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Job description
Role and Responsibilities
We are seeking a Director of Impact Investments to join our Workforce and Education Investments team. This team is dedicated to generating greater economic mobility by financing and supporting reskilling and upskilling initiatives that lead to quality jobs. Our efforts include providing loans to learners to access high‑quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce. While we work across industries, priority sectors for this Director role include healthcare and climate‑related skilled trades.
The Director will report to a Vice President on the Workforce and Education Investments team and will manage both direct reports and more junior project team members. The Director will work with transaction partners (typically training providers and employers), as well as funders, service providers, and other external partners as needed to identify, execute, and manage investments for impact. The Director will also actively support business development efforts to grow the Workforce and Education Investments business line. The Director will be an integral member of the broader Social Finance Impact Investments team and Social Finance Management Team, with opportunities to engage other teams and cross‑business line initiatives.
Fund and Deal Development
At the fund level, responsibilities may include:
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 Vice President
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
At the individual investment level, responsibilities may include:
Oversee 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 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
Fund and Deal Management
Responsibilities may include:
Oversee the deal team to develop and manage workplans that effectively execute the lifecycles of various investment programs
Ensure thoughtful and timely execution of meeting timelines and workstreams
Guide the deal team’s efforts in desk research, financial analysis and modeling, and interviews 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, aligning with strategic objectives
Manage relationships with external partners and oversee the team’s day‑to‑day communications
Actively manage and elevate issues and risks, both internally and externally, using industry best practices
Provide regular feedback and coaching to junior team members, supporting their skills development
Qualifications
We are looking for candidates with a high level of professional excellence, initiative, both strategic and detail orientation, and passion for our mission.
Position Requirements:
9+ years of full‑time professional experience, including at least 3 years leading teams through investment processes and financial transactions, ideally focused on financing small businesses or nonprofit organizations through community/commercial/investment banking, private credit, venture capital, or private equity
Experience in healthcare or climate investments is a plus
Proven experience in people management, including mentoring and fostering the professional growth of direct reports through regular feedback, coaching, and development opportunities
Exceptional verbal and written communication skills, with the ability to deliver executive‑level messaging and build trust with external stakeholders
Strong project and team management experience, including the ability to lead multiple high‑priority workstreams, manage junior staff toward 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
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
Demonstrated interest in workforce, postsecondary education, and economic mobility issues through direct professional experience, volunteering, board roles, etc.
Salary
Social Finance uses a lockstep compensation model for purposes of equity and transparency – we strive for everyone coming in at a given level to be paid equitably. For this position, at the Director level, the starting base salary is $140,000; however, during the interview process, we will take into account a candidate’s full work experience and may adjust the job title, and commensurate starting salary, as appropriate. At this level, employees typically receive a $5,000 salary increase annually and are eligible to participate in our firm‑wide annual bonus program. Bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance.
If joining our San Francisco office, this hire would receive a cost of living adjustment, which includes an additional $1,000 for every month they are residing in the state of California within a commutable distance of our office in San Francisco.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.