Position:
Lead Investment Analyst Contractor
Location:
Remote - U.S.
Website:
Job Category:
Application Deadline:
Monday, April 10, 2023
About Just Futures
Just Futures is a start-up founded in 2022 to deliver financial solutions that support a Just Transition to a regenerative economy. Our vision imagines a financial system that creates value for people, communities, and planet—not just a privileged few. We have two primary strategies as part of our initial effort towards this goal. The first is connecting retirement savings with transformative social change, beginning with offering a values-driven 401(k) plan. The second is building the infrastructure that will bring investing in a Just Transition to a broader audience.
We are a people of color-owned and gender diverse investment firm, incorporated as a public benefit corporation. We are committed to at least 30% non-dilutable ownership reserved for nonprofit and social movement organizations that are creating a Just Transition to a regenerative economy. This means that organizations who are focused on building economic systems that prioritize people and the planet are part of the ownership, governance, and management of Just Futures.
Just Futures is seeking a Lead Investment Analyst to join the team in a contractor role to help lead its effort to transform delivery of financial services to nonprofit organizations and promote the tenets of Just Transition investing.
We are looking for a unique individual with the analytic and operational acumen, as well as social imagination, needed to build novel financial solutions for organizations that foster societal change.
We strongly encourage women, people of color, and individuals who identify as part of the lesbian, gay, bisexual, transgender, and/or queer communities to express interest in this opportunity.
Responsibilities
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Aid in the design and development of investment servicing model
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Work closely on the development of a Just Transition integrated capital fund, conduct client management, and coordinate with all stakeholders
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Manage the measurement and tracking of financial and impact metrics for all client accounts
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Actively engage with internal and external stakeholders, providing key quantitative and qualitative insights on client accounts and activities
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Engage with clients regarding all aspects of their Just Futures relationship
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Support the administration of client recordkeeping and reporting needs
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Conduct due diligence on companies, industries, funds, projects, organizations, etc. by researching, reading financial statements and market data, communications, press, and more
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Analyze financial information relating to specific companies, e.g. company results, profit and loss, balance sheet, and cash flow statements
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Draft and compose research reports for investment manager or client use
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Ensure adherence to all applicable compliance and regulatory frameworks
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Support management with research, analysis, and presentation materials to address client questions and areas of interest
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Other duties needed to achieve the goals of this contractual project.
Qualifications
The ideal candidate for this assignment will possess most, if not all, of the following qualifications and competencies:
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Basic understanding of principles of investment accounting (fund unitization, debt accrual, income projection)
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Series 65 certified (or equivalent) or ready to take the licensing exam within 3 months of starting the role
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An appreciation and aptitude for operational process creation, implementation, and improvement
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Ability to communicate complex investment topics to clients with limited investment knowledge, both verbally and written
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Personable, responsive, and engaging, with a client-first mindset
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Organizational skills needed to plan, organize, and execute projects and tasks independently and on deadline
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Self-starter mindset; does not wait to be told what to do next
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Comfortable with technical tools (or learning them) ranging from Google Suite to investment management software
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Baseline critical perspective on how the current extractive financial system has catalyzed massive racial wealth inequality and environmental destruction, and an interest in growing your political analysis
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Strong commitment to transforming the financial system to one based in cooperation, collective ownership, and democracy.
For Consideration
- This contract assignment is remote; contractor must be located within the United States and have access to a reliable internet connection to apply.
- This position works directly with the CEO of Just Futures.
- This is a contract of approximately one year.
- The hourly rate payable for this opportunity is $45.00 per hour.
To express your interest in this opportunity, please submit your resume and a letter of interest to [email protected] with “[Your First and Last Name] Letter of Interest for Lead Investment Analyst Contractor” indicated in the subject line. In your letter of interest, please share why you’re interested in this opportunity and give an example of past professional experience that is relevant to the qualifications listed above.
We will reach out to individuals selected for follow-up on a rolling basis until April 10th.
The selection process may include phone screen discussions, candidate exercises (no more than 1 hour), Zoom discussions, and reference checks. Individuals under consideration are welcome to ask for alternative arrangements where needed; we will do our best to accommodate your requests.
