuing education is also important in this role due to the evolving nature of impact investing and ESG issues.

This might involve attending industry conferences, participating in professional development courses, or keeping up-to-date with the latest research and trends in the field.

 

Impact Investment Analyst Salary Expectations

An Impact Investment Analyst earns an average salary of $76,000 (USD) per year.

However, this figure can greatly vary depending on factors such as the years of experience, educational background, geographical location, and the specific organization they work for.

 

Impact Investment Analyst Job Description FAQs

What skills does an Impact Investment Analyst need?

An Impact Investment Analyst should possess strong analytical skills to assess the financial performance of investments.

They should be able to understand and interpret financial data and predict trends.

They also need excellent communication and interpersonal skills to liaise with clients and stakeholders.

Knowledge of sustainable development and a keen interest in social and environmental issues is also essential.

 

Do Impact Investment Analysts need a degree?

Yes, a bachelor’s degree in finance, economics, or a related field is typically required.

However, many employers prefer candidates with a Master’s degree in Business Administration (MBA) or similar.

A strong understanding of financial markets and models is essential, and experience or knowledge in sustainable development or related fields is highly desirable.

 

What should you look for in an Impact Investment Analyst resume?

In addition to the required education, look for experience in financial analysis, preferably in investment banking or similar roles.

Proficiency in financial modeling and valuation techniques is a must.

The candidate should also demonstrate an understanding of sustainable development and impact investing.

Certifications like the Chartered Financial Analyst (CFA) designation can also be beneficial.

 

What qualities make a good Impact Investment Analyst?

A good Impact Investment Analyst has a passion for making a difference and a strong understanding of financial markets.

They should be detail-oriented to accurately analyze financial data and have strong decision-making skills.

Excellent communication is important for presenting findings and recommendations to clients.

They should also be comfortable working in a fast-paced environment and be able to manage multiple projects at once.

 

Is it difficult to hire Impact Investment Analysts?

It can be challenging to find candidates who combine strong financial analytical skills with a passion for sustainable development.

Impact investing is a niche field, so the talent pool may be smaller than for more traditional financial roles.

However, as awareness and interest in social and environmental responsibility grow, more finance professionals are seeking opportunities in this area.

 

Conclusion

And there we have it.

Today, we’ve unveiled the true essence of being an impact investment analyst.

Surprised?

It’s not all about crunching numbers.

It’s about shaping the future of sustainable finance, one investment at a time.

With our ready-made impact investment analyst job description template and real-world examples, you’re fully equipped to make your move.

But why stop there?

Venture further with our job description generator. It’s your ideal ally for crafting exacting job listings or perfecting your resume to a tee.

Remember:

Every investment decision plays a crucial role in the grand scheme of things.

Let’s shape that future. Together.

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