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Impact Research Analyst for Investment Advisor

Posted by: Tova

Posted date: Feb-07-2017

Location: Lincoln, MA

Job Title: Research Analyst, Impact Investing

Location: Lincoln, MA

Full/Part Time: FTE

Regular/Temporary: Regular


Athena Capital is seeking an Impact Investing focused investment professional to join its

research team. Athena has been an active impact investor for many years and is looking to

expand our team. Reporting to the co-heads of Research, the ideal candidate is an

individual who has a strong interest in the impact/ESG investing field, has two to three years

of professional experience in an investment role, not necessarily impact/ESG related, but

one that has provided a solid foundation of financial markets and/or due diligence across

asset classes or within a particular market segment.

Our Company:

Athena provides investment management, research and related services to high net worth

individuals and non-profit institutions with approximately $5.9 billion under management.

Importantly, Athena has a strong culture and seeks individuals who represent our core

values of Excellence, Passion, Integrity and Caring (EPIC). For additional information on

Athena, please visit

Job Duties and Responsibilities:

Depending on experience level, the candidate will have leading or supporting roles in the

due diligence and monitoring efforts of impact/ESG related investments. The universe of

investments will span asset classes from public equities and fixed income to alternatives but

depending on background, the analyst may focus more on certain market segments.

Projects will include contributing to in-depth analysis of specific impact issue areas in order

to explore the investment landscape and understand how impact capital can create positive

change. Additional ongoing responsibilities will include creating quarterly updates of

investments and the active management of a database of investment opportunities, recent

literature/articles, and industry contacts within the impact/ESG space. The analyst will also

play a supporting role in continuing to build out Athenas impact platform in terms of

internal processes and procedures.

Major responsibilities include:

Create investment write-ups and quarterly summaries on assigned funds

Support due diligence efforts of various investment opportunities

Manage database of impact investment opportunities, networks, organizations, and

literature, and maintain best practices to keep current

Contribute to in-depth assessments of topical impact issue areas to understand

investment landscape

Coordinate calls, visits, reviews, and database archives for assigned funds

Present findings and recommendations on existing holdings and new opportunities to

the CIO and Investment Committee


Flexibility to assist with internal projects and duties across Athenas research

platform as needed

Participate in daily market update meeting and news analysis


An undergraduate degree

Progress toward CFA or advanced degree is a plus, but not required

Investment management experience through internships and/or full time roles is a


Base of knowledge of and strong interest in the impact/ESG investment landscape

and financial markets in general

Strong communication skills, both written and verbal

Highly organized and proactive

Strong analytical skills

Computer skills, including Excel, MS-Access, PerTrac, Bloomberg

Willingness to travel as needed

Willingness to assist in all areas of a growing business as needed

Candidates must be eligible to work in the U.S.

Interested candidates should send resume, cover letter and salary requirements to with the title Impact Analyst. No phone calls please.

References and writing samples will eventually be requested from finalists in the interview


Athena Capital Advisors
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