Associate, Workforce & Education Investments

Social Finance; Boston, San Francisco, Washington (MA, CA, District of Columbia); Hybrid; USD 81,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement plan with employer contrib.

Insurance—short/long term and life

Commuter benefits and cell phone

Hybrid work model (in-office 2 days/wk

Team budgets for events and recognit.

Mentorship and onboarding programs

Downtown office spaces in multiple US/

Paid vacation and holidays

Paid parental leave

Job summary

Social Finance seeks an Associate for Workforce & Education Investments to join a mission-driven team coordinating investments, research, and program design across Boston, SF, DC, and other offices. You will build financial models, perform due diligence, and develop data dashboards to inform funding decisions and support responsible capital deployment.

You will work with diverse partners to advance workforce solutions, manage investor relationships, and contribute to RFP responses and program

Qualifications

• 2–5 years of full-time professional experience with at least 2 years in impact investing or related fields.
• Advanced experience in Excel and financial modeling; Advanced PowerPoint experience.
• Experience with Power BI or Tableau for data visualization and statistical coding (R or Stata) is a plus.

Responsibilities

• Support fund design decisions with financial modeling and data analysis.
• Source and perform due diligence for new fund investments.
• Create data dashboards to track portfolio performance and trends.
• Develop AI tool workflows to improve processes across funds.
• Prepare presentations for internal and external stakeholders.
• Manage service providers to optimize operations and outcomes.
• Assist with contract drafting and governance documents.
• Support capital raises and investor communications.
• Contribute to new business development efforts and RFP responses.
• Engage in capacity-building and knowledge management initiatives.

Skills

Financial modeling

Data analysis

Excel

PowerPoint

Data viz

AI tools

Communication

Independent work

Team collaboration

Nonprofit/impact investing

Tools

Power BI

Tableau

Excel

Job description

Associate, Workforce & Education Investments

Boston, MA; San Francisco, CA; Washington, D.C.

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

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include:

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more


• Retirement savings plan with employer contribution


• Short‑term, long‑term and life insurance policies


• Commuter benefits and cell phone reimbursements


• Hybrid work model (in office a minimum of two days per week and on an ad‑hoc basis as needed)


• Dedicated budgets for team building and employee recognition


• Mentorship and onboarding programs


• Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin, Washington, D.C., and New York


• Paid vacation and paid holidays (with 12/24‑1/1 off every year)


• Paid parental leave


• A truly stellar team of high performing, values‑driven and fun (!) professionals

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, at the Associate level, the starting base salary is $81,000; however, during the interview process, we will take into account a candidate’s full work experience and may adjust the job title, and commensurate starting salary, as appropriate. If joining our San Francisco office, this hire would receive an additional $1,000 for every month they are residing in the state of California within a commutable distance of our office in San Francisco.

At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program (bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance).

Review of applications will begin immediately. No phone calls, please.

Applicants must be permanently authorized to work in the United States on a full‑time basis.

Please note that, at this time, to be in‑person at a Social Finance office, client location or Social Finance‑sponsored event, you must be fully vaccinated against COVID‑19, including receiving a booster shot.

Social Finance, Inc. is an equal opportunity employer, and all qualified applicants will be afforded equal employment opportunities without discrimination because of actual or perceived race, color, national origin, sex, age, religion, creed, disability, marital status, citizenship, ancestry, personal appearance, sexual orientation, gender identity or expression, political affiliation, military status, status as a protected veteran, genetic information or any other legally protected status.

Social Finance is committed to providing an accessible and supportive work environment to ensure individuals are able to contribute at their best. We will discuss and provide reasonable accommodations to those in the recruiting process who need them.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.