Senior Associate, Pathways to Capital

Milken Institute

Washington (District of Columbia)

Hybrid

USD 90,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Health Plan
403b Plan
Life Insurance
Paid Time Off
Family Leave
Fertility Support
Disability Insurance
FSAs
Training & Development
Mentor Program
Wellness Resources

Job summary

Milken Institute in Washington, DC, seeks a Senior Associate to advance its mission of fostering inclusive financial markets on the Pathways to Capital team within Milken Finance. This role offers hands‑on experience supporting transformative research, coordinating strategic initiatives, and backing marquee events that connect talent with capital.

You will work on Inclusive Capitalism projects, engage institutional investors and stakeholders, track progress and impact, and help scale programs

Qualifications

  • Bachelor’s degree required.
  • 2–5 years of professional experience in financial services or economics.
  • Strong writing, editing, and analytical skills.

Responsibilities

  • Contribute to research and thought leadership on inclusive capitalism in capital markets.
  • Deepen engagement with institutional investors and market participants.
  • Support ICAP programs, including HBCU initiatives and Fellow programs.
  • Coordinate logistics, recruitment, and stakeholder engagement for programs and events.
  • Track progress, analyze outcomes, and assist with communications and impact reporting.
  • Provide operational support across the ICAP team and improve workflows.
  • Assist with convenings, roundtables, and other stakeholder engagements.
  • Duties as assigned.

Skills

Financial markets knowledge
Asset management
AI for data analysis
Communication skills
Proactive mindset

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

About The Milken Institute

The Milken Institute is a globally minded, publicly supported, non‑partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under‑resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well‑being, pursue effective education and gainful employment, and access the resources required to create ever‑expanding opportunities for themselves and their broader communities.

About Pathways To Capital

Pathways to Capital is a portfolio of programs at the Milken Institute that are transforming how capital reaches people and communities so that they can build, grow, and thrive. Talent is ubiquitous, but our financial systems concentrate capital and opportunity in certain geographies and networks. The three signature Pathways to Capital Programs – 10,000 Communities, Initiative for Inclusive Entrepreneurship, and Inclusive Capitalism – are identifying the high‑potential people, places, and businesses that have historically been locked out of opportunity, and arming them with the resources, education, and networks they need to harness the power of capitalism and achieve the American Dream.

About The Position

Reporting directly to the Director of Inclusive Capitalism (ICAP), the Senior Associate will play a vital role in advancing Milken Institute’s mission to foster inclusive financial markets and economic growth on the Pathways to Capital team within Milken Finance. This position offers a unique opportunity to gain hands‑on experience supporting impactful programs, coordinating strategic initiatives, and supporting 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 role 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 ICAP’s engagement with institutional investors, market participants, and other stakeholders working to expand access to financial markets and economic opportunity.
  • Support key ICAP 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 ICAP’s work and impact.
  • Provide core operational and convening support across the ICAP 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, etc., and other modern productivity software, and are excited to learn and use new tools.
Working Conditions & Travel Requirements

This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in‑person to your respective office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.

This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.

Note

The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.

Our Culture

The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.

Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan - 403b (5% match)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Personal, Vacation, Sick & Public Holidays)
  • Family Leave (Maternity & Paternity)
  • Fertility Support
  • Short‑Term & Long‑Term Disability
  • Flexible Spending Account (FSAs)
  • Pet Insurance Discount
  • Training & Development:
  • LinkedIn Learning – over 15,000 self-guided classes offered
  • Annual Mentor Program
  • Wellness Resources:
  • Employee Assistance Program
  • CALM app membership
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