Senior Associate, Innovative Finance

Full-time Regular
New York, NY, US

Salary Range:
$75,000.00 To $100,000.00 Annually

About Financial Innovations Labs®

Innovative Finance is a core component of the Institute’s research. Through our Financial Innovations Lab series, we tackle a specific financing gap or market failure which requires a blending of public and private capital. Each project entails conducting extensive research on the financing gap, barriers to investment, and potential innovative models to address the gap. The Institute engages stakeholders to test the viability of each of the models and convenes a series of roundtables to flesh out design and implementation. Each project culminates with an extensive report that gives a detailed description of the design and implementation of financing models.

In addition to the Labs, the Financial Innovations team is responsible for the work the Institute does on ESG, sustainability and impact investing, largely in terms of identifying and engaging key investors, entrepreneurs, and philanthropists in the space. Through public and private programming at our conferences, the team is able to highlight key issues, new developments, and provide a platform for informing investors about investing in sustainability.

About the Position

We are looking for a senior associate to work with our Innovative Finance team. The team works on projects that explore financing models to address a variety of social and economic challenges. The ideal candidate will have an interest in finance and policy, as well as an appetite for working on projects that span sectors and regions. This can include working on fund modeling for affordable housing and infrastructure to investment opportunities for addressing climate change and more effective healthcare. The individual in this role will have strong project management skills, the ability to think outside the box, and enthusiasm for to work in various areas in the social sector across the globe and will have a strong interest in finance and capital markets.

Responsibilities

• Conduct background research for Financial Innovations Labs and other innovative finance and ESG work, as appropriate.
• Assist in researching and identifying new Lab concepts.
• Assist in identifying Lab participants and maintain invitee lists and bios.
• Work with the team to prepare presentations for Lab events.
• Operate in close coordination with Business Development and other MI departments to identify Lab participants and potential partners.
• Provide account management for sponsors and corporate supporters throughout the year by building relationships with key contacts and being responsive to their requests, particularly in preparation for and during major conferences and Labs, with regular communication to proactively manage these relationships.
• Assist with the event logistics of the Lab: invitations, location, catering and audio visual needs.
• Prepare correspondence with Lab participants, sponsors and stakeholders in innovative finance.
• Work on grant proposals for Labs and other innovative finance work, in conjunction with all related department Directors.
• Collaborate with various Milken Institute centers to identify potential new Labs.
• Conduct research on potential panelists and discussants for Milken Institute conferences.
• Design and create a quarterly newsletter highlighting work of the team and significant updates in the field of impact investing.
• Duties as assigned

Requirements

• A proactive, highly organized, detail oriented and enthusiastic development professional with a minimum of five (5) years of relevant experience in finance, public policy, or economics (advanced degree strongly desired).
• A self-starter who can effectively research, analyse and synthesize data and follow-through on all areas of responsibility.
• Multitasker able to handle complex projects in a fast-paced environment, requiring ability to effectively prioritize and respond promptly to internal and external communications.
• Team-oriented individual who seeks out tasks when work is completed and assists colleagues to ensure goals, requirements and deadlines are achieved.
• Outstanding written and oral communication skills.
• Proven track record executing events.
• Excellent project management skills.
• Proficiency with Microsoft PowerPoint, Word, and Excel.
• Experience with Salesforce or another CRM system.
• Ability to work as part of a team and perform under deadline pressure.
• Master’s degree preferred, preferably in economics, business, or public policy.

Working Conditions & Travel Requirements

This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to your respective office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.

This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. International along with domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan – 403b (5% match)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Personal, Vacation, Sick & Public Holidays)
• Family Leave (Maternity & Paternity)
• Fertility Support
• Short-Term & Long-Term Disability
• Flexible Spending Account (FSAs)
• Pet Insurance Discount
• Training & Development:
• LinkedIn Learning – over 15,000 self-guided classes offered
• Annual Mentor Program
• Wellness Resources:
• Employee Assistance Program
• CALM app membership