Associate, Workforce

About Us

Social Finance is a national nonprofit and registered investment adviser expanding economic opportunity in America. We bring government, philanthropy, and business leaders together to improve systems and put capital to work in new ways. Since our founding in 2011, we have mobilized more than $500 million to create measurable results in workforce and education, 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 to join our Workforce and Education Investments team. Associates are integral members of project teams and contribute actively to all phases of a project lifecycle (supporting new business development, designing a new fund or investment, managing active funds and investments) and perform a diverse set of functions, including: Financial modeling, research, and data analysis to support fund design decisions, test hypotheses, and drive recommendations Sourcing and due diligence for new fund investments Data visualization and data dashboard creation to track portfolio performance and visualize trends AI tool and infrastructure development to help test and implement improved operational processes across funds Presentation material creation and delivery to share analysis, key findings and recommendations with both internal team and external partners Management of service provider partners to optimize operations and help achieve project outcomes Support of contract and governance document drafting Capital raise and investor management, as relevant Support of new business development efforts, including responses to Requests for Proposals, drafting of concept notes, and preparation for exploratory calls with prospective new clients Business-line and organization-level capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects Support of team culture of well-being and belonging, and support of team members’ professional growth by providing real-time feedback 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 plus) Advanced experience in Excel and financial modeling; Advanced PowerPoint experience Strong analytical and quantitative skills, including experience or demonstrated capacity to learn data visualization programs (i.e., Power BI or Tableau) and statistical coding programs (i.e., R or Stata) Experience with AI tools or platforms in a professional setting (e.g. 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 many types of partners across multiple sectors; willingness to constructively express your point of view and hear the point of view of others, both internally and externally Commitment to high-quality work and accuracy, with an ability to manage multiple and competing priorities simultaneously Capacity to work independently while contributing to team projects as appropriate Demonstrated interest in and knowledge of or willingness to learn about key issues in 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 Experience in or with the systems we seek to impact is preferable Benefits At Social Finance, we strive to deliver a benefits program that will enhance o