Business Development & Marketing Analyst, Impact Investing

Term: Permanent

Commitment: Full-time

Experience level: Early-career (0-4 years post-Bachelor’s degree work experience or equivalent)

Location: New York, NY or remote

Compensation: $55,000-$75,000 salary range, 401(k), Health, Vision and Dental Benefits; PTO; Every other week is a 4-day workweek.

Application deadline: July 6, 2022; applications considered on a rolling basis

About Tideline:

Founded in 2014, Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include strategy development, impact management system design, impact due diligence, impact monitoring & reporting, and impact verification.

Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading global asset owners, asset managers, and service providers active in impact investing. Tideline has offices in New York, NY; San Francisco, CA; and Portland, OR.

Diversity, Equity & Inclusion at Tideline:

At Tideline, we believe that compassion, equity, diversity, and inclusion are fundamental to our success. Our commitment to DE&I manifests in three key ways:

The mission and vision of Tideline: Our firm’s vision of shared, sustainable prosperity is inseparably rooted in the credo of a diverse, equitable, and inclusive world.

How we conduct ourselves as an employer: Tideline is an equal opportunity employer and we value the unique contributions of each of our team members. Through our hiring, mentoring, and managing, we encourage our team to bring their full selves and individuality to Tideline’s work.

How we use our influence: In our work with clients, we strive to be an enabling force in the equitable distribution of wealth, opportunities, and privileges within our society.

About the position:

This is a unique opportunity to join a growing business in a dynamic, impactful industry. Working closely with Tideline’s business development and marketing teams, the Business Development (BD) & Marketing Analyst will play a key role in driving new relationships and business for Tideline through building and maintaining systems for business development activities, supporting outreach and follow-up with prospects, conducting outreach, and supporting relationship management, while also supporting key marketing campaigns, events, and strategy. The role will provide exciting opportunities to work with diverse impact investing stakeholders and contribute to the marketing campaigns that are integral to the firm’s growth, while gaining exposure to both the marketing and business development functions of the firm.

Tideline is seeking candidates that have business development-related interest and/or experience in marketing, strong organizational skills, and a flexible and solutions-oriented disposition. There is a preference for candidates that bring experience in or exposure to Environmental, Social, and Governance (ESG) and/or impact investing.

There is a preference for candidates based in New York City, but candidates based elsewhere in the U.S. are encouraged to apply as well.

The primary responsibilities for this role include:

• Business Development 

  • Continue the build-out of BD-related systems and processes and support ongoing improvements

  • Maintain updates to the CRM system (Insightly) and other BD-related analysis and tools

  • Drive outreach to prospects, in collaboration with several other members of the team, through coordination of meetings, drafting of communications and prospect follow-up, synthesis of BD meeting notes, and generally oversight and project management of the steps in the BD process

  • Lead research to identify new prospects and organize target lists

  • Support drafting of proposals and refinement of client-facing materials

  • Identify and support implementation of enhancements to Tideline’s end-to-end sales processes

• Marketing

  • Assist with event planning for Tideline webinars by coordinating with speakers, preparing materials, and developing content for marketing campaign

  • Maintain Tideline website and social media channels by posting relevant updates including blog posts, Tideline reports and news, and information on Tideline webinars

  • Manage calendar of speaking engagements and media interviews

  • Provide coordination support for Tideline leadership ahead of conferences, webinars, and speaking engagements

  • Contribute to Tideline’s marketing strategy by ensuring marketing campaigns are aligned with key business targets and audiences

Desired qualifications and experience:

• Bachelor’s degree or equivalent

• Experience working in a sales or business development role a plus though not required; preferably within financial services or an adjacent industry

• Understanding of and experience using CRM systems to track information and conduct analytics

• Event coordination experience and/or experience supporting senior leadership in an administrative capacity

• Experience managing social media marketing campaigns

• Web design and/or email marketing experience preferred though not required

• Familiarity with Environmental, Social, and Governance (ESG) and impact investing preferred though not required

• Ability to conduct market research and develop outreach strategies

• Aptitude for working in a small business environment

• Ability to manage multiple tasks with high attention to detail and organization

• High level of personal and professional integrity

• Strong written and verbal communication skills

• Entrepreneurial and collaborative disposition, with a bias towards action

• Demonstrated ability to exercise sound judgment and discretion

• Strong interpersonal and relationship-building skills

• Sense of humor and self-awareness

Hiring Process FAQs:

• What are some of the benefits and perks?

  • Every other week is a 4-day workweek!

  • A professional development stipend is available for every employee to use towards improving their expertise and soft skills.

  • Beyond providing a work laptop, we have a work from home stipend available for employees to help make their home working space better. 

  • Retreats: We hold retreats every year where team members get together in a beautiful location to brainstorm and just have a fun time.

  • We close the office for the last 10 days of December so everyone can enjoy time with family and friends during the holiday season.

  • As an analyst, you will be directly influencing the decisions of some of the largest institutions in the world. Since we are a small team, you will be in direct contact with institutional decision-makers who are trying to create large-scale social and environmental change through investments. 

• What’s your policy on remote work?

  • We embrace team members’ flexibility to work remotely. For cities that have more than 3 employees, we encourage the team to meet at least once a week, but it is not required.

• What will the hiring process look like?

  • Looking for a new job can be a daunting experience. Our approach is based in empathy and a desire for candidates to have a good experience. We want to give everyone an opportunity to display their strengths through their answers to our questions.

  • Hiring Process: Our timeline from application close date to decision typically takes ~4 weeks. Below are the steps week by week: 

    • Week 1 - Applications are blind reviewed: Our process is designed to remove bias by having your application answers randomly assigned to our team for review. Two team members score the responses based on a set of guidelines. The candidates with the highest average scores get invited to the interview round. We do not look at resumes and we do not know whose answers we are scoring. We embrace a diversity of working styles and backgrounds and believe that limiting applications to resumes fails to capture the full potential of an individual.

    • Week 2 - Behavioral Interview - The first interview is a 45-minute structured interview with non-senior team members.

    • Week 3- Senior Management Interview: The candidates with the highest average scores from the first round interview are invited to a second structured interview with Senior Management.

    • Week 4 - Decision / Potential Partner Interview: Usually, following the senior management interview, we will have a hiring decision made. However, we may opt for scheduling one more interview for the highest-scoring candidates.

• How would you describe your culture?

  • Collaborative, inclusive, passionate, and fun. We encourage all team members to be their full selves at work. As a relatively small team, there are a lot of opportunities to have your voice heard. Our structure is relatively flat, and you are able to influence decisions, processes, and policies even as an Analyst. 

• How does the commitment to DE&I influence the culture and work environment?

  • We have an internal DE&I working group that is committed to improving Tideline’s practices, culture, and employee experience. Diversity, Equity, and Inclusion are core tenets of our culture and we place a heavy emphasis on constantly learning and improving our own understanding of what that means for our business. 

  • Each year we conduct a team wide DE&I survey that focuses on Vision, Leadership, Recruitment, Advancement, Team-based work, and Benefits/Flexibility. The results of this survey directly influence new initiatives to continue to grow in areas we do well, and help improve in areas we have room to grow.