Associate, Workforce & Education Investments

Social Finance•San Francisco, WA

8h•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 training access. Associates contribute to all phases of project work, including new business development, fund and investment design, and management of active funds and investments. The role combines financial analysis, investment diligence, data and AI-related work, partner coordination, communications, and organizational capacity-building. The position follows a hybrid work model, with at least two days per week in an office and additional in-person attendance as needed.

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.
Experience with AI tools or platforms in a professional setting, 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 work and communicate closely with diverse partners across multiple sectors, constructively express a point of view, and listen to others.
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.

Nice To Haves

Formal investment training.
Experience or demonstrated capacity to learn data visualization programs such as Power BI or Tableau and statistical coding programs such as R or Stata.
Experience in or with the systems the organization seeks to impact.

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 presentations sharing analysis, findings, and recommendations with internal teams and external partners.
Manage service-provider partners to optimize operations and support project outcomes.
Support drafting of contracts and governance documents.
Support capital raising and investor management, as relevant.
Contribute to 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-wide capacity-building initiatives, including recruiting, professional development, knowledge management, and fundraising.
Support a team culture of well-being and belonging and the professional growth of team members through real-time feedback.

Benefits

Medical, dental, and vision insurance.
Flexible spending accounts and Employee Healthy Actions programs.
Retirement savings plan with employer contribution.
Short-term disability, long-term disability, and life insurance policies.
Commuter benefits and cell phone reimbursements.
Hybrid work model.
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 off every year.
Paid parental leave.
Annual salary increases typically amounting to $2,500 at this level.
Eligibility for the firmwide annual bonus program; bonuses are typically 5–10% and are not guaranteed.
For hires joining the San Francisco office, an additional $1,000 per month while residing in California within commuting distance of the office.