Spring Point Partners · 3 hours ago
Investment Associate
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expSpring Point Partners is a social impact organization based in Philadelphia that invests in transformational leaders and solutions for community change. The Investment Associate will support impact investment portfolios, focusing on community wealth building and ownership investing, while collaborating with the investment team to evaluate opportunities and monitor investments.
Civic & Social Organization
Responsibilities
Support investment analysis and portfolio monitoring, including dashboards, reporting, forecasts, and trend analysis
Assist with investment memos, presentations, and internal decision-making materials
Contribute to due diligence and research on prospective investments, including sector research, benchmarking, and basic financial modeling
Help track and manage the investment pipeline and maintain accurate data across portfolio and CRM systems
Collaborate with colleagues across investments, data, and learning to support impact measurement and reporting
Participate in team meetings, learning sessions, and partner convenings, helping translate insights into action
Contribute to continuous improvement of internal processes, documentation, and collaboration
Qualification
Required
2+ years' professional experience in investment management, consulting, financial analysis, or impact investing (foundational knowledge is key)
Strong analytical and data management skills, with a functional understanding of financial statements and portfolio analysis
Proficient in Excel, with the ability to build models and prepare clear summaries and visuals
Values continuous learning and is eager to grow into increasing responsibility
Motivated by mission-driven work and interested in how capital can support equity and community wealth building
Thrives in a collaborative environment where curiosity and adaptability are prioritized
A bachelor's degree in finance, economics, business, or a related field is essential
Preferred
A master's degree (MBA/MPA) is preferred but not required
Benefits
Generous and comprehensive benefits and paid time off package
Company
Spring Point Partners
Spring Point Partners is an investment firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Margot Kane
Chief Investment Officer
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