Associate, Lifetime Financial Security Program

MILKEN INSTITUTE•Washington, DC

9h•Hybrid

About The Position

Reporting to the Director of the Lifetime Financial Security (LFS) Program MI Finance, the Associate will be responsible for preparing for convenings and events by engaging in a variety of event planning activities, including helping secure venues, creating participant lists, conducting outreach to participants, assisting onsite, and working with the Milken Institute Events Team on all event details and as the point of contact when needed. The Associate will also assist with discrete research related to financial security with a focus on financial platforms and AI, retirement planning, and debt management, as directed by the LFS Program Lead. Additionally, the role involves participating in team strategic planning and assisting with the creation of strategic planning documents, assisting with the finalization of reports, white papers, website materials, and comment letters, assisting with data analysis, coordinating on LFS Program updates for the Milken Institute Website, entering relationship information into Salesforce, assisting with travel plans through the Concur system, preparing materials for events and private dialogues, and other activities as assigned by the direction of the LFS Program.

Requirements

Bachelor’s degree required. Preference for a major in business, finance, economics, or public policy.
General understanding of the US business landscape with an interest in learning about the financial markets.
A minimum of two years of experience, including relevant internships.
A growth mindset with the goal of developing a career at an impactful, global think tank.
Detail-oriented with the ability to exercise mature judgement in working with high-level professionals in business and finance.
Excellent written and verbal communication skills.
Skills in PowerPoint, Concur, and Spreadsheet Development.
Strong proof-reading skills.
Cooperative spirit and ability to jump in to assist with any last-minute details to ensure that events, speaking engagements, research, and media interviews go well.
Interest in global issues.
Desire to do meaningful work that helps Americans and citizens around the world secure their financial futures.
Outcome-focused and strategic: The chosen leader will be passionate about applied research, clear outcomes, internal team building, and the value of strategic partnerships and innovation.
Collaborative leaders: The winning candidate will have a proven track record for developing emerging talent and driving innovation in the policy and finance arena, both at the federal, state, and local levels.
Analytical, creative, and rigorous thinkers: We are seeking a detail-oriented and flexible problem solver who can synthesize diverse streams of information and switch comfortably between academic and real-world thinking.
Roll-up-your-sleeves executers and adaptive thinkers: MI leaders are comfortable with engaging in ambitious projects and for refinement and adaptation along the way to reach key metrics.
Team players: MI leaders collaborate well with multidisciplinary teams across the Institute, comfortably taking leadership when necessary as well as following directions.
Eligible to work in the United States.
Authorized to work in the U.S.

Responsibilities

Preparing for convenings and events by engaging in a variety of event planning activities, including helping secure venues, creating participant lists, conducting outreach to participants, assisting onsite, and working with the Milken Institute Events Team on all event details and as the point of contact when needed, among other things.
Assisting with discrete research related to financial security with a focus on financial platforms and AI, retirement planning, and debt management, as directed by the LFS Program Lead, among other things.
Participating in team strategic planning and assisting with the creation of strategic planning documents.
Assisting with the finalization of reports, white papers, website materials, and comment letters.
Assisting with data analysis.
Coordinating on LFS Program updates for the Milken Institute Website.
Entering relationship information into Salesforce.
Assisting with travel plans through the Concur system.
Preparing materials for events and private dialogues.
Other activities as assigned by the direction of the LFS Program