Trimtab Associate, Strategy and Operations

You’ll join us at an important organizational inflection point.

As a Trimtab Associate
, you’llaccelerate our mission by making sure our processes and external engagements are best in class, while also learning about the impact-first field. You’ll help lead our internal systems development and develop and execute key partnerships and strategic initiatives that help us establish our leadership in the impact-first field.

Strategy and Investor Community

• Coordinate and advance work streams across Trimtab’s impact deepening partnerships, such as Impactable
  
  X, Ajua, Deep Transitions Lab, World Within Studios.
• Supporting agenda creation and planning for Trimtab’s global investor community events.
• Create and update investor-facing materials including pitch decks, targeted proposals and thematic research.
• Writing thought leadership pieces and updates for a variety of audiences.
• Maintaining Trimtab’s website and suite of visual brand materials.

Internal Processes and Systems Management

• Leading the integration of new operational tools for internal communication and data management.
• Implementing research and learning tools to support Trimtab’s impact frameworks and on-ground and systems additionality research capabilities.
• Managing Trimtab’s CRM system to track potential deals and prospective investors, and project management dashboard to ensure internal milestones are on track.
• Supporting quarterly and annual corporate and impact reporting, including data collection.
• Leading the integration of new operational tools for internal communication and data management.
• Coordinating with Trimtab’s service providers (fund administrator, banking partner, legal team).

Who You Are: You believe in Trimtab’s uncompromising commitment to improve outcomes through innovative finance. You’re energized by complex challenges, and you’re excited to work across disciplines and with diverse cultures. You have a great sense of humor and comfort with the ambiguity that comes with working at a startup impact organization.

We don’t expect you to know it all, but here’s what would make you stand out:

• Experience: 2–6 years in related fields like impact investing, portfolio management, philanthropy, policy, community organizing, corporate strategy, finance.
• Skills of Interest: Strategic writing and communications, partnership development and management, investor relations, internal operations and process creation, event planning, branding, just to name a few.
• Mindset: Adaptability and resilience. You’re comfortable working both independently and very collaboratively, depending on the task and timeline.
• Geography: We are firmly committed to having this person based in Trimtab’s Atlanta office. We believe in-person interaction is very important, but have a flexible policy on working from home a few days a week.

Trimtab is an unapologetically impact-first financial institution. Built by and for a community of asset owners who believe that capital can be used to create not just extract, Trimtab explores what is possible on the front edge of impact finance - when capital's main objective is not risk-adjusted return, but the rigorous pursuit of generating additional impact. We often say that Trimtab is a living experiment in financial systems change.

Our team is obsessed with using our rigor and creativity to get capital into the hands of fund managers and capital entrepreneurs who are closest to the problems that need to be solved.

Trimtab, now an independent entity, was incubated by The ImPact, a community of nearly 100 family offices around the world who have committed to aligning their assets with their values. With a small and growing community of impact-prioritizing investors, over the past two years we have committed $18.5 million across twelve investments to fund managers tackling critical social and environmental challenges.

Whether it’s financing forests, empowering indigenous communities, or safeguarding oceans, we look for scalable, replicable models for change.

Our structure is designed to maximize impact. We’re a public benefit corporation governed by a purpose trust, designed for long-term mission alignment and flexibility to raise and deploy impact-first capital.

And we’re just getting started. Currently a team of five working closely alongside our Board, Trustees, advisors and investors, we are hiring two additional FTEs in 2026 – a Managing Director of Investor Community (see separate posting) and this Associate.