Impact Investment Research Intern job in New York City

Veris Wealth Partners is an impact wealth management firm founded in 2007. We exist because we
believe there is a rapidly growing interest from families and foundations wanting to align their investable
assets with their values. We serve individuals, multi-generational families and private foundations. As a
wealth management firm, Veris works with a client’s team of advisors to address often complex wealth
management, accounting/tax, family governance, estate planning, and legal issues.

Veris believes that superior investment performance and positive impact are complementary parts of a
holistic investment strategy. We help clients manage and preserve their wealth across generations by
investing in companies focused on sustainability and Environmental, Social and Governance (ESG)
principles. We believe companies committed to these practices can deliver competitive market
performance while mitigating risk for investors.

Veris is a proud B Corp, and Best for the World® Overall and Best for the World® Worker honoree.
Veris is a SEC Registered Investment Advisory Firm (RIA) owned by its nine partners.

Position Summary

This position offers the opportunity to learn about the rapidly changing area of Sustainable, Responsible and Impact Investing across all asset classes. Work closely with the Research Analyst and Director of Research on all aspects of investment research which may include any of the following:

• Attend weekly Investment Working Group and Investment Working Group Subcommittee meetings

• Update investment manager performance data

• Work with the research team on quarterly investment manager review

• Research thematic impact investment product scans • Assist research team with impact reporting

• Present one of the projects to the Investment Working Group

• Research and analyze various investment funds

Qualifications:

• The ideal candidate will be a Graduate or MBA student

• Demonstrated interest in Impact Investing and Capital Markets

• Outstanding skills in research including qualitative and quantitative analysis

• Understanding of financial markets preferred but not required

• Proficiency in Microsoft Office Suite

• Excellent oral and written communication skills

• Self-starter with desire to learn and contribute

Date: October 2019 – January 2020 (exact dates are flexible)

Application Instructions To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to Roraj Pradhananga, Research Analyst, via email rpradhananga@veriswp.com with Veris / NY Impact Investment Research Intern and your name written in the subject line. Resumes will be reviewed as received.