Director, Impact Investments

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 escalate 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 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 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. 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 firmwide 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. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance and Management Industries Venture Capital and Private Equity Principals, Investment Banking, and Investment Management Referrals increase your chances of interviewing at Social Finance by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Investment Director” roles. Menlo Park, CA $219,000.00-$288,000.00 2 weeks ago Managing Director, Corporate Venture Capital Managing Director / Senior Director, Investments & Research Regional Director of Alternative Investments - Executive Director Director - Mergers & Acquisitions - San Francisco San Francisco, CA $250,000.00-$275,000.00 5 months ago Director of Financial Planning and Analysis Director of Financial Planning and Analysis Director of Financial Planning and Analysis Director of Financial Planning and Analysis Fremont, CA $288,000.00-$332,000.00 2 weeks ago San Francisco Bay Area $210,000.00-$240,000.00 4 weeks ago Director, Strategic Product Finance - Rideshare San Francisco, CA $200,000.00-$241,000.00 6 days ago San Jose, CA $200,000.00-$300,000.00 1 week ago Investment Director - Alternatives/Private Equity Finance Director, Cloud Strategy and Operations Director of Investment Operations & Chief of Staff Associate Director, Capital Strategies & Formation San Francisco, CA $150,000.00-$180,000.00 3 weeks ago Associate Director, Program Related Investments Director of Finance, Strategic Initiatives We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.