Office Operations Associate

Clean Yield Asset Management is an SEC-registered investment advisory firm working exclusively with social investors. Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns. Our hallmark is working closely with our clients to ensure that we are responsive to their unique financial requirements and personal values.

Social investors recognize that every financial transaction has social implications as well as monetary ones. While traditional investing is aimed exclusively at maximizing financial value, social investing takes account of both financial and social bottom lines. Socially responsible investing can be a catalyst for positive social change or merely a way to help the investor sleep better at night.

In its ideal, SRI is investing that does not exploit human, environmental, or capital resources, but rather directs financial resources for positive social benefit.

In recent years, the SRI field has been grouped into 4 broad activities:

1. Screening: avoidance and positive
2. Community and social-venture investing
3. Shareowner proxy activism / corporate engagement
4. Public-policy advocacy

At Clean Yield, we are committed both to maximizing financial return and promoting a better society, and, at minimum, avoiding social and environmental harm. We are engaged in all 4 activities.

Position Overview: 

Clean Yield Asset Management is looking for a skilled Office Operations Associate who seeks to use her/his education and experience to make a difference in the world and create exceptional social impact through investment.

The Office Operations Associate is the first line of contact for most calls and initial inquiries coming into Clean Yield Office S/he is the primary administrative, recordkeeping and general infrastructure person for client accounts. In addition, this person will do the general bookkeeping for Clean Yield itself. This person works closely with the Managing Director to ensure smooth day-to-day operations and account duties related to the ongoing growth of the firm.

Qualifications:

We seek a talented and values driven individual with skills/background/education in the areas of accounting, office operations and systems management The successful candidate will have:

1. at a minimum a bachelors degree, preferably with a concentration in finance;
2. at least 1-3 years of relevant experience; and
3. strong computer literacy.

We also are looking for the right combination of high energy, overall intellect, collaborative mindset, and sharp attention to detail. This position will fully utilize your diverse set of skills and project management talents, while immersing you in the worthy mission and business leadership of Clean Yield Asset Management.

To Apply: 

Please apply by email.