Job Information

University of Utah Senior Associate, Impact Investing in Salt Lake City, Utah


Open Date 03/18/2022

Requisition Number PRN29799B

Job Title Financial Management Analyst

Working Title Senior Associate, Impact Investing

Job Grade F

FLSA Code Administrative

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

VP Area Academic Affairs

Department 01691 - Sorenson Impact Center

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range Dependent upon experience, anticipated to be $55,000 - $75,000

Close Date

Open Until Filled Yes

Job Summary

Come, use your analytical, strategic and finance skills to invest in a more equitable and sustainable future! The Impact Investing team at Sorenson Impact Center manages the impact investing activities of high net worth families and manages several dedicated impact funds. We seek out the best impact entrepreneurs, analyze their business, structure venture investments to catalyze their growth, and support them as they scale. We integrate students into this process as part of training the next generation of impact investors. We are seeking a dynamic and passionate Senior Associate to join our growing team.


At the Sorenson Impact Center ( , we envision a thriving world where all people are valued, communities prosper, and the measured impact of actions guides decision making. Housed at theUniversity of Utah David Eccles School of Business ( , we create global impact by combining impact investing & innovative finance, data science, policy entrepreneurship, community engagement, and impact storytelling. We translate inspiration into impact and help social entrepreneurs and organization articulate, measure, and expand their impact. As part of its mission to train future impact leaders, the Center integrates academic programming and experiential learning into each of its practice areas including in the operations of our own impact investing practice and fund, and in the management of an outside fund. In addition, the Center hosts one of the largest and most recognized covenings and collaboration opportunities in the impact space, the annual Sorenson Winter Innovation Summit.


The Senior Associate on the Impact Investing team contributes to the investment activities across multiple funds. This position is responsible for managing our deal flow pipeline, providing strategic business model analysis, financial analysis, and team support. The Senior Associate also coordinates, supervises, and trains student teams on investment analysis and assures quality of Investment Committee presentation materials. This position involves an ability to use creative problem solving in a constantly changing environment with a high degree of the unknown and occasionally requires long hours working on deals.

The Sorenson Impact Center strongly encourages diverse applicants including those who self-identify as Black, Native or Indigenous, People of Color, LGBTQIA+, non-binary, living with disabilities, neurodivergent, speak English as a second language and others from overlooked/underestimated communities.



  • Support the development of investment analysis for presentation to foundations, funds, DFIs, family offices, and other organizations that have established impact investment portfolios
  • Identify and screen investment proposals for deals that fit impact and investment mandates
  • Build financial models and conduct financial sensitivity analysis
  • Conduct detailed business valuation exercises using various methods of valuation
  • Conduct comprehensive risk assessment on investment proposals
  • Oversee preparation of investment proposal materials
  • Support portfolio management activities including building periodic performance reports, gathering investee performance metrics, etc.
  • Lead student analysts and associates as they conduct investment due diligence and prepare investment proposal materials
  • Teach and explain areas of diligence above to a constantly rotating group of students in the program
  • Contribute to recruitment activities for student program


This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job.

Work Environment and Level of Frequency typically required:

Nearly Continuously: Office and virtual office environment.

Physical Requirement and Levels of Frequency that may be required:

Nearly Continuously: Sitting, hearing, listening, talking.

Often: Repetitive hand motion (such as typing), walking.

Seldom: Bending, reaching overhead.

Minimum Qualifications

Bachelor’s Degree in Business Administration, Health Care Administration, Accounting, Finance or related field, or equivalency and four years of progressively more responsible management analyst experience; and demonstrated human relations and effective communication skills required.

Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.


• Master’s degree in a related field is advantageous

• 2+ years of experience in venture capital, private equity, accounting or related financial analyst positions

• Demonstrated effective communication skills (written and oral)

• Ability to clearly analyze data and creatively problem solve in an environment with a high degree of unknown

• Proactive and entrepreneurial spirit with a strong work ethic

Type Benefited Staff

Special Instructions Summary

Additional Information

The University of Utah values candidates who have experience working in settings with students from diverse backgrounds and possess a strong commitment to improving access to higher education for historically underrepresented students.

Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities and protected veterans are encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action:

Director/ Title IX Coordinator

Office of Equal Opportunity and Affirmative Action ( OEO /AA)

135 Park Building

Salt Lake City, UT 84112


Online reports may be submitted at

For more information:

To inquire about this posting, email: ( or call 801-581-2300.

The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.

This position may require the successful completion of a criminal background check and/or drug screen.