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Laird Norton Wetherby · 1 day ago

Impact Management & Communications Specialist

Seattle, Washington, United States

Full-time

Hybrid

Senior Level

$150K/yr - $200K/yr

7+ years exp

Laird Norton Wetherby (LNW) is seeking a full-time Impact Management & Communications Specialist to join their team. This role focuses on impact measurement, management, and reporting while collaborating with various teams to enhance client understanding of both financial and impact outcomes of their portfolios.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Develop strategic vision for evolving the firm's impact measurement and management (IMM) approach and classification framework

Coordinate collection, management, and analysis of fund manager impact data (quantitative and qualitative) leveraging AI wherever possible

Manage annual manager impact survey process, analyze trends, and deliver data-driven insights leveraging AI wherever possible

Lead efforts to assess, engage with and measure progress over time of fund managers across impact dimensions

Monitor impact and impact risks during diligence and throughout portfolio lifecycle

Research and maintain understanding of emerging IMM best practices and frameworks (IRIS+, IMP, BIA, IFC Principles) and regulatory developments

Develop relationships with data providers and analytics software platforms (Clarity AI, YourStake, MSCI)

Design and implement impact measurement frameworks aligned with client objectives and industry standards

Lead development of the firm's annual impact report, including content strategy and design

Oversee the production of quarterly impact investment profiles, leveraging AI wherever possible

Produce custom client impact reports, leveraging AI wherever possible

Translate technical impact data into accessible, high-quality insights and engaging narratives for clients and stakeholders

Create educational materials, webinars, and presentations on impact investing topics

Visualize impact data using tools like Power BI to enhance client understanding

Ensure reporting aligns with client values, goals, and theory of change frameworks

Support thought leadership through articles, white papers, and conference participation

Collaborate with marketing & communications to elevate the firm’s impact brand and voice

Join client meetings to present impact reports and explain methodologies

Conduct client education sessions on impact investing trends and opportunities

Tailor communications to clients at different stages of their impact journey

Support client advisors with training materials and conversation frameworks

Collaborate with relationship managers to identify impact investing opportunities

Address client questions and concerns regarding impact measurement and reporting

Own and manage the firm’s impact data infrastructure, including databases, dashboards, and reporting tools

Ensure data integrity, consistency, and accessibility across teams and systems

Partner with IT and analytics teams to improve data workflows and automation

Track and report on internal impact KPIs and portfolio-level metrics

Support ad hoc data requests and analyses for investment and client teams

Qualification

Impact measurementData analysisClient communicationsImpact reportingMicrosoft OfficePower BIImpact investing knowledgeAnalytical mindsetPresentation skillsCollaborationProject management

Required

7-10 years of relevant experience in impact measurement, evaluation, management and reporting

Demonstrate passion for and experience in impact investing

Knowledge of impact investing market, including major fund managers and measurement frameworks

Understanding of impact investing strategies

Proficiency in financial analysis and portfolio management concepts

Demonstrate interest in investment management and manager research and due diligence

Strong presentation skills and comfort with client-facing interactions

Exceptional written and verbal communication skills with ability to translate complex concepts for diverse audiences

Collaborative approach with ability to work effectively across different functions

Display excellent organizational, communication and social skills, and take immediate ownership of your work

Demonstrate proficiency of Microsoft Office suite (with an emphasis on Excel)

Strong quantitative skills with experience in data analysis and visualization tools (Excel, PowerBI)

Exhibit intellectual curiosity

Have a strong work ethic and team orientation

Possess an analytical mindset with attention to detail and accuracy

Demonstrate project management skills with ability to manage multiple priorities and deadlines

Preferred

Experience with IMM frameworks such as the Impact Management Project, IRIS+, B Impact Assessment, IFC's Operating Principles for Impact Management, etc

Familiarity with IMM systems and software tools (e.g., Clarity AI, YourStake, MSCI, etc.)

Experience with Morningstar Direct, Bloomberg, Addepar, eVestment

Experience with data analytics and relational databases and/or data visualization tools (e.g., Power BI)

Experience with client reporting platforms and CRM systems (Salesforce in particular)