Associate, Workforce & Education Investments

The role

Associates contribute to all phases of the project lifecycle for the Workforce and Education Investments team. This includes supporting new business development, designing funds, and managing active investments.

What you will do

• Financial modeling, research, and data analysis
• Sourcing and due diligence for new fund investments
• Data visualization and data dashboard creation
• AI tool and infrastructure development
• Presentation material creation and delivery
• Management of service provider partners
• Support of contract and governance document drafting
• Capital raise and investor management
• Support of new business development efforts
• Business-line and organization-level capacity-building initiatives

Required qualifications

• 2-5 years of full-time professional experience
• at least 2 years of transactional experience within impact investing, investment banking, private credit, venture capital, or private equity
• Advanced experience in Excel and financial modeling
• Advanced PowerPoint experience
• Strong analytical and quantitative skills
• experience or demonstrated capacity to learn data visualization programs (i.e., Power BI or Tableau) and statistical coding programs (i.e., R or Stata)
• Experience with AI tools or platforms in a professional setting
• Strong verbal and written communication skills
• Ability to quickly research, synthesize and summarize key takeaways on unfamiliar topics
• Ability to communicate and work closely with many types of partners across multiple sectors
• Commitment to high-quality work and accuracy
• Capacity to work independently while contributing to team projects

Nice to have

• demonstrated formal investment training is a plus
• Experience in or with the systems we seek to impact is preferable

Benefits

• Comprehensive health care coverage: medical, dental and vision insurance
• flexible spending accounts
• Employee Healthy Actions programs
• Retirement savings plan with employer contribution
• Short-term, long-term and life insurance policies
• Commuter benefits
• cell phone reimbursements
• Dedicated budgets for team building and employee recognition
• Annual budget for external professional development opportunities
• Mentorship and onboarding programs
• Paid vacation and paid holidays (with 12/24-1/1 off every year)
• Paid parental leave

Before you apply

• Applicants must be permanently authorized to work in the United States on a full-time basis
• to be in-person at a Social Finance office, client location or Social Finance-sponsored event, you must be fully vaccinated against COVID-19, including receiving a booster shot

About the company

Social Finance is a national nonprofit and registered investment adviser expanding economic opportunity in America. They bring government, philanthropy, and business leaders together to improve systems and put capital to work in new ways.