Investment Associate

About Spring Point Partners

Spring Point Partners, LLC, founded in Philadelphia, is a social impact organization dedicated to advancing justice and community change by investing in transformational leaders, networks, and solutions. The organization operates by supporting visionary community leaders, offering comprehensive supports for shared learning, and investing in adaptive solutions and new business models. Spring Point Partners emphasizes equity and justice in its initiatives, which span across youth development, equity in learning, animal welfare, and economic justice, among other areas.

With their mission-driven approach, they aim to catalyze change by closing opportunity gaps and boosting social and economic mobility.

The Investment Associate position at Spring Point Partners is a dynamic, growth-oriented role focused on supporting the organization’s impact and mission-aligned investment portfolios. The role places a particular emphasis on community wealth building and ownership investing as part of the Economic Justice strategy. It is designed for analytically curious professionals eager to deepen their impact investing experience while contributing to significant financial and social outcomes.

The role involves working closely with the investment team, reporting to the Director of Investments, and offers exposure to investment strategy, portfolio management, and cross-team collaboration within a values-driven environment. This full-time position involves a hybrid work schedule, requiring three days a week in the Philadelphia office and two days virtual work.

• Support investment analysis and portfolio monitoring, including dashboards, reporting, forecasts, and trend analysis.
• Assist with investment memos, presentations, and internal decision-making materials.
• Contribute to due diligence and research on prospective investments, including sector research and financial modeling.
• Help track and manage the investment pipeline and maintain accurate data across portfolio and CRM systems.
• Collaborate with colleagues across investments, data, and learning to support impact measurement and reporting.
• Participate in team meetings, learning sessions, and partner convenings, helping translate insights into action.
• Contribute to the continuous improvement of internal processes, documentation, and collaboration.

• 2+ years’ professional experience in investment management, consulting, financial analysis, or impact investing.
• Strong analytical and data management skills, with a functional understanding of financial statements and portfolio analysis.
• Proficiency in Excel, with the ability to build models and prepare clear summaries and visuals.
• Eagerness for continuous learning and professional growth.
• Motivation for mission-driven work and an interest in equity and community wealth building.
• Thrive in a collaborative environment where curiosity and adaptability are prioritized.
• A bachelor’s degree in finance, economics, business, or a related field; a master’s degree (MBA/MPA) is preferred but not required.

• A competitive total rewards package reflective of the candidate’s skills and experience.
• Comprehensive benefits and paid time off package.
• Opportunities for professional growth within a mission-driven investment environment.