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About the Role
Social Finance is seeking an Associate to join their Workforce and Education Investments team. Associates are integral members of project teams, contributing to all phases of a project lifecycle, including supporting new business development, designing funds/investments, and managing active funds. The role involves financial modeling, research, data analysis, sourcing and due diligence, data visualization, AI tool development, presentation creation, partner management, contract drafting, capital raise support, new business development, and capacity-building initiatives.
Responsibilities
- Financial modeling, research, and data analysis to support fund design decisions, test hypotheses, and drive recommendations
- Sourcing and due diligence for new fund investments
- Data visualization and data dashboard creation to track portfolio performance and visualize trends
- AI tool and infrastructure development to help test and implement improved operational processes across funds
- Presentation material creation and delivery to share analysis, key findings and recommendations with both internal team and external partners
- Management of service provider partners to optimize operations and help achieve project outcomes
- Support of contract and governance document drafting
- Capital raise and investor management, as relevant
- Support of new business development efforts, including responses to Requests for Proposals, drafting of concept notes, and preparation for exploratory calls with prospective new clients
- Business-line and organization-level capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects
- Support of team culture of well-being and belonging, and support of team members’ professional growth by providing real-time feedback
Requirements
- 2-5 years of full-time professional experience with 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 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
- Willingness to constructively express your point of view and hear the point of view of others, both internally and externally
- Commitment to high-quality work and accuracy
- Ability to manage multiple and competing priorities simultaneously
- Capacity to work independently while contributing to team projects as appropriate
- Demonstrated interest in and knowledge of or willingness to learn about key issues in nonprofit management, social interventions, government services, and/or impact investing
- Ability to adapt and be flexible
- Commitment to enhancing a team culture of inclusion, belonging and equity
- Applicants must be permanently authorized to work in the United States on a full-time basis.
- Must be fully vaccinated against COVID-19, including receiving a booster shot, to be in-person at a Social Finance office, client location or Social Finance-sponsored event.
Skills
- Financial modeling
- Data analysis
- Data visualization
- AI tool and infrastructure development
- Presentation creation
- Excel
- PowerPoint
- Data visualization programs (e.g., Power BI or Tableau)
- Statistical coding programs (e.g., R or Stata)
- AI tools or platforms (e.g. prompt engineering, AI-assisted workflows, or data infrastructure)
Location
- Boston
- San Francisco
- Austin
- Washington, D.C.
- New York
Work Type
- Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed)
Experience Level
- Associate
Salary/Compensations
- $81,000 starting base salary
- $1,000 additional monthly for San Francisco hires residing in California
- $2,500 annual salary increase
- Eligible for firmwide annual bonus program (bonuses typically between 5-10%)
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
- Collaborative and energizing workspaces
- Paid vacation
- Paid holidays (with 12/24-1/1 off every year)
- Paid parental leave
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.
- Since its founding in 2011, Social Finance has mobilized more than $500 million to create measurable results in workforce and education, health, and housing.
- They believe social and economic systems should enable all people to thrive, and that governments and markets working together create the most meaningful and measurable change.
- The organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.
- Their work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute.
- The Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes.
- The Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access.
- The Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact.
- Through the Social Finance Institute, they aim to build the field and change systems through actionable research, communities of practice, and educational outreach.
Equal Opportunity
- Social Finance, Inc. is an equal opportunity employer, and all qualified applicants will afford equal employment opportunities without discrimination because of actual or perceived race, color, national origin, sex, age, religion, creed, disability, marital status, citizenship, ancestry, personal appearance, sexual orientation, gender identity or expression, political affiliation, military status, status as a protected veteran, genetic information or any other legally protected status.
- Social Finance is committed to providing an accessible and supportive work environment to ensure individuals are able to contribute at their best. We will discuss and provide reasonable accommodations to those in the recruiting process who need them.
- It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.