Associate, Investment Finance & Operations

Social Finance•Boston, MA

12d•$81,000•Hybrid

About The Position

The Associate, Impact Finance Operations role is ideal for candidates who want to apply strong analytical skills in a mission‑driven environment. It suits individuals who value innovation and impact, think strategically, and maintain a forward‑looking approach while managing details with precision and delivering high‑quality work.

Requirements

A minimum of 1 year of professional experience in a role requiring financial analysis, whether in finance, accounting, FP&A or similar
Strong analytical and technical skills, as well as oral and written communication skills
Strong Microsoft Word and Excel skills
Meticulous attention to detail and exceptional organizational skills
Demonstrated ability to identify and synthesize connections across impact investing funds and associated workstreams
Excitement to learn about outcome-based loan products and participate in new product launches
Ability to excel in a demanding environment while demonstrating a strong track record of high performance, independence, and motivation
Proactive and highly capable of meeting deadlines while working independently with minimal supervision
Ability to handle complex and confidential information with discretion
Flexible and comfortable with ambiguity
Commitment to enhancing a team culture of inclusion, belonging and equity

Nice To Haves

Experience in investment fund accounting
Experience with Sage Intacct accounting software or similar systems a plus

Responsibilities

Month end and Quarter end close – supporting the completion of impact investment funds’ financial close procedures including:
Reconciling investment activity, including identifying and correcting trade breaks
Partnering with Fund Administrators to prepare financial statements for review
Reporting on investment performance and producing ad hoc Management reports (e.g., Level III valuation analyses)
Supporting the treasury function by acting as the main point of contact for banking financial institutions, overseeing capital calls, investment purchases, vendor invoice payments and calculations of investor distributions
Working cross-functionally with Legal and Investment Teams to design, launch, and provide ongoing management for impact investment entities throughout their lifecycle
Supporting the management of stand-alone audits at year end including creating timelines, coordinating deliverables, and fulfilling audit requests
Assisting the Investor Relations function through distribution of quarterly reporting to all funders; responding to investor follow-up inquiries; and investor close support
Assist the Corporate Finance Team with interrelated impact investing finance work as needed
Document accounting processes and procedures to demonstrate GAAP compliance
Actively contribute to the growth of the Finance Team and support the achievement of all departmental goals
Support the execution of internal controls and provide ongoing input to enhance processes and increase efficiency
Provide support for impact investing projects as needed

Benefits

Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more
Retirement savings plan with employer contribution
Short-term, long-term and life insurance policies
Commuter benefits and cell phone reimbursements
Hybrid work model (in office a minimum of two days per week and on an ad hoc basis)
Dedicated budgets for team building and employee recognition
Annual budget for external professional development opportunities
Mentorship and onboarding programs
Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin and Washington, D.C.; New York, NY; Note this position is based in our Boston office.
Paid vacation and paid holidays (with 12/24-1/1 off every year)
Paid parental leave
A truly stellar team of high performing, values-driven and fun (!) professionals