Associate, SASG
Summary / Objective
Avivar's Strategic Advisory Services Group (SASG) serves as the firm's front line in guiding clients through the design and implementation of impact investment strategies and portfolios. This group translates client goals into actionable plans, develops investment policies, and conducts landscape scans to identify investment opportunities and strategic impact investing partners for clients. SASG may at times be working in collaboration with clients' existing advisors to ensure seamless integration.
The group's work is deeply rooted in mission alignment and tailored to each client's unique objectives. Alongside other groups at Avivar, the SASG actively contributes to business development, field building, training, education, research and writing activities at the firm.Avivar is seeking a mission-aligned Associate who will report to the Vice President, SASG and be responsible for collaborating across all phases of the team's impact investment execution. TheAssociate plays an essential role in supporting the group to successfullydeliver and executeon the SASG'score role and responsibilities, contributing to the design and implementation of client impact investment opportunities by conductingmarket research, organizing and analyzing data, drafting deliverables, preparing client-facing materials, and supporting project execution across a range of client engagements.The Associate will work closely with the Vice President and other senior team members to help translate client goals into actionable recommendations,contribute to the development of strategy frameworks, as well as support landscape scans and due diligence activities.
The Associate should have demonstrated interest and experiences in client management, impact investment concepts, market research, qualitative and quantiative data analysis, project management, and training and mentoring of junior investment professionals.
Essential Functions and Responsibilities
• Support the design and implementation of impact investment strategies by conducting research, synthesizing information, and assisting in the preparation of client-facing materials.
• Assist in the development oflandscape scans to identify investment opportunities and strategic impact of investing partners, ensuring an understanding of each client's unique objectives.
• Assist with document review, data gathering and initial analysis, or due diligence processes.
• Collaborate with senior leadersto ensure seamless integration of advisory services and mission alignment.
• Coordinate internally across teams (i.e., Investments, Monitoring & Reporting) to help ensure smooth project execution.
• Efficiently assist with multiple projects and deliverables, ensuring on-time completion and adherence to Avivar'shigh standards across all client engagements.
• Support development of processes and recommendedworkflow improvements to enhance group and firm-wide effectiveness.
• Anticipate client questions and deliver thoughtful, mission-aligned responses that instill confidence and trust in meetings, as necessary.
• Actively contribute to business development, field building, training, education, and research and writing activities at Avivar.
• Contribute to ongoing refinement of Avivar products, services, marketing and communications, and internal systems.
• Represent Avivar Capital externally through marketing presentations, conferences and other business development opportunities.
• Uphold and model Avivar's values of integrity, trust, excellence, and humility in all internal and external interactions.
Desired Qualifications
Education
• Bachelor's Degree required. Graduate degree or comparable designation in finance, accounting, law or related field strongly preferred.
Years and Type of Experience
• Experience or familiarity with impact investing and non-profit organizations strongly preferred.
• Minimum of 3 years of investment, finance and/or accounting experience required, including people management experience.
• Experience supporting or leading investment due diligence across asset classes for funds, intermediaries, direct start-ups, nonprofit organizations and/or real estate projects.
• Experience leading portfolio monitoring and reporting activities across asset classes for funds, intermediaries, direct start-ups, nonprofit organizations and/or real estate projects.
• Experience completing investment research and/or landscape scans.
Finance / Accounting / Investment Knowledge
• Familiarity with transaction modeling, investment structuring and valuation analysis.
• Experience executing and managing research and translating data into strategic recommendations to inform decision making.
• Series 65 must be completed within 6 months of hire. A candidate may be exempted if he/she possesses a professional license or designation qualifying for an exemption per the SEC (i.e., a CFA).
Communication Skills
• Solid written and oral communication skills with the ability to synthesize information and produce clear materials.
• Experienced in client management / client service skills
Software Skills
• Working knowledge of Microsoft Excel skills and high proficiency with Microsoft products (i.e., SharePoint, Outlook, PowerPoint and Word).
Additional Skills and Characteristics
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Ability to take initiative and work proactively.
• Ability to learn quickly in a dynamic, team-based environment.
• Strong problem-solving analytic abilities.
• High attention to detail and highly organized.
• Ability to multitask and management multiple deadlines.
Supervisory Responsibilities
None.
Work Environment
Avivar Capital is currently a virtual operation with frequent online meetings and remote offices. The full team aims to gather in-person once per year, with project teams gathering periodically at client meetings and industry conferences.
Position Type and Hours of Work
Full-Time, Exempt. The position will report directly to the VP, SASG. The salary range for this position is $108,100 - $120,000 annually, commensurate with experience and qualifications.
Travel
Willingness to travel ~1 week/month, which may be more concentrated in certain seasons.
Physical Demands
Remaining in a seated position. Entering text or data into a computer or other machine by means of a traditional keyboard. Traditional keyboard refers to a panel of 10-keys used as the primary input device on a computer, typographic machine or 10-key numeric keypad.
