Institutional Client Relationships Associate

How To Apply:

Resume and cover letter, including salary requirements must be submitted to be considered for this position. Please note that any applicants that do not include salary requirements will not be considered. Please forward your resume and cover letter to:

Domini Impact Investments LLC is currently seeking a qualified candidate to join our team in New York City.

Who we are:

Domini Impact Investments LLC is a women-led SEC registered investment adviser specializing exclusively in impact investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. We apply social, environmental, and governance standards to all our investments, believing they help identify opportunities to provide strong financial rewards to our fund shareholders while also helping to create a more just and sustainable economic system.

About the role:

The Institutional Client Relationships Associate is a multi-faceted member of the institutional client relationship and operations team responsible for leading Domini’s institutional outreach and relationship management. The associate will serve as an ambassador for the firm and the Domini brand with institutional investors, advisors and peer firms and work to represent the firm’s work via impact reporting and reporting on fund performance, research, and operations. This work will also include managing requests from Domini’s institutional clients, assisting on tasks related to product development, and working on development of opportunities and strategic partnerships.

Life in a small firm requires a willingness to take on any task that needs completion to insure firm and project success. These tasks range from micro (i.e. conference bookings, travel arrangements) to macro (champion of new projects and initiatives). This requires a passion for engaging in new challenges and roles, as well as fulfilling the basic duties crucial to achieving strong results and best-in-class branding.

What you’ll do:

This position entails assisting on the varies facets of institutional relationship management, including quarterly, annual, and ad hoc requests for information and materials, creation of materials to report on fund performance and impact, responses to opportunities, presentations, and meeting coordination from institutional clients or prospective clients, including financial advisors, due diligence teams, and relationship managers. The position will report to the Institutional Client Relationship Associate and will work with her and the executive team to coordinate on client requests and sales presentations and opportunities but will also work with the research and engagement teams to report on their processes.

Responsibilities include:

  • Work in conjunction with the Institutional Sales Associate to ensure client satisfaction through regular calls and meetings.
  • Representation of Domini at industry events and conferences, as well as in presentations and meetings with clients.
  • Tracking of client relationships via email, meetings and database. 
  • Elaboration of marketing presentations and quarterly and annual update presentations. 
  • Work on preparing monthly and quarterly requests for information (“RFIs”) and due diligence questionnaires (“DDQs”) to accurately reflect Domini’s products, services and strengths. 
  • Responses to request for Proposals (RFP) from prospective clients and other opportunities. 
  • Work with subject matter experts to develop responses to questions and to create impact reporting materials. 
  • Being available for ad hoc project and administrative work as needed.

Our ideal candidate:

Skills and Abilities

  • Effective oral and written communication skills, including presenting, editing and proofreading.

  • Strong project management skills and keen attention to detail and follow-through.

  • An understanding of institutional investors and financial markets, as well as expertise in ESG issues and a knowledge of the impact investing landscape and marketplace.

  • Ability to work both independently and as part of a team.

  • Adaptability and willingness to learn new skills and tasks as needed.

  • Interest in working in a mission-driven environment is a plus.

Education and Experience

  • Bachelor’s degree required.

  • Work experience, especially with institutional investors and with the financial services industry preferred, as is demonstrated experience with relationship management.

What we offer:

  • Competitive salary commensurate with experience

  • Medical benefits and 401k

  • Opportunities for growth within the firm and industry 

Check the background of DSIL Investment Services LLC and its investment professionals on FINRA's BrokerCheck. Before investing, consider the Domini Funds’ investment objectives, risks, charges, and expenses. View or order a prospectus. Read it carefully.

DSIL Investment Services LLC (DSILD) distributor, Member FINRA.

Domini Impact Investments LLC (Domini) is the Funds’ investment manager. The Funds are subadvised by unaffiliated entities.

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