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Investment agent - Impact Investments:The Beacon FundJob description:
Investment agent - Impact Investmentsat The Beacon Fund in Denver, COAbout the JobThe Beacon Fund is seeking a skilled, highly motivated, and entrepreneurial individual to join its growing team as an Investment Principal.Our Commitment to Diversity, Equity, Inclusion and Belonging We are committed to embedding diversity, equity, and inclusion all over the organization to foster an environment where all associates THRIVE and belong. We do this by creating: » a culture committed to continuous learning that recognizes and values differences » an environment of respect and connection to lgain from the richness of identities, practices, and perspectives » fair access for all to opportunities for growth and advancement About the Position The Investment agent will provide leadership abilities and flexible support across Beacon's funding areas: » Closely collaborate with the initiative directors of the Beacon Fund and lead/co-lead the connected investment work to fulfill the mission of The Beacon Fund. » Source lead the due diligence for, and monitor investment opportunities - both direct and fund opportunities - that align with the Beacon Fund's initiatives. Investment opportunities are expected to span all asset classes and may be targeting concessionary returns or market rates of return. Quantitative and qualitative analysis will be required. » Identify impact metrics to measure and monitor the social impact of the investments in the Beacon Fund portfolio. » Collaborate with departments and other families within the family office eco-system to execute priorities and provide coordinated support to the leadership abilities of the Beacon Fund. » Effectively manage workflow and processes with Beacon's leadership abilities through clear communication that is simple, effective, and customized. » Ensure a positive practice for family members through superior customer service; be proactive in anticipating needs and provide accurate, timely resolution of issues when they arise. » Provide leadership abilities on investment approach, strategy, and processes, working closely with leadership abilities and team members to devise solutions that draw on practice within the team and across the family office eco-system. » Manage other investment projects and assignments as requested by The Beacon Fund's Managing Director or the initiative directors. Team Building and Operations Support » Contribute to the effective operations and processes of our lean team to continuously ensure our resources and processes align with our ambitions. » Contribute to Beacon's culture by actively and thoughtfully incorporating our values and principles all over our work. » Coordinate with individuals across the family office to support efficient and effective execution of Beacon programs, including Communications, Legal, Investments, Operations, and others. QualificationsQualifications required for your success:» 5+ years of impact investment practice at a social impact fund, investment bank, commercial bank, consulting firm, or investment manager. » Bachelor's degree » Advanced Microsoft Excel and PowerPoint expertise Additional Preferred Qualifications that would support your success: » MBA or CFA preferred » Entrepreneurial (or intrapreneurial) practice, taking and managing connected risks and working in early-stage companies » expertise of, or at least demonstrated interest in, the impact areas of immigration, food access, and education/workforce development. » Exceptional quantitative and analytical expertise » Excellent written and oral communication expertise » Proven expertise at organization and time management » Client service orientation » availability to travel Personal attributes that support your success » A trusted advisor to family clients, colleagues and consultants who exhibits humility, integrity, and exercises sound judgment » Relentless in the pursuit of excellence and continuous improvement; has a proven background enhancing processes, systems, and platforms to increase operational efficiency » Comfort and excitement working in lean teams and in collaboration with others » A passion to serve in a way that demonstrates respect and care for family and staff, exceeds expectations and has fun along the way » capability to create and nurture a network of experts across all aspects of the family office who can provide insights and ideas that will help ensure organization remains a world class family office. » Comfortable working in a family-directed environment and working directly with principals » Service oriented, with an aptitude for giving and receiving feedback to guide family members and to serve as a trusted advisor » Action-oriented and entrepreneurial, can work well independently and in teams » capability to handle confidential issues and practice discretion » Down-to-earth approach with a good sense of humor » Intellectual agility and the capability to analyze, think critically, and understand varied areas of interest; flexible and adaptable » Unquestionable ethics and personal integrity » capability to creatively problem solve with energy and optimism All offers of employment are contingent on your prosperous completion (where permitted by state law) of a confidentiality agreement, background check, credit check, drug screen and verification of being fully vaccinated for COVID-19. Vaccination exemptions as a reasonable accommodation for a qualified discapability or sincerely held religious belief can be discussed at the time of an offer. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work. Benefits Information Compensation Range: $175k Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401 (k) retirement plan and paid time off. To applyEmail resume to Jeff Beilstein - jbeilstein@tennisongrp.comThe Beacon FundThe Beacon Fund invests in expanding people's opportunity to thrive. We focus on positive social change by removing systemic barriers to success for individuals and their communities. located in Denver, Beacon achieves its purpose through three primary initiatives:1) Career and post-secondary success 2) Immigrant advocacy and integration 3) Nutrition and food access Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investments, and advocacy support. A core set of beliefs guide our work: the power of partnership; humility in knowing that we do not have all the answers; respect for individuals to discover and engage in building a lifestyle of their choice; and an openness to adapt to ever-changing needs and to new ways of creating positive change. Skills:
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