Position:
Associate, Workforce & Education Investments
Location:
Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C.
Website:
Job Category:
Application Deadline:
Monday, August 25, 2025
About the Role
Social Finance is 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. Their 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.
Key Responsibilities
- 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
- 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
- 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
- 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
- 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. PowerBi or Tableau) and statistical coding programs (i.e. R or Stata)
- 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