Company Description: An independent, employee and family-owned advisory firm, Pathstone offers multigenerational families and nonprofit organizations strategic family office services and customized investment advice. 

Qualifications:  Bachelor's or progress towards a Bachelor's degree required. Demonstrated interest in environmental, social, or governance-related issues or impact investing. Prior experience in the wealth management industry is preferred. Solid computer skills and strong Microsoft Suite, particularly Excel, experience required. Excellent verbal and written communication skills required. Strong analytical and problem solving skills are also necessary. Being detail-oriented a must. 

Job Description: Will report to the Chair of the Impact Committee, and provide assistance to the Chair and the Client Advisor Team with writing and data management, as well as with administrative duties and special projects. May also entail assisting the Research Team with general research tasks. This position will focus on assisting by providing support portfolio analytics. Location preference includes Boston or Metro NYC(NJ), Candidate should have the ability to work remotely. 

Job Responsibilities: Responsible for contributing to communications and research related to ESG and Impact investment strategies. Support other members of the Client Advisor Team by assembling information and drafting client communications. Additional responsibilities may include assisting with the data collection and management related to ESG and Impact manager evaluation, and providing support to the Client Advisor Team and the Research Team as may be necessary.

 Job Type:    Full Time over a 10 week period

Days/Hours:  Monday-Friday 8:30am-5:00pm

Start Date:   Flexible