Associate, Impact Advisory

About the role

Social Finance is a national nonprofit and registered investment adviser (SF Advisors, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $500 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing. We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion. Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach. The Impact Advisory Practice Through our Impact Advisory practice, we work alongside impact-focused leaders to build innovative funding structures and implement data-driven practices that deliver better results for people and communities. Role and Responsibilities This Associate, Impact Advisory position is based in either our San Francisco, CA or Austin, TX office. Associates of Impact Advisory are an integral part of the Social Finance team and are staffed to multiple Advisory projects that span our various service offerings. Working together with a team, key activities may include: Impact Advisory Projects Conduct research, analyzing data, and reviewing evidence to support project design decisions, test hypotheses, and drive recommendations to optimize operations and help achieve project outcomes Exercise progressing project management skills to include scheduling meetings, aiding in the execution of work plans, overseeing project timelines, coordinating team tasks, and ensuring effective communication within the team. Create, deliver and present materials, analyses, key findings and recommendations for both internal team and external partners; Lead interviews and facilitate discussion groups Conduct economic cost-benefit and other forms of analyses Support the drafting and review of contract, governance and scope-of-work documents; Write summaries, reports and email correspondence, etc. Research potential project partners; analyzing their performance and ability to achieve future outcomes in order to identify promising programs and support project design Collaborate with evaluation firms, when needed, to identify and measure key performance outcomes Field Building Write blog posts and support the creation of white papers and reports that publish key learnings and findings from our work Contribute to and support research efforts in social issue areas and interventions Firm Building Apply technical expertise in AI tools and infrastructure to help test and implement improved processes across systems and active projects Support analysis and writing for responses to proposal documents (i.e. Requests for Proposals) and concept notes for potential business development opportunities Create communications materials and preparing managers for external calls that could lead to new opportunities Contribute to capacity-building initiatives, such as recruiting, professional development, knowledge management, fundraising, or other internal projects Provide real-time feedback to team members to support professional growth and contribute to high-quality deliverables Support senior management, internal functional teams, and Social Finance project teams as needed Support our goal to foster a culture of well-being and belonging

Requirements

• We are looking for entrepreneurial candidates with flexibility, aptitude and passion for our mission. Candidate requirements:
• 2-5 years of full-time professional experience in a role with relevant and transferrable skills, which may include those focused on research, consulting, finance, project management, social impact, or other
• Strong analytical and quantitative skills; basic statistical knowledge is a plus
• Strong verbal and written communication skills
• Ability to quickly research, synthesize and summarize key takeaways on unfamiliar topics
• Experience with AI tools or platforms i

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