What are the responsibilities and job description for the Impact Investment Analyst position at Laird Norton Wetherby?
LOCATION: SAN FRANCISCO, CA OR SEATTLE, WA
Laird Norton Wetherby (LNW) is seeking a full-time Impact Investment Analyst to join our team.
Nature of the Role
As part of the 10-person Investment Team, the Impact Investment Analyst position supports the Chief Impact Officer; Chief Investment Officer; Director, Private Equity Strategies; Portfolio Management & Investment Committee (PMIC); as well as our clients and internal client facing professionals. This position combines investment research, asset allocation, and portfolio/risk management skills, with a focus on researching and underwriting private impact investment strategies (i.e., impact private equity, venture capital, etc.) as well as impact-first, catalytic investment strategies across alternative asset classes. The Analyst is expected to source and diligence impact investment strategy ideas, monitor existing portfolio investments, maintain domain expertise in the private impact markets, build and maintain strong relationships within the impact investing industry, contribute to portfolio and risk management efforts, and work closely with Client Service colleagues and external clients.
Your Role and Responsibilities & Skills and Attributes
- Source and lead the diligence of impact private investment strategies which may be new to portfolios, or upgrades to existing investments, with a focus on thematic impact investing opportunities.
- Conduct and complete searches and due diligence on a timely basis. Searches will include analyzing and forming opinions on both the quantitative and qualitative aspects of investment firms’ strategies and the firms that manage them. Searches and idea generation will come from identifying and utilizing the proper databases and analytical tools as well as the Investment Analyst’s industry relationships.
- Evaluate how private capital managers integrate environmental, social and governance considerations in their investment processes and, for thematic impact strategies, how they report on impact outputs and outcomes.
- Shepherd investment recommendations through the due diligence process ending with presenting a formal recommendation to the PMIC.
- Build and maintain strong relationships with third party asset managers and as well as LNW’s network of industry contacts.
- Research and maintain a continuous understanding of relevant asset class dynamics and be a contributor to the firm’s asset allocation, portfolio construction, risk management and capital market update processes.
- In partnership with the Director, Private Equity Strategies, develop a clear, understandable process for decision-making within private markets, supported by relevant and maintainable indicators.
- In partnership with the Director, Private Equity Strategies, produce and maintain updated expected return estimates for private markets.
- In partnership with the Director, Private Equity Strategies, monitor the current macroeconomic environment, near-term trends, and asset class metrics including fundamentals, valuation, sentiment and liquidity factors.
- Provide formal firm-wide quarterly reviews (written and verbal) of investment performance and attribution for the Investment Analyst’s coverage universe and contribute to as well as the Investment Team’s macro-economic updates.
- Participate in client meetings as requested.
- Create internal investment communication and client-friendly investment-related publications as needed.
- Participate in PMIC meetings as needed in support of specific conversations.
More About You
- Have at least 7 years of relevant experience in the private capital markets and in impact investing and manager research/capital allocation, with a relevant industry network
- Display excellent organizational, analytical, critical thinking, communication and social skills, and take immediate ownership of your work
- Ability to work with others and resourcefulness in navigating an organization
- Possess a strong work ethic and are a standout colleague
- Exhibit intellectual curiosity
- Strong presentation skills and comfort with client-facing interactions
- Demonstrate proficiency of Microsoft Office suite (with an emphasis on Excel)
- Experience with Morningstar Direct, Bloomberg, Evestment, Preqin, Cobalt is a plus
- Strong computing skills and the ability to parse, process, and analyze large datasets
- Experience with programming languages, databases and tools; knowledge of Python is a plus
- Higher degree, i.e. MBA or similar, or participation in CFA program is a plus
Compensation and Benefits
We provide a competitive salary commensurate with your experience and skills and offer an annual bonus program based on company and individual success, business development incentives and company equity opportunities. The hiring salary range for this position is $175,000 to $225,000, depending on location and experience. The salary range applies to the current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location.
We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here.
Our Team
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.
About Us
Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.
Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world.
LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com.
Additional Information
Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).
*As of 1/12/2026
Salary : $175,000 - $225,000