Investment Associate

About this position

Investment Associate
 

Job Description 

Tapestry is looking for a diligent and results-driven associate to assist the Impact Investment team with transaction management, client management and reporting.   

This role will suit individuals who are organized and are quick learners, as we are a small team that manages multiple streams. We are also looking for a client-focused individual with experience in business communications. This role will work closely with the Impact Investing Lead and current Impact Investing Associate.  We are cross-functional and highly collaborative by design, and the role will have many touchpoints with the entire team and our clients.
 
What you will be doing: 

• Create and update reporting for clients, as well as stakeholders within Tapestry.
• Process membership forms and investment applications
• Generate and arrange for delivery of investment paperwork and approvals to investors and intermediaries, as require
• Meet or exceed customer service standards in managing emails, telephone calls and communications from clients and investors
• Process tax forms for our clients and members
• Assist with yield distributions for members/investors of our clients on a pre- determined schedule using Tapestry's infrastructure
• Track memberships and investments for our clients using prescribed reporting templates and create new tools as required 
• Export and manipulate reports for our clients upon their request with an appropriate turnaround time
• Manage investments in projects by:
• Tracking interest earned on current investments
• Coordinating further investment or repayment of interest/principle as directed
• Following up to ensure funds are dispersed as directed and keep in-house documentation and tracking up to date and secure

Required to have: 

• 1-3 years’ experience in an operations / transaction management
• Degree in bookkeeping, accounting, finance, business administration, or applicable experience
• Excellent organizational, time management and prioritization skills
• Ability to follow established protocols, but demonstrate flexibility to adapt to interruptions
• Experience in one-on-one customer service
• Experience creating reports in Excel for distribution to customers/stakeholders
• Experience working with database software, and/or accounting software
• Diligence and strong attention to detail
• Experience working in a highly regulated environment
• Data management, numeracy, and math skills

Awesome to have: 

• Accounting, finance, or bookkeeping designation
• Knowledge of social enterprise and social finance
• Experience with payments systems and transaction management
• Experience with coordinating couriers, picking up and processing inbound and outbound mail
• Experience with scanning documents and digital filing by client and topic, ensuring proper naming protocol is being followed
• Bilingual (English with some level of written/oral French proficiency)

Compensation and Benefits: 
 

• Competitive Annual Salary: $55,000 - $60,000, based on experience.
• Flexible Work Environment: Enjoy a remote-first approach with the option to work from home, our Toronto head office, or a paid membership to a co-working space in your community.
• Generous Time Off: 3 weeks of paid vacation, plus an additional two-week winter holiday office closure. Half-day Fridays during July and August and your birthday as an extra paid holiday.
• Comprehensive Health Coverage: Extended health benefits including paramedical, dental, and vision care.
• Financial Perks: RRSP matching plan, and reimbursements for 50% of home internet and 80% of cell phone expenses.
• Professional Growth: Participate in shaping the growth of a unique, impactful organization, and receive support for continuous learning and career development

 

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