Associate Director, Impact Investments

About Social Finance

Social Finance is a national nonprofit organization and a registered investment advisor (SF Advisors, LLC). Established in 2011, the organization mobilizes private, public, and philanthropic capital to drive social progress. Social Finance collaborates across sectors to create outcomes-based funding strategies, leveraging diverse partnerships to address critical social issues in workforce development, education, health, and housing. Through its innovative approach, the company has managed over $400 million in investments aimed at enabling economic and social opportunities for all communities. The organization’s core values include people, performance, integrity, collaboration, and inclusion, emphasizing the importance of a holistic impact system.

About this Role

The Associate Director of Impact Investments will be an integral part of the Workforce and Education Investments team at Social Finance. This team focuses on generating economic mobility by supporting and financing reskilling and upskilling initiatives that lead to quality employment opportunities. Key functions of the role include providing financial support to learners for high-quality training access, offering working capital for scaling training providers, and structuring incentives for employers to invest in workforce skill development. The position involves collaboration with diverse partners such as training providers, employers, funders, and service providers. As a leader in the investment portfolio management team, the Associate Director will oversee multiple deals, ensuring impactful investing strategies are employed effectively.

Responsibilities

• Support business development efforts with potential partners and prepare presentations.
• Identify and structure new funds with contextual fund formations.
• Conduct fund-level analysis to guide investment strategies.
• Collaborate with colleagues for strategy and process enhancements.
• Conduct due diligence and structure investment terms.
• Communicate investment opportunities to the Investment Committee.
• Execute and manage investment operations.
• Develop work plans and manage program lifecycles.
• Conduct financial analysis and perform research.
• Manage relationships with external partners.

Requirements

• 7+ years of full-time professional experience, with 3+ years in investment structuring.
• Strong project and team management skills.
• Demonstrated financial modeling and analysis skills.
• Exceptional verbal and written communication skills.
• Collaborative problem-solving skills.
• Demonstrated interest in workforce, education, and economic mobility issues.

Benefits

• Comprehensive medical, dental, and vision insurance.
• Retirement savings plan with employer contribution.
• Short-term, long-term, and life insurance policies.
• Commuter benefits and cell phone reimbursements.
• Hybrid work model.
• Team building and employee recognition programs.
• Annual budget for professional development opportunities.
• Paid vacation and holidays.
• Paid parental leave.