What are the responsibilities and job description for the Impact Investment Analyst position at Saint Paul & Minnesota Foundation?
OUR CULTURE Our collaborative, innovative and equity driven culture empowers our staff to grow through individual development opportunities, team retreats and cross-departmental partnerships. We continue to evolve our culture by attracting and retaining new talent with valuable experiences and insight. POSITION MISSION STATEMENT The Impact Investment Analyst will support the investment team in its management of a $20MM Mission Related Investment Program for the F. R. Bigelow Foundation and two new place-based impact investing options that are expected to launch in the second half of 2025. This position includes both investment and operational/administrative responsibilities. Primary responsibilities include document management, data collection, and coordinating with consultants and other constituents to produce internal and external reporting. Secondary responsibilities include providing other investment operations and administrative support as needed. ABOUT THE DEPARTMENT The Investments Team stewards the assets of the Saint Paul & Minnesota Foundation and its partners. This experienced team has deep expertise in asset management services for foundations, donors, and nonprofit organizations. The team works closely with investment committees, consultants, and professional asset managers to ensure the long-term growth of the Foundation and affiliates. PRIMARY RESPONSIBILITIES -Coordinating with the Foundation s external impact investing consultant to prepare quarterly reports and presentations. -Managing the internal recordkeeping of investment manager reports and correspondence. -Assisting with the preparation of regular summaries of investment manager reports and correspondence to support the investment team s ongoing monitoring process alongside the Foundation s external impact investing consultant. -Assisting with the documentation of investment manager meetings in a timely fashion to ensure institutional memory of key takeaways and support the annual audit. -Assisting with the collection and transmission of data and documents for audit purposes, such as alternative asset estimates, look back schedule, K1s, audit confirmation letters, and support for investment footnotes. -Participating in the onboarding and documentation of new investment managers and partnership investments. -Assisting senior members of the investment team with all aspects of project management, which includes tracking outstanding deliverables, ensuring the timely progression and completion of deliverables, coordinating with external impact investing consultant, and assisting with scheduling as needed. -Demonstration of Foundations core organizational values in performing all duties. SECONDARY RESPONSIBILITIES -Assisting in the day-to-day management of custodial bank relationships, including monthly reconciling of alternatives accounting and performance reporting, funding managers, capital calls, distributions, and terminations. -Assisting in monthly operational processes including portfolio transfers, cash management, and rebalancing as needed for the Foundation and affiliates. -Coordinating with Finance team and custodians to provide information for investment accounting. -Maintaining and enhancing the Investment Operations Manual. -Participating in communication with committee members, consultants, and investment managers as appropriate. -Answering Foundation staff questions as appropriate.