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Job Details

Associate Capital Formation amp Investor Relations

Company name
Social Finance, Inc.

Boston, MA

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The Associate of Capital Formation and Investor Relations will report directly to the Director of Capital Formation & Investor Relations and play a critical role in supporting the firm’s transaction work by connecting impact capital with appropriate opportunities. The Associate will work closely with a variety of internal teams (deal teams, accounting & finance, legal, and communications) to support the firm’s capital formation and investor relations efforts, while also performing certain back-office functions. Social Finance has a strong culture of client service and high performance that this candidate must embody.

Responsibilities include:

Support the Director’s efforts to develop, maintain and grow the impact investor base for Social Finance and its affiliates. This may include, but is not limited to, family offices, high net-worth individuals, non-profit grant makers, and corporates including banks, and other financial institutions.

Support dynamic business development strategies and processes to ensure that Social Finance is well-positioned to develop new funder relationships, while deepening important existing relationships. This will include attending occasional impact investing conferences and supporting follow-up needed to develop prospective new client relationships.

Coordinate investor education and communications activities across projects, such as prospective investor calls, annual investor calls, events, etc.

Partner with the Director of Capital Formation and Investor Relations and the Director of Communications to develop compelling marketing and communications strategies, especially as it relates to field building in the funder community.

Manage and coordinate workflow and processes associated with client requests, capital calls, distributions, deliverables and presentations; work with departments throughout the firm to prepare reoccurring deliverables.

Respond to investor inquiries in a prompt and professional manner, utilizing both oral and written communications.

Prepare Director for meetings by having all forms, required data, and presentations assembled and organized.

Assist with ad hoc projects as needed.

Candidate will embody

a client-centric culture to refine existing products and services to meet client need

Over time, work could include supporting the Director’s work in advising deal teams on optimal capital structuring. This may include synthesizing feedback from investor conversations and auditing financial models owned by the deal teams to ensure investor requirements are appropriately considered.


We are looking for an entrepreneurial professional who has the flexibility and aptitude to take on the above Roles & Responsibilities, as well as additional duties that management deems appropriate.

This role requires strong project management and communication skills, the ability to work in a dynamic group environment, well-developed organizational skills and solid data management capabilities.

Candidate must have:

2 - 4 years of experience in a role with substantive investor relations or client services responsibility, including significant client-facing interactions

Excellent oral and written communications skills; the ability to deliver messages in a compelling way; ability to quickly research, synthesize and summarize key lessons on unfamiliar topics

Advanced interpersonal skills and the ability to communicate and work closely with stakeholders across multiple sectors

Experience in financial back-office activities

Commitment to excellence and accuracy, with an ability to manage multiple and competing priorities simultaneously

Willingness to constructively express contrary points of view and seek consensus among strong, independent thinkers

Capacity to work independently while contributing to team projects as appropriate

Sense of humor and flexibility to regularly incorporate the feedback of others into work processes

Expertise in PowerPoint and Excel required; substantive financial modeling skills a plus; experience with Salesforce or other CRM systems a plus

Comfort operating in a deadline driven, constantly changing environment


he ability to complete requests for financial, client, and other data and analysis with a low error rate

Demonstrated interest in and knowledge of key issues in effective nonprofit management, social interventions, and/or impact investing (e.g. academic coursework, consulting projects, volunteer work, etc.)

Bachelor's degree required


Not Specified


Commensurate with Experience

Posting Expiration Date:


Company info

Social Finance, Inc.
Website :

Company Profile
We’re a leader in marketplace lending, with over $3 billion in loans issued to date. We help early stage professionals accelerate their success with student loan refinancing, mortgages, mortgage refinancing, and personal loans. Our nontraditional underwriting approach takes into account merit and employment history among other factors, so we offer products that can’t be found elsewhere. We offer individual and institutional investors the ability to create positive social impact on the communities they care about while earning compelling rates of return.

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