Drive impactful investing as an Investment Associate at TREC/Tapestry Community Capital from anywhere remotely. Your role will involve transaction management, reporting, and facilitating client interactions.
Tapestry, a leader in social impact investment, seeks a full time Investment Associate. You will support the Impact Investment team by managing client reporting, processing applications, and ensuring smooth communication with stakeholders. This person will help promote community bonds and further Tapestry’s mission.
Key Responsibilities:
• Update and create investment reports for clients
• Process membership forms and investment documents
• Handle incoming communications from clients and investors
• Track client memberships and manage financial distributions
• Support yield distribution processes as needed
Requirements:
• 1–3 years of experience in transaction management
• Degree in finance, bookkeeping, or relevant field
• Excellent organizational and prioritization capabilities
• Experience in direct customer service
• Solid attention to detail and data management skills
Leverage your financial expertise and passion for community initiatives to impact through Tapestry's cutting-edge investment strategies.
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📌 Investment Associate Remote Role At Tapestry Ontario
🏢 GoodWork Environmental Jobs
📍 Ontario
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