Associate, Workforce & Education Investments

About Us

Social Finance is a national nonprofit and registered investment adviser (SF Advisors, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $500 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.

We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.

Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.

Role and Responsibilities

We are seeking an Associate of Impact Investments to join our Workforce and Education Investments team. This team is dedicated to generating greater economic mobility by financing and supporting reskilling and upskilling initiatives that lead to quality jobs. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.

Associates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Working together with a team, key activities may include:

Impact Investments

• Engage in sourcing, due diligence, financial modeling and portfolio management for impact investments
• Conduct research, analyze data, and review evidence to support project design decisions, test hypotheses, and drive recommendations
• Familiarity with data analysis and visualization and ability to create data dashboards to track portfolio performance and visualize trends
• Apply technical expertise in AI tools and infrastructure to help test and implement improved operational processes across active fund(s)
• Create presentation materials to share analysis, key findings and recommendations for both internal team and external partners
• Research potential project partners, analyzing their performance and ability to achieve future outcomes
• Work with current service provider partners to optimize operations and help achieve project outcomes
• Support drafting of contract and governance documents
• Collaborate with evaluation firms, when needed, to identify and measure key performance outcomes
• Supporting capital raise and investor management, as relevant

Field Building

• Writing blog posts and support the creation of white papers and reports that publish key learnings and findings from our work
• Contributing to and support research efforts in social issue areas and interventions

Firm Building

• Supporting analysis and writing for responses to proposal documents (i.e. Requests for Proposals) and concept notes for potential business development opportunities
• Creating communications materials and preparing managers for external calls that could lead to new opportunities
• Contributing to capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects
• Providing real-time feedback to team members to support professional growth and contribute to high-quality deliverables
• Support our goal to foster a culture of well-being and belonging
• Supporting senior management, internal functional teams, and Social Finance project teams as needed

Qualifications

We are looking for entrepreneurial candidates with flexibility, aptitude and passion for our mission. Candidate 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 (demonstrated formal investment training is a