Intern: Impact & Mission Investing job in San Francisco

Intern: Impact & Mission Investing

SanFrancisco,CA. (REMOTE POSITION)

 Company Summary

Veris Wealth Partners is a leading impact wealth management firm. Founded in 2007, Veris serves individuals, families and foundations seeking market performance and social gain by aligning their wealth with their values. Veris delivers comprehensive wealth management, including investment management, trust and philanthropic strategies, with an emphasis on impact and sustainable investing.

Veris is a proud B Corp and Best for the World® Overall Honoree (2019, 2018, 2017, 2016, 2015, 2014, 2013).

Veris has offices in New York City; San Francisco, CA; Portsmouth, NH; and Boulder, CO. For more information, please visit our website: www.veriswp.com.

Position Summary

This position offers the opportunity to learn about Mission-related Investing (MRI) through research, collection, curation, and development. The position also offers the opportunity to learn and Gender Lens Investing (GLI) and the managers who participate in GLI through research and collection of data.

Working closely with the Chair and Founding Partner in all cases highlighting key Mission-related Investing (MRI) best practices, which may include any of the following:

Ø Research and identify current and historical Foundation regulatory bodies and key elements of regulations
Ø Research state specific regulatory statutes
Ø Define various non-profit entities
Ø Collect Foundation governance, investment management and consulting best practice resources
Ø Identify key Endowment and Foundation resources
Ø Work with the Chair to identify key topics and documents for an internal library
Ø Assist in the drafting of an MRI Investment Policy Statement (IPS) template
Ø Support the development of Foundation training outline and modules
Ø Contact GLI Asset Managers to collect and update their GLI data
Ø Conduct research to identify new GLI assets managers
Ø Prepare graphs and analysis of GLI data

Veris Wealth Partners is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

Expected internship date: May 2021 – July 2021 (exact dates are flexible)

Supervisory Responsibilities
o None

Knowledge, Skills, Abilities
Ø Understanding of financial markets preferred but not required
Ø Advanced knowledge of Microsoft Office, Word, Excel, Outlook, and Power Point
Ø Ability to work in a dynamic environment and be able to manage multiple tasks and responsibilities
Ø Excellent organizational, communication (oral and written) and computer skills
Ø Intellectual curiosity and a demonstrated ability to work collaboratively

Education and Experience
Ø Demonstrated interest in Mission-related Investing and social justice and equity
Ø Certification, Graduate or MBA program enrollment in finance, wealth management, financial planning or related field preferred

Physical and Mental Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The firm will provide reasonable accommodation as needed.
Ø Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this position, the employee is regularly required to sit, talk, hear, observe and type

Application Instructions
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with Veris / SF MRI Foundation Initiative Intern and your name written in the subject line. Resumes will be reviewed as received.