Impact Analyst

Impact Analyst

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Ballentine Partners is looking for an enthusiastic Impact Analyst to join our growing investment team.

Responsibilities include:

• Work with and support impact research team to identify, analyze, and recommend impact investments Maintain database of manager and vehicle research Work to further impact reporting for chosen investment vehicles in client portfolios as well as firm-wide for UN PRI and Ballentine impact reports Communicate effectively with professional contacts, including investment managers and industry experts Prepare written research reports and make presentations to both internal and external constituencies Analyze the impact of macroeconomic trends/events on investment industries and client portfolios Understand multiple impact investing themes (examples include environment, renewable energy, diversity, equity) to implement across asset classes and client portfolios Provide research support in other asset classes as needed Other projects to support impact investing initiatives at the firm Develop technical expertise in investment software tools Other duties as assigned

The right candidate will be someone who has the following skills:

• Strong quantitative and analytical skills A passion for making investments that contribute to positive social and environmental outcomes

• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions) Can work both independently and in a team structure with a diverse group of people Can juggle and prioritize a variety of tasks daily Is highly organized with a very strong attention to detail Has strong communication skills, verbal and written Has excellent interpersonal & relationship skills including a positive and collegial attitude

A Bachelor’s Degree in economics, finance, mathematics, or a quantitative science is preferred.  Minimum of 1-2 years of experience in a similar role is preferred.  CFA designation or progress towards CFA designation preferred.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Impact Report and our Values page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $80,000.00 - $100,000.00 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

To apply please visit our career site here

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.