Impact Management & Communications Specialist
ImpactAlpha Inc., Seattle, Washington, us, 98127
About Laird Norton Wetherby
Laird Norton Wetherby (LNW) has been providing specialized wealth management services for over five decades, catering to the needs of exceptional families and individuals. As both a Registered Investment Advisor (RIA) and a trust company, LNW offers a full spectrum of wealth and legacy planning, investment management, and trust and estate services. The firm is dedicated to advancing the aspirations and long-term, multigenerational financial ambitions of its clients. With offices in key cities across the U.S., including Seattle, San Francisco, New York, Los Angeles, and Philadelphia, along with an affiliate trust company in South Dakota, LNW serves clients nationwide. LNW is majority-owned by Laird Norton Company, one of the longest-standing family enterprises in the United States, as well as by active employees. The firm’s commitment to an inclusive and diverse workplace helps foster a supportive environment where all employees are encouraged to bring their full, authentic selves. This diversity drives deeper relationships with clients and the community. LNW stands as an equal opportunity employer, adhering to non-discriminatory practices in all facets of employment.
About this Role Laird Norton Wetherby is in search of a dynamic Impact Management & Communications Specialist to enhance their impact measurement and communication efforts. This key position reports to the Chief Impact Officer and collaborates across various departments including Investment Analysis, Marketing, and Business Development. The role underscores the integration of impact management, strategic communication, and data-driven insights to foster LNW’s reputation as a leader in impact investing. By evolving the firm’s impact measurement frameworks and crafting compelling narratives, the Specialist will assist clients in understanding the financial and impact outcomes of their portfolios. The role requires adept handling of data operations and client education to support and communicate LNW’s impactful investment initiatives.
Responsibilities
Develop strategic vision for the evolution of the firm’s impact measurement framework.
Coordinate collection and management of fund manager impact data using AI tools.
Manage annual manager impact surveys, analyze trends, and provide insights.
Monitor impact risks during diligence and portfolio lifecycle.
Research emerging impact measurement best practices and regulatory developments.
Lead the development of the firm’s annual impact report and quarterly investment profiles.
Produce custom client impact reports and create educational content on impact investing.
Engage with clients, present reports, and conduct education sessions.
Manage the firm’s impact data infrastructure and ensure data integrity.
Requirements
7-10 years of experience in impact measurement and management.
Strong passion for and experience in impact investing.
Knowledge of major impact investment market frameworks.
Proficiency in financial analysis and portfolio management.
Excellent organizational and communication skills.
Familiarity with IMM systems and data visualization tools like Power BI.
Experience with CRM systems such as Salesforce.
Benefits
Competitive salary with an annual bonus program.
Equity opportunities and rewards for business development.
Comprehensive medical, dental, and vision coverage.
Generous paid time off and flexible work hours.
Educational reimbursement and 401(k) plan.
A diverse and inclusive work environment.
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About this Role Laird Norton Wetherby is in search of a dynamic Impact Management & Communications Specialist to enhance their impact measurement and communication efforts. This key position reports to the Chief Impact Officer and collaborates across various departments including Investment Analysis, Marketing, and Business Development. The role underscores the integration of impact management, strategic communication, and data-driven insights to foster LNW’s reputation as a leader in impact investing. By evolving the firm’s impact measurement frameworks and crafting compelling narratives, the Specialist will assist clients in understanding the financial and impact outcomes of their portfolios. The role requires adept handling of data operations and client education to support and communicate LNW’s impactful investment initiatives.
Responsibilities
Develop strategic vision for the evolution of the firm’s impact measurement framework.
Coordinate collection and management of fund manager impact data using AI tools.
Manage annual manager impact surveys, analyze trends, and provide insights.
Monitor impact risks during diligence and portfolio lifecycle.
Research emerging impact measurement best practices and regulatory developments.
Lead the development of the firm’s annual impact report and quarterly investment profiles.
Produce custom client impact reports and create educational content on impact investing.
Engage with clients, present reports, and conduct education sessions.
Manage the firm’s impact data infrastructure and ensure data integrity.
Requirements
7-10 years of experience in impact measurement and management.
Strong passion for and experience in impact investing.
Knowledge of major impact investment market frameworks.
Proficiency in financial analysis and portfolio management.
Excellent organizational and communication skills.
Familiarity with IMM systems and data visualization tools like Power BI.
Experience with CRM systems such as Salesforce.
Benefits
Competitive salary with an annual bonus program.
Equity opportunities and rewards for business development.
Comprehensive medical, dental, and vision coverage.
Generous paid time off and flexible work hours.
Educational reimbursement and 401(k) plan.
A diverse and inclusive work environment.
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