Four Ways to Plot an Impact Career Focused on Investing

By: Net Impact staff | July 9, 2015

This post is part of our ongoing impact career advice column. In this edition, impact investing expert R. Paul Herman fields a question from our network.

How to Work in Finance with No Finance Experience

What are a few specific options for a first post-MBA job in investment management for someone with no finance experience that will eventually lead to a career in socially responsibility or impact investing? -Sarah

First of all, taking initiative by researching and writing about social responsibility and impact investing will give you a head-start on other candidates by demonstrating that you know the landscape. While you're taking actions like those, you can pursue several paths within the investment industry:

1. Marketing and media

Building awareness, branding, and communicating clearly are necessary skills for financial firms seeking to distinguish their offerings. You could explore working for socially responsible mutual funds (such as Pax, Parnassus, Portfolio21, which merged with Trillium), for big financial brands expanding into impact investing (JP Morgan, Morgan Stanley, UBS, US Trust/Bank of America, US Bank/Ascent), or for investment advisory firms that focus on impact (CapRock, Abacus, First Affirmative, and others). Longer lists of firms are at and

2. Impact metrics research

Discovering and analyzing the environmental, social, and governance (ESG) issues of companies (as well as governments and nonprofits issuing bonds) can be a fit with your desire for transparency and performance in ecological, human rights, and equality issues. ESG data and ratings firms include MSCI, Sustainalytics, IW Financial, and HIP Investor. is pushing for mandatory disclosure of important, material drivers of risk and opportunity by companies in their SEC disclosures.

3. Financial analyst

Yes, you could actually take the plunge and go deep into finance from the start. Some firms may be open to training you with no financial expertise if you demonstrate other skills. For example, some of the best computer scientists have degrees from the biology discipline. If you are open to studying finance, accounting, and statistics, and taking valuation and spreadsheet workshops, you could dive into the ocean of investing. But only if you are serious about learning fast – finance is a technical discipline that works best when focused on the future and addressing all of society’s issues.

4. Nonprofits

You can also bring impact investing and social finance to nonprofits by pushing for their financial portfolio to be invested in a manner consistent with their mission, by using the grant stream to loan or invest via program-related investing (PRIs), and by encouraging fee-for-service and other revenue-generating initiatives for the nonprofit itself, like accomplishes.

I wish you success in your journey to build a better world via impact investing. -Paul of HIP

About R. Paul Herman 

An internationally recognized expert in impact investing, Paul invented the “HIP = Human Impact + Profit” ratings system in 2004. HIP Ratings show that portfolios and companies can realize lower risk, enhanced returns, and profit potential -- and build a better world -- by focusing on the root-cause drivers of value creation. Paul’s financial expertise began with his Wharton School finance degree and corporate advising at McKinsey & Co. Paul is an adjunct professor teaching MBAs at Thammasat Business School in Bangkok, Thailand, and a visiting lecturer for MBAs, including the Presidio MBA Graduate School in San Francisco. Read more about him here.

This series is your chance to get answers from experienced impact-career pros. Ask for some advice, and your question may be featured in an upcoming column.


Peter Sanchez

Dream for a suitable career is equivalent to prepare for a war. Now days where we can get less career developing opportunities as due to high level of competition; there we need to survive with good career developing approach through the help of suitable resources and developing opportunities. There are several options to build a suitable career therefore we used to go for the right one; from here with the help of suitable instructions we are able to go for the right career option.

utuh cawat

very cool and a lot of benefits to the readers, I am so happy with your site.

Maitri Shah

I just want to say thanks for your wonderful post gift card generator

himantha akash

Midlife profession change, discover vocation change accomplishment in 7 basic advances.

A midlife profession change can be a testing venture. Consider the conceivable outcomes after you roll out the profession improvement. The prizes ought to bring you new occupation fulfillment and satisfy a scope of individual and money related necessities.

You will find Seylan bank new jobs & careers in Sri Lanka at CellMax Job blog. Midlife vocation changes happen for an assortment of reasons. One reason not to remain in your present vocation is that you've made some progress and you at that point legitimize remaining in an occupation as you are winding up increasingly disappointed and hopeless. Something else you may hear is that you shouldn't change vocations in light of the fact that at your age it either isn't possible and you ought to be fulfilled "you make have a showing with regards to don't you."

Abandoning one vocation for another for the wrong reasons won't settle the issues; it will simply transport them to another area.

sheweta sinha

I really liked your article very impressive and attractive too. Although it contains many useful things which i don't know before but while reading this article i get to know all these things.
Escorts in Delhi

wilimmmm jhone

watches for men
mens watches
womens watches

Sabina khan_1

The quality information that you have included throughout this article is really special. I have examined all the points and came to the conclusion that the content is really stunning. Great way of representing the valued details and placing information at the right places.

Escorts in Chennai

Chennai Escorts

call girls in chennai

chennai escorts Services

Russian Escorts in Chennai

chennai escorts services

Female Chennai escort

crazy Escorts in chennai

independent chenani escorts

Chennai Female escorts services

chennai Escorts Services

Chennai Escorts

Chennai Escorts Services

Anna Shetty

I was checking continuously this blog and I'm impressed! Very useful information particularly the last part :) I care for such info a lot. I was seeking this certain info for a long time. bullet force

Delhi Dating

The greater part of the young ladies are prepared in such a way, that they will in general deal with the customers in the most ideal way.
Escorts in Delhi


Net Impact staff

Popular Impact Articles

Subscribe to the blog

By email