Position Information

Impact Analyst


Impact investing expertise is an integral part of Swell’s value proposition. The impact team conducts quantitative and qualitative research to ensure the integrity of the Swell portfolios. Currently, we are searching for someone who has experience using financial and ESG data to make investment decisions to join Swell’s portfolio team.

As part of the portfolio team the Impact Analyst supports the firm’s impact goals by identifying, researching, developing, and testing strategies for impact investment decision support. Along with the specified responsibilities and competencies, we are looking for a self-motivated and detail-oriented individual who possesses a positive, “can do” attitude, works effectively as a team member in a collaborative environment and has a keen interest in leveraging qualitative and quantitative data to make investment decisions.

Once here you will:

  • Evaluate industries and individual companies on both quantitative financial and qualitative ESG/Impact performance.

  • Advise on the creation and evolution of portfolios with the portfolio team.

  • Closely monitor trends in the impact investing space, digesting information and data from a variety of sources and providing highlights to Swell’s team.

  • Create original content related to Swell’s impact themes and portfolio holdings for publication on Swell’s platform.

  • Help Swell build a high-quality network of sustainable, responsible and impact investing (SRI) advocates including investors, SRI researchers, journalists, NGOs and other stakeholders.

  • Work with a broader team to distill complicated financial language into simple, consumer-facing concepts.

  • Help represent Swell at conferences, trade shows, and public speaking events.

Position: Impact Analyst
Organization: Swell Investing LLC
Location: Santa Monica,  CA 
United States
Posting Start Date:
Date Posted: 11/2/2017


The ideal candidate:

  • 8 - 10 years of experience in equity and/or fixed income research with an impact &/or ESG lens.

  • Excels in market research and is comfortable with technical and fundamental equity analysis.

  • Expertise in equity and fixed Income instruments, portfolio strategies and benchmarks is preferred.

  • Has creative analytical skills and is capable of original thinking to synthesize potential investment theses and models.

  • Has excellent verbal and written communication skills; able to effectively communicate complex concepts to novice investors.

  • Has experience with quantitative equity analysis.

  • Has experience in a data-driven field with statistical modeling preferred.

  • Has a working knowledge of capital markets and investment management.

  • Desires to apply advanced analytics within an investment context.

  • Is a team player who has the ability to work collaboratively with investment professionals and other qual/quant impact investing analysts and software development teams.

  • Has an open and inquisitive mind willing to accept new ideas and challenge existing assumptions.

  • Self-motivated, detail-oriented and proactive; able to take ownership of projects from start to finish and work in a fast-paced environment.

To apply, please send your résumé, cover letter, and answers to the Pop Quiz to careers@swellinvesting.com 


Pop Quiz

  • Describe your investment research methodology.

  • What does impact investing mean to you? Why is it personally meaningful?

Status: This listing expires on: 12/17/2017
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Organization Information
Swell Investing LLC

Santa Monica,  CA 90401
United States
Melissa Little