Senior Associate, Pathways to Capital

ImpactAlpha Inc.

Santa Monica (CA)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Retirement Plan – 403b with 5% match

Life Insurance (Basic, Voluntary &

Paid Time Off

Family Leave

Fertility Support

Short-Term & Long-Term Disability

Flexible Spending Account (FSAs)

LinkedIn Learning

Annual Mentor Program

Employee Assistance Program

CALM app membership

Job summary

Milken Institute in Santa Monica seeks a Senior Associate to bolster the Inclusive Capitalism program within the Pathways to Capital team. You will support research, coordinate programs, and engage with institutional investors and stakeholders to advance inclusive financial markets.

The role requires a Bachelor’s degree and 2–5 years of relevant experience, with strong writing and analytical skills, and the ability to work across time zones and travel as needed.

Qualifications

Bachelor’s degree required.
2–5 years of professional experience, preferably in financial services or economics.
Excellent writing, editing, and analytical skills.
Effective communicator, both oral and written.
Experience with AI for data analysis, visualization, and workflow automation is a strong plus.

Responsibilities

Contribute to research and thought leadership to advance inclusive capitalism in the capital markets.
Deepen engagement with institutional investors, market participants, and other stakeholders.
Support programs including the HBCU Strategic Initiative and Fellowship Program.
Coordinate Fellow and program logistics, tracking progress and outcomes.

Skills

Writing & editing

Analytical skills

Communication

Program management

Stakeholder engagement

AI for data analysis

Education

Bachelor's degree

Tools

Microsoft Office

Data visualization

Workflow automation

Job description

About Milken Institute

The Milken Institute is a globally minded, publicly supported, non-partisan nonprofit think tank headquartered in Santa Monica, California. Established over three decades ago, the organization has developed into a leading research and policy institution with international offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. The Institute operates as a catalyst for identifying and implementing practical, scalable solutions to pressing global challenges by strategically connecting human, financial, and educational resources to organizations and individuals who need them most. The Milken Institute’s work is guided by the fundamental conviction that even the best ideas cannot succeed without adequate resources and support. The organization conducts rigorous research and analysis while convening leading experts, innovators, and influencers from diverse backgrounds and competing viewpoints. This collaborative approach enables the Institute to construct comprehensive programs and policy initiatives designed to create meaningful impact. The Institute’s activities focus on helping people build meaningful lives characterized by health and well-being, access to effective education and gainful employment, and the resources necessary to create expanding opportunities for themselves and their broader communities. The Institute’s convening power is substantial, hosting more than 200 events annually. The organization’s flagship event, the Global Conference, attracts more than 4,500 participants from around the world and features more than 900 speakers delivering presentations across more than 200 sessions. These events facilitate the exchange of ideas with global leaders and serve as platforms for advancing the Institute’s research and policy agenda. Pathways to Capital represents a portfolio of programs at the Milken Institute dedicated to transforming how capital reaches people and communities, enabling them to build, grow, and thrive. Recognizing that while talent is widely distributed, financial systems concentrate capital and opportunity in specific geographies and networks, Pathways to Capital works to identify high-potential people, places, and businesses that have historically been excluded from economic opportunity. The three signature programs—10,000 Communities, Initiative for Inclusive Entrepreneurship, and Inclusive Capitalism—equip underserved populations with the resources, education, and networks necessary to harness capitalism and achieve economic advancement.

About this Role

The Senior Associate position reports directly to the Director of Inclusive Capitalism and plays a vital role in advancing the Milken Institute’s mission to foster inclusive financial markets and economic growth within the Pathways to Capital team under Milken Finance. This role offers a unique opportunity to gain hands‑on experience supporting impactful programs, coordinating strategic initiatives, and contributing to marquee events at the Milken Institute. The Senior Associate will be deeply involved in supporting transformative research and programs led by the Inclusive Capitalism team that create pathways to opportunity and economic equity. The role will contribute to the design, coordination, and execution of initiatives that engage emerging talent and key stakeholders, while tracking progress and impact to ensure meaningful outcomes. This position provides a strategic learning environment where you will develop expertise in program management, stakeholder engagement, research and analysis, and impact assessment skills essential for driving social innovation and systemic change. The Senior Associate will primarily focus on Inclusive Capitalism research, analysis, project management, and program execution. This role will also collaborate with the broader Pathways to Capital team and will have the opportunity to support the advancement of priorities across the Pathways to Capital portfolio of programs.

Responsibilities

Contribute to research and thought leadership to advance inclusive capitalism in the capital markets, including work on inclusive financing models and next‑generation managers
Deepen Inclusive Capitalism’s engagement with institutional investors, market participants, and other stakeholders working to expand access to financial markets and economic opportunity
Support key Inclusive Capitalism programs and initiatives, including the HBCU Strategic Initiative and Fellowship Program
Coordinate Fellow and program logistics, supporting recruitment and engagement activities, tracking and analyzing progress and outcomes, and helping expand the broader HBCU network stakeholders
Contribute to KPI tracking, impact measurement, and the development of written collateral, such as insight articles, impact assessments, and other communications to tell the story of Inclusive Capitalism’s work and impact
Provide core operational and convening support across the Inclusive Capitalism team, including project management and opportunities to improve workflows
Support the execution of convenings, roundtables, HBCU program events, and other stakeholder engagements, working closely with internal teams on logistics, materials, communications, and participant management
Duties as assigned

Requirements

Bachelor’s degree required
Knowledge of financial markets, asset management, and an interest in financial inclusion or HBCUs are advantages
2-5 years of professional working experience, preferably in financial services or economics
Positive personal attitude that includes being proactive, entrepreneurial, detail‑oriented, impact‑driven, accountable, flexible, with a willingness to adapt to changing situations
Comfortable taking ownership, leading, and reporting out on projects
Excellent writing, editing, and analytical skills
Effective communicator, both oral and written
Experience and proficiency in AI for data analysis, visualization, and workflow automation is a strong plus
Willingness and ability to travel, work across time zones, and ability to work evenings and weekends as needed
Experience with Microsoft Office suite and other modern productivity software, and excitement to learn and use new tools
Authorized to work in the United States (visa sponsorship not available)