Associate, Workforce & Education Investments

Social Finance•Washington, DC

1d•Hybrid

About The Position

Social Finance is seeking an Associate to join its Workforce and Education Investments team, which designs, launches, and manages financial solutions focused on workforce challenges, including skills acquisition and access to training. Associates are integral members of project teams and contribute across the project lifecycle, from supporting new business development and designing funds or investments to managing active funds and investments. The role combines financial analysis, investment diligence, portfolio monitoring, operational improvement, partner management, and internal capacity-building. The Associate also contributes to a team culture of well-being and belonging and supports colleagues’ professional growth through real-time feedback.

Requirements

2–5 years of full-time professional experience, including at least 2 years of transactional experience in impact investing, investment banking, private credit, venture capital, or private equity.
Advanced Excel and financial modeling experience.
Advanced PowerPoint experience.
Strong analytical and quantitative skills, including experience with or demonstrated capacity to learn data visualization programs such as Power BI or Tableau and statistical coding programs such as R or Stata.
Professional experience with AI tools or platforms, such as prompt engineering, AI-assisted workflows, or data infrastructure.
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 partners across multiple sectors, constructively express opinions, and consider others’ perspectives.
Commitment to high-quality, accurate work and ability to manage multiple competing priorities.
Ability to work independently while contributing to team projects.
Demonstrated interest in and knowledge of, or willingness to learn about, 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.
Permanent authorization to work in the United States on a full-time basis.
For in-person attendance at a Social Finance office, client location, or Social Finance-sponsored event, fully vaccinated against COVID-19, including a booster shot.

Nice To Haves

Formal investment training is a plus.
Experience in or with the systems Social Finance seeks to impact is preferable.

Responsibilities

Conduct financial modeling, research, and data analysis to support fund design decisions, test hypotheses, and develop recommendations.
Source and perform due diligence on new fund investments.
Create data visualizations and dashboards to track portfolio performance and visualize trends.
Develop AI tools and infrastructure to test and implement improved operational processes across funds.
Create and deliver presentation materials communicating analysis, findings, and recommendations to internal teams and external partners.
Manage service-provider partners to optimize operations and help achieve project outcomes.
Support drafting of contracts and governance documents.
Support capital raising and investor management, as relevant.
Support new business development, including responding to Requests for Proposals, drafting concept notes, and preparing for exploratory calls with prospective clients.
Contribute to business-line and organization-level capacity-building initiatives, such as recruiting, professional development, knowledge management, and fundraising.
Support a team culture of well-being and belonging and colleagues’ professional growth by providing real-time feedback.

Benefits

Medical, dental, and vision insurance; flexible spending accounts; Employee Healthy Actions programs, and other health care coverage.
Retirement savings plan with employer contribution.
Short-term, long-term, and life insurance policies.
Commuter benefits and cell phone reimbursements.
Hybrid work model, with in-office work at least two days per week and on an ad hoc basis as needed.
Dedicated budgets for team building and employee recognition.
Annual budget for external professional development opportunities.
Mentorship and onboarding programs.
Collaborative workspaces in downtown Boston, San Francisco, Austin, Washington, D.C., and New York.
Paid vacation and paid holidays, including December 24 through January 1 each year.
Paid parental leave.
Annual salary increases of typically $2,500 at this level.
Eligibility to participate in the firmwide annual bonus program; bonuses are typically 5–10%, are not guaranteed, and depend on organizational and individual performance.
For a hire in the San Francisco office, an additional $1,000 per month while residing in California within commuting distance of the office.