Full-time internship, Summer 2026 with option to start Spring 2026 and/or extend to Fall 2026 and beyond
Posted 4 days ago
Are you a graduate student passionate about the power of investing to change the world?
We are seeking a dynamic, values-driven Fellow to join our Client Team.
CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.
All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization.
Responsibilities
Support institutionalizing client best practices across the CapShift team through designing and codifying client onboarding templates, training materials, collateral and process guides
Lead development of new technology dashboards to track client engagement metrics
Help prepare analytical tools and presentation materials for client meetings
Make recommendations to improve our client onboarding process and reporting capabilities
Contribute to client strategy at a high growth startup company, including technology, market research, marketing, sales, and client experience
Qualifications
Current graduate student or young professional with 3+ years of work experience in investment analysis, consulting, or quantitative analysis
Demonstrated interest or experience in responsible or impact investing
A passion for delivering value for clients while aligning financial returns with societal impact
Demonstrated familiarity or interest with public fund managers, private funds (equity, debt, real assets), direct investments and philanthropic capital
Expertise in investment sourcing, screening, analysis, and presentation of operational, financial and impact factors of an investment
Familiarity in reading company or fund financial statements
Rigor and attention to detail
Strong communication and interpersonal skills
Fit with working in a high growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
Advanced MS Excel and PowerPoint skills required with preference for experience with Salesforce, and other common investment analysis tools
Advanced or Undergraduate degree in Finance, Sustainability, Economics, Business, or equivalent preferred
The Fellow will be involved in sourcing, qualifying, and conducting impact, operational, and financial due diligence as well as ad-hoc research for external clients and/or internal purposes. The Fellow will be exposed to the full spectrum of impact investments, from market rate public and private funds to impact-first recoverable grants. The candidate will report to the Managing Director, Impact Investments and will be an integral member of the team.
How to apply Please submit your resume and a cover letter on our website. The cover letter should be less than 500 words total and directly answers only the two prompts below:
Outline one or two projects/tasks you have completed in your career that you believe have set you up well for this role?
Provide an example of an impact investing opportunity and explain: Why is this an impact investment? Why are you interested in this sector? What are some of the risks and opportunities? Why is this opportunity exciting to you?
How do you use AI tools in your daily tasks to be more efficient while also keeping a human-in-the-loop approach?
Applications will be reviewed on a rolling basis. The deadline to apply is
Sunday, February 28th .
Applicants must be legally authorized to work in the United States. Sponsorship or transfer of U.S. work authorization is not available for this role at this time.
Compensation:
The weekly rate for this position is $1,200/week ($30 an hour, no overtime).
CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply. #J-18808-Ljbffr
Posted 4 days ago
Are you a graduate student passionate about the power of investing to change the world?
We are seeking a dynamic, values-driven Fellow to join our Client Team.
CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.
All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization.
Responsibilities
Support institutionalizing client best practices across the CapShift team through designing and codifying client onboarding templates, training materials, collateral and process guides
Lead development of new technology dashboards to track client engagement metrics
Help prepare analytical tools and presentation materials for client meetings
Make recommendations to improve our client onboarding process and reporting capabilities
Contribute to client strategy at a high growth startup company, including technology, market research, marketing, sales, and client experience
Qualifications
Current graduate student or young professional with 3+ years of work experience in investment analysis, consulting, or quantitative analysis
Demonstrated interest or experience in responsible or impact investing
A passion for delivering value for clients while aligning financial returns with societal impact
Demonstrated familiarity or interest with public fund managers, private funds (equity, debt, real assets), direct investments and philanthropic capital
Expertise in investment sourcing, screening, analysis, and presentation of operational, financial and impact factors of an investment
Familiarity in reading company or fund financial statements
Rigor and attention to detail
Strong communication and interpersonal skills
Fit with working in a high growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
Advanced MS Excel and PowerPoint skills required with preference for experience with Salesforce, and other common investment analysis tools
Advanced or Undergraduate degree in Finance, Sustainability, Economics, Business, or equivalent preferred
The Fellow will be involved in sourcing, qualifying, and conducting impact, operational, and financial due diligence as well as ad-hoc research for external clients and/or internal purposes. The Fellow will be exposed to the full spectrum of impact investments, from market rate public and private funds to impact-first recoverable grants. The candidate will report to the Managing Director, Impact Investments and will be an integral member of the team.
How to apply Please submit your resume and a cover letter on our website. The cover letter should be less than 500 words total and directly answers only the two prompts below:
Outline one or two projects/tasks you have completed in your career that you believe have set you up well for this role?
Provide an example of an impact investing opportunity and explain: Why is this an impact investment? Why are you interested in this sector? What are some of the risks and opportunities? Why is this opportunity exciting to you?
How do you use AI tools in your daily tasks to be more efficient while also keeping a human-in-the-loop approach?
Applications will be reviewed on a rolling basis. The deadline to apply is
Sunday, February 28th .
Applicants must be legally authorized to work in the United States. Sponsorship or transfer of U.S. work authorization is not available for this role at this time.
Compensation:
The weekly rate for this position is $1,200/week ($30 an hour, no overtime).
CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply. #J-18808-Ljbffr