Investment Associate, AIM

About Accion Impact Management:

Accion Impact Management is Accion's platform for impact investments in financial inclusion leveraging third-party capital. Accion Impact Management manages Accion Ventures and Accion Digital Transformation and is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). It is staffed by a team of investment professionals, working to harness the capital markets to provide high-quality and affordable financial services to people who are currently excluded from the financial system. More at https://accion.org/accionimpactmanagement.

Position Summary:

AIM is seeking an Investment Associate to join the team as a key contributor supporting fund platform activities, strategic initiatives and corporate analysis and presentations. This role provides broad exposure to all aspects of AIM's investment work, including strategic projects, internal operations, investor presentations, management presentations and crossteam strategic projects. The ideal candidate is highly organized, analytical, an excellent communicator, and comfortable working across diverse stakeholders in a fastpaced, missiondriven environment. This is a fulltime position with growth opportunities for high performers.

Primary Responsibilities:

Collect and analyze data across funds, fund performance and overall investment platform analysis. Analyze corporate performance metrics across funds to support strategic planning.
• Market and sector research, financial analysis, and preparing presentations.
• Translate complex financial data into clear, actionable insights, creating dashboards, presentations, and briefing notes.
• Prepare monthly/quarterly portfolio analytics, dashboards, and reporting packages for senior leadership or board committees. .
• Support investorfacing materials (portfolio summaries, performance narratives, risk updates).
• Flag unusual patterns or anomalies for review.
• Monitor macroeconomic trends, market events, regulatory changes, and industry developments that impact the fund's portfolio.
• Collaborate with the leadership team on strategic initiatives, including development of the AIM strategy by gathering inputs, synthesizing information, and creating highquality decks and presentations.
• Proactively identify opportunities to improve operational processes, communications, reporting, and crossteam coordination.
• Support strategies for effective communication, knowledge sharing, and stakeholder engagement across the AIM team.
• Provide operational and analytical support to AIM's President, the Chief Investment Officer, and Deputy Chief Investment Officer.
• Support the team in the analysis, research and presentations for new investment entity in Singapore, and for likely new fintech, impact investment vehicle in East Asia & Pacific.

Position Qualifications:

• Bachelor's degree in a relevant field. Masters degree preferred.
• 5 years of relevant experience, ideally in investment management, impact investing, operations, or project management role.
• Strong working knowledge of data gathering and analysis withing investing.
• Exceptional organizational and project management skills, with the ability to manage multiple priorities and deliver highquality work with limited guidance.
• Strong analytical, problemsolving, and criticalthinking abilities; proven ability to rapidly analyze diverse information.
• Excellent verbal and written communication skills, including the ability to develop compelling presentations and reports.
• Strong interpersonal skills and the ability to work effectively with stakeholders at all levels, including senior leadership.
• High degree of discretion, judgment, and political acumen when working with sensitive information and highlevel internal and external partners.
• Advanced proficiency in Microsoft Office Suite, especially PowerPoint and Excel.
• Ability to adapt, innovate, and thrive in a dynamic, missiondriven environment.
• Solution-oriented mindset with the ability to work independently and proactively.

Travel Requirement:

• There may be some travel required (less than 10%).

Compensation and Benefits

• Salary Range: $70K- $90K
• The above salary range serves as a general guideline. Accion considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, training, skills, location, current market conditions as well as internal pay alignment.
• AIM provides a total compensation package, including base salary, discretionary merit-based bonus, and a variety of benefits including health insurance (90% employer funded), life and disability insurance, retirement plans (up to 6% employer match), paid holidays and paid time-off for vacation plus personal days as well as sick days.

Applicants for this position must be currently authorized to work in the United States. AIM is not sponsoring applicants for work visas at this time, nor applicants requiring other forms of employment work authorization.

AIM is an equal opportunity employer. We are committed to a diverse and inclusive workplace culture. AIM seeks qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, change of sex or transgender status, or any other basis protected by law. AIM is committed to providing reasonable accommodations to applicants with disabilities.