Social Finance · 1 day ago
Associate Director, Impact Investments
Social Finance is a national nonprofit and registered investment advisor focused on creating partnerships and investments that improve lives. They are seeking an Associate Director of Impact Investments to mobilize capital towards impact, expand access to impact-first investing, and manage high-impact investments in workforce and economic mobility initiatives.
Responsibilities
Support business development efforts for Social Finance and its offerings with potential partners (e.g., develop fund pitch or value proposition presentations, participate actively in meetings with potential investors or philanthropic partners)
Identify context-appropriate fund structure and investment strategy for new funds with support from a Director
Conduct fund-level analysis to determine pro forma performance and guide investment strategy; lead the development of analytic processes and tools
Partner and collaborate effectively with Social Finance colleagues to identify, develop, and implement strategy or process-related improvements for enhanced efficiency and impact
Actively support and lead learning and knowledge-sharing opportunities within and across investment funds
Conduct due diligence for potential investments to assess their ability to achieve target financial and impact metrics and identify potential risks and mitigants
Structure and negotiate investment terms based on insights from due diligence with support from a Director and/or Vice President
Effectively communicate investment opportunities to an executive-level Investment Committee, outlining investment strengths, risks, and mitigants – both verbally through presentations and in writing through investment memos
Execute and manage deal and investment operations, collaborating closely with our legal and finance teams
Strategically manage investment and portfolio performance towards impact success
Actively monitor, communicate, and mitigate fund and investment risks, working directly with partners, external stakeholders, and Social Finance teammates
Develop and manage workplans to effectively execute the lifecycles of various investment programs
Ensure thoughtful and timely execution of meeting timelines and workstreams
Infuse existing expertise from the relevant issue area (e.g. local news) into deal assessment, diligence, and prioritization
Conduct desk research, perform financial analysis and modeling, and engage in informational interviews independently and collaboratively to inform deal design
Apply structured and creative approaches to problem-solving, using frameworks to develop and test hypotheses, and drive towards recommendations
Lead calls and in-person meetings with internal and external stakeholders to support strategic objectives
Manage relationships with external partners and lead day-to-day communications
Actively manage and escalate issues and risks, both internally and externally, using industry best practices
Provide regular feedback and coaching to junior team members, supporting their skill development
Qualification
Required
7+ years of continuous, full-time professional experience, including at least 3 years structuring investments and financial transactions, ideally focused on financing small businesses or nonprofit organizations through community/commercial/investment banking, private credit, venture capital, or private equity (formal investment training is a plus)
Strong project and team management experience, including the ability to lead multiple high priority workstreams, manage junior staff towards timely project and deal execution, ensure timely issue resolution, and engage in risk monitoring and mitigation
Demonstrated experience with financial modeling and analysis, with an interest and comfort in coaching junior staff to develop these skills
Ability to navigate complex investment landscapes, prioritize opportunities, and maintain the critical path toward fund goals with a bias toward action
Exceptional verbal and written communication skills, with the ability to deliver executive-level messaging and build trust with external stakeholders
Genuine desire to learn and the ability to lead teams in quickly researching, synthesizing, and summarizing key takeaways on unfamiliar topics
Commitment to high-quality work and accuracy, even in a fast-paced environment with multiple competing priorities
Exceptional analytical, creative, and collaborative problem-solving skills, with a positive solution orientation
Comfort with ambiguity and the ability to adapt and be flexible in a dynamic environment
Willingness to constructively express your point of view and listen to the perspectives of others, both internally and externally
Commitment to actively supporting and enhancing a team and company-wide culture of inclusion, belonging, and equity
Preferred
Experience engaging with the local media ecosystem, through journalism, impact investing, philanthropy, or other efforts to strengthen local news organizations and community information networks
Benefits
Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; access to Blue Cross Blue Shield Wellness Program “AHealthyMe Rewards” 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
Annual budget for external professional development opportunities
Mentorship and onboarding programs
Collaborative and energizing workspaces in downtown Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C. and New York, NY. Please note this position will be based in either our Boston or NYC offices.
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
Company
Social Finance
Social Finance focuses on mobilizing capital to drive social progress.
H1B Sponsorship
Social Finance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Growth StageTotal Funding
$13.55MKey Investors
WSFS CARES FoundationGitLab Foundation
2025-10-30Grant· $0.05M
2025-01-30Grant
2014-01-02Series Unknown· $13.5M
Recent News
The Motley Fool
2025-10-21
2025-10-17
Company data provided by crunchbase