Avivar's Strategic Advisory Services Group (SASG) serves as the firm's front line in guiding clients through the design and implementation of impact investment strategies and portfolios. This group translates client goals into actionable plans, develops investment policies, and conducts landscape scans to identify investment opportunities and strategic impact investing partners for clients. SASG may at times be working in collaboration with clients' existing advisors to ensure seamless integration.
The group's work is deeply rooted in mission alignment and tailored to each client's unique objectives. Alongside other groups at Avivar, the SASG actively contributes to business development, field building, training, education, research and writing activities at the firm.Avivar is seeking a mission-aligned Associate who will report to the Vice President, SASG and be responsible for collaborating across all phases of the team's impact investment execution. TheAssociate plays an essential role in supporting the group to successfullydeliver and executeon the SASG'score role and responsibilities, contributing to the design and implementation of client impact investment opportunities by conductingmarket research, organizing and analyzing data, drafting deliverables, preparing client-facing materials, and supporting project execution across a range of client engagements.The Associate will work closely with the Vice President and other senior team members to help translate client goals into actionable recommendations,contribute to the development of strategy frameworks, as well as support landscape scans and due diligence activities.
The Associate should have demonstrated interest and experiences in client management, impact investment concepts, market research, qualitative and quantiative data analysis, project management, and training and mentoring of junior investment professionals.
Essential Functions and Responsibilities
• Support the design and implementation of impact investment strategies by conducting research, synthesizing information, and assisting in the preparation of client-facing materials.
• Assist in the development oflandscape scans to identify investment opportunities and strategic impact of investing partners, ensuring an understanding of each client's unique objectives.
• Assist with document review, data gathering and initial analysis, or due diligence processes.
• Collaborate with senior leadersto ensure seamless integration of advisory services and mission alignment.
• Coordinate internally across teams (i.e., Investments, Monitoring & Reporting) to help ensure smooth project execution.
• Efficiently assist with multiple projects and deliverables, ensuring on-time completion and adherence to Avivar'shigh standards across all client engagements.
• Support development of processes and recommendedworkflow improvements to enhance group and firm-wide effectiveness.
• Anticipate client questions and deliver thoughtful, mission-aligned responses that instill confidence and trust in meetings, as necessary.
• Actively contribute to business development, field building, training, education, and research and writing activities at Avivar.
• Contribute to ongoing refinement of Avivar products, services, marketing and communications, and internal systems.
• Represent Avivar Capital externally through marketing presentations, conferences and other business development opportunities.
• Uphold and model Avivar's values of integrity, trust, excellence, and humility in all internal and external interactions.
Desired Qualifications
Education
• Bachelor's Degree required. Graduate degree or comparable designation in finance, accounting, law or related field strongly preferred.
Years and Type of Experience
• Experience or familiarity with impact investing and non-profit organizations strongly preferred.
• Minimum of 3 years of investment, finance and/or accounting experience required, including people management experience.
• Experience supporting or leading investment due diligence across asset classes for funds, intermediaries, direct start-ups, nonprofit organizations and/or real estate projects.
• Experience leading portfolio monitoring and reporting activities across asset classes for funds, intermediaries, direct start-ups, nonprofit organizations and/or real estate projects.
• Experience completing investment research and/or landscape scans.
Finance / Accounting / Investment Knowledge
• Familiarity with transaction modeling, investment structuring and valuation analysis.
• Experience executing and managing research and translating data into strategic recommendations to inform decision making.
• Series 65 must be completed within 6 months of hire. A candidate may be exempted if he/she possesses a professional license or designation qualifying for an exemption per the SEC (i.e., a CFA).
Communication Skills
• Solid written and oral communication skills with the ability to synthesize information and produce clear materials.
• Experienced in client management / client service skills
Software Skills
• Working knowledge of Microsoft Excel skills and high proficiency with Microsoft products (i.e., SharePoint, Outlook, PowerPoint and Word).
Additional Skills and Characteristics
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Ability to take initiative and work proactively.
• Ability to learn quickly in a dynamic, team-based environment.
• Strong problem-solving analytic abilities.
• High attention to detail and highly organized.
• Ability to multitask and management multiple deadlines.
Supervisory Responsibilities
None.
Work Environment
Avivar Capital is currently a virtual operation with frequent online meetings and remote offices. The full team aims to gather in-person once per year, with project teams gathering periodically at client meetings and industry conferences.
Position Type and Hours of Work
Full-Time, Exempt. The position will report directly to the VP, SASG. The salary range for this position is $108,100 - $120,000 annually, commensurate with experience and qualifications.
Travel
Willingness to travel ~1 week/month, which may be more concentrated in certain seasons.
Physical Demands
Remaining in a seated position. Entering text or data into a computer or other machine by means of a traditional keyboard. Traditional keyboard refers to a panel of 10-keys used as the primary input device on a computer, typographic machine or 10-key numeric keypad